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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Orion


Orion Advisor Services, LLC (“Orion”) is the premier portfolio accounting platform for advisors. 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. We empower more than 700 advisory firms with total AUA in excess of $225 billion, from more than 1 million individual accounts.
 
The FinaMetrica Orion Integration User Guide