Customizable App Provides RIAs with Mobile Back Office Support

Orion Advisor Services, LLC, a premier portfolio accounting service provider founded by and for Registered Investment Advisors (RIAs), is pleased to announce the launch of the Orion Mobile App at Droid and Apple stores. The App reflects Orion’s mission to provide advisors with the most comprehensive back office solutions available.

“The Orion Mobile App showcases our commitment to empowering advisors through technological innovation,” said Eric Clarke, President of Orion Advisor Services, LLC.  The Orion Mobile App is launched under the Advisor’s firm name, and enables the mobile tracking of account values, performance, market commentary and includes a full reporting suite.

To view accounts, an advisor and their clients will download the App that Orion creates specifically under the branding of their advisory firm.  “We are excited to extend the branding of our firm to the smart phone App stores, and look forward to getting this rolled out to our client base.”  Aaron Grey, CFP – Director of Operations, Denver Money Manager.

“Orion provides comprehensive, customizable and scalable back office solutions. Our new Mobile App works across a variety of smart phone platforms, allowing advisors and their clients to gain easy access to their accounts,” said Mr. Clarke. “As the number of smart phone users is dramatically increasing, we felt that it was vital for our advisors to be in a position to support their clients’ ability to stay in touch with their advisor and monitor their portfolio in the method that works best for them.”

To request more information or to speak with Orion, please contact Dana Taormina at 973-732-3521 or

About Orion Advisor Services, LLC

Orion Advisor Services, LLC, is a premier portfolio accounting service provider founded by and for investment advisors. Orion’s mission is to serve as the “Ultimate Portfolio Accounting Service Bureau,” with outsource solutions that provide advisors with the integration, scale and customization they need to support their growth.  Looking beyond advisors’ performance reporting needs, Orion provides advisors with process driven technology solutions that will bring turnkey efficiencies to their new account, trading, and fee billing processes.

Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent RIA whose growth was being constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 200 advisors with the most comprehensive back-office solution available and administrates over $45 billion in assets for more than 300,000 accounts. For more information about Orion Advisor Services, LLC, please visit

C ontact : Dana Taormina

CONTACT: Dana Taormina, JCPR, +1-973-732-3521,

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