I last spoke with Eric Clarke, President and CEO of Orion Advisor Services, at the TD Ameritrade Institutional 2012 Conference on his company’s integration with Veo® Open Access.
In my latest conversation with Clarke at the T3 Conference, he provides an overview how Orion delivers value-add services beyond performance reporting, including e-signautre support, rebalancing and trading engines, account billing, web portals, branded mobile apps for iOS and Android.
