Topeka, Kansas, July 5, 2016 — Advisors Excel, a national firm providing a wide spectrum of services and support to independent financial professionals, has formed a partnership with Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, to help support Advisors Excel’s AE Wealth Management, an SEC registered investment adviser firm.
AE Wealth Management is an extension of the traditional AE service model. Focused on delivering a holistic and integrated platform where annuities, life insurance and securities are supported for the advisor on one comprehensive platform, AE Wealth Management will help Advisors Excel deliver an all-inclusive experience for clients.
Orion brings to the table a flexible back office solution for reporting, billing and client statements that seamlessly integrates wealth management, annuity and life insurance products in an easy-to-use client relationship management (CRM) platform.
“At Advisors Excel, we’re always asking ourselves how we can make the experience for both our advisors and, by extension, their clients more effective, efficient and streamlined,” said Advisors Excel Co-Founder Cody Foster. “We chose to partner with Orion because of their flexibility and ability to customize client dashboards that integrate reporting for virtually everything. Their dashboards aggregate data, provide performance reporting, customized client statement and the fee billing structure. This allows our advisors to provide the best support to their clients as they pursue their financial goals.”
“We’re excited to work with Advisors Excel as the portfolio accounting system of choice for their new wealth management division,” said Eric Clarke, CEO of Orion. “Advisors Excel cares about providing their advisors with the best-in-class technology tools they need to succeed, and the Orion platform will act as the foundation to support that mission.”
About Orion
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 900 advisory firms with total assets under administration in excess of $300 billion, from more than 1,000,000 individual accounts.
For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor
About Advisors Excel
Advisors Excel was founded in 2005 by David Callanan, Cody Foster and Derek Thompson to bring unparalleled service to independent financial professionals while supporting every aspect of their business. Advisors Excel provides access to proprietary products, unequaled training, powerful marketing and lead generation support, as well as a culture in which many of the nation’s top independent financial professionals continually refine their skills to better serve their valued clients. Through this holistic approach, Advisors Excel seeks to raise the expectations of these professionals, both for their own businesses and for the solutions they bring to the families and individuals with whom they work.
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