Orion Offers Nine Months of Free Platform Access and Training to PortfolioCenter Users

OMAHA, Neb.–(BUSINESS WIRE)–Orion Advisor Services, LLC (“Orion”), the premier portfolio management solution provider for registered investment advisors, today announces it will offer nine months of access to their portfolio accounting solutions, including their Eclipse trading platform, as well as conversion, onboarding, training, and ongoing support at no cost to advisors who are considering a transition from PortfolioCenter. The initiative is intended to facilitate a seamless transition for financial professionals and firms seeking to replace legacy technology with capabilities and support better suited to their evolving needs.

OMAHA, Neb.–(BUSINESS WIRE)–Orion Advisor Services, LLC (“Orion”), the premier portfolio management solution provider for registered investment advisors, today announces it will offer nine months of access to their portfolio accounting solutions, including their Eclipse trading platform, as well as conversion, onboarding, training, and ongoing support at no cost to advisors who are considering a transition from PortfolioCenter. The initiative is intended to facilitate a seamless transition for financial professionals and firms seeking to replace legacy technology with capabilities and support better suited to their evolving needs.