• Orion is the largest privately owned portfolio accounting platform in the United States
  • Bellatore is a turn-key asset management provider, serving advisors that want custom client portfolios, operational assistance, access to investment experts, and help growing their businesses
  • New partnership combines Bellatore’s team of investment experts with Orion's extensive technology solutions to provide an integrated platform that helps RIAs grow substantially 

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced that it has partnered with San Jose, CA based Bellatore Financial, Inc., a turn-key asset management provider (TAMP) that serves the portfolio construction and operational needs of financial advisors.

As the financial advisory community rapidly adopts to new technologies to maintain and gain a competitive edge, advisors seeking to engage clients and prospects online need a service that integrates well with their existing back-end technology and workflow. The partnership between Orion and Bellatore addresses this growing need, offering advisors a flexible way to take control of their investment decision making process, while maintaining easy access to reports, billing and online management tools.

“Advisors should seek technology platforms that can evolve and grow with their brand, not around the confines of a service provider,” said Eric Clarke, CEO of Orion. “We’re thrilled to be joining forces with Bellatore, providing services that will allow advisors to grow their companies and focus on what matters most—their clients.”

Advisors that use Bellatore’s TAMP services will now have access to Orion’s full service offering, allowing advisors to engage with a wider net of prospective clients, convert clients with increased speed and efficiency, and bolster retention with automated communication and customized investment solutions.

 Features include:

  • Online account opening
  • Seamless CRM integration
  • Technology that syncs with existing back office functions
  • The ability to modify and create portfolios for a segmented service offering

“We’re excited to use Orion as our technology infrastructure,” said Jonathan Scheid, President & Chief Investment Officer of Bellatore. “Our advisors seek best-in-class technology solutions to run their companies and give themselves a competitive advantage in the marketplace. With Orion’s back-end support, we’re confident that we have developed a platform that meets this need and provides our advisors with the tools and the interface to help them better serve their clients and facilitate continued growth.”

For more information about Orion, visit www.orionadvisor.com. For more information about Bellatore, visit www.bellatore.com.  

For media inquiries regarding this partnership or to speak with an Orion or Bellatore spokesperson, please contact: Orion@FiCommPartners.com

Press Contacts:

FiComm Partners

Jason Lahita -- 973-460-7837, jason.lahita@ficommpartners.com

Nabil Ashour -- 917-210-0099, nabil.ashour@ficommpartners.com  


About Orion Advisor Services

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was 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. The firm's technology solutions empower more than 550 advisory firms with total assets under administration in excess of $200 billion, from more than 800,000 individual accounts. For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor

About Bellatore Financial, Inc.
Founded in 2007, with academic thought leaders on its investment committee, Bellatore Financial, Inc. provides a multitude of services to financial advisors who need to increase their operational and investment efficiency. For more information about Bellatore, visit www.bellatore.com and follow Bellatore on Twitter: @BellatoreFinc

About Us

FiComm is a specialist communications firm that works with independent investment managers, financial advisors and those that want to reach them, to establish strong media profiles that highlight credibility. We provide our clients with a personal level of service guided by a process second to none. Our consultants are all senior level, highly experienced PR pros who know how to position our clients in the most impactful way in the financial media at the national, local and trade levels. Our clients trust us to put forth their messages thoughtfully, and strategically. Specialties:Media Relations, Press Releases, PR Strategy & Consulting, Contributed Article Development, Interview Coordination & Management, Broadcast TV, Strategic Messaging, Media Training, Financial Adviser PR, Media Tours