TD Ameritrade’s open technology helps push Orion Advisor Services over the $100 billion in platform assets mark

Orion Advisor Services is the beneficiary of a one-two combination of innovative technology

While attending the TD Ameritrade Institutional 2013 National Conference last week, I connected with Jon Reiners, director of institutional business development for Orion Advisor Services.

In our conversation, Reiners announced that the leading portfolio service bureau recently surpassed $100 billion in total assets administered under its platform.

“Of that $100 billion in assets we have,” said Reiners, “$35 billion is collectively here with TD Ameritrade.”

Also, Reiners detailed one new feature to be released in the next few weeks called Orion Mail, where statements suitable for email are automatically generated using custom Orion report data.

For more information about Orion, visit them online at http://www.orionadvisor.com/

(click to watch on YouTube)

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One Response to “TD Ameritrade’s open technology helps push Orion Advisor Services over the $100 billion in platform assets mark”

  1. Hill Roger February 5, 2013 2:56 am
    #

    Waiting for this Orion Mail thing. I wonder it would bring something attractive for the users.