Orion Advisor Services, a portfolio accounting service provider for registered investment advisors, announced a new release for its Advisor Desktop Monday. The upgrade includes new navigation, enhanced functionality, including a “wall” feature similar to those on social networking sites and single sign-on functionality to improve ease of use.
“Orion uses the strength of proprietary technology, and our experience serving advisors, to develop customized solutions that fit the unique ways that different advisors do business,” said Eric Clarke, President of Orion Advisor Services, LLC, in a prepared statement. “We are very excited to provide new enhancements to Advisor Desktop, a reflection of our ongoing mission to help RIAs grow their businesses with the most comprehensive back-office solution.”
Advisor Desktop provides advisors with performance reporting, FIX (Financial Information eXchange) and rebalance trading tools, as well as the ability to edit client data all in one system. The desktop application is made available via Orion’s data center through a secure Internet connection.