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Classified in: Business
Subject: AWD

Wealth Management Names NorthStar Subsidiary Orion Advisor Services Winner of 2017 Industry Award


NEW YORK, Oct. 16, 2017 /PRNewswire/ -- NorthStar Financial Services Group, LLC ("NorthStar"), a holding company for several subsidiaries which offer a variety of services within the financial industry, is proud to announce that Orion Advisor Services, LLC ("Orion") has been named as a recipient of the Wealth Management Industry award Technology Providers?Compliance.

This year, the annual Wealth Management Awards attracted submissions from more than 300 companies, across 72 award categories. Each entry was assessed by a panel of judges, comprised of top industry influencers, decision makers and executives. The winners were announced at a gala reception on October 11, 2017 at the Plaza Hotel in New York City.

Orion, the premier portfolio accounting service provider for advisors, was named winner of the Technology Providers?Compliance award for its Advisor Fee Benchmark tool, which helps enable advisors to remain competitive by evaluating how their fee structure compares with those charged by advisors for comparable services and clients. It collates advisory fee data from hundreds of firms, including registered investment advisers, investment adviser representatives, broker-dealers and more.

"This award underscores Orion's unwavering commitment to supporting the advisor community, and priming them for success," said NorthStar Managing Director Todd Clarke. "We couldn't be more proud of the Orion team, and are appreciative of the Wealth Management judges for continuing to recognize what we do every day." 

"Congratulations to Orion, who continues to put advisors' needs above all else and prove what best-in-class solutions they have, year after year," said Tim Welsh, Wealth Management Awards program consultant and president, CEO and founder of Nexus Strategy. "The Wealth Management Awards are a prestigious award that recognizes outstanding achievement, innovation and leadership for firms in the wealth management industry."

To learn more about NorthStar and its subsidiaries, visit www.nstar-financial.com.

About NorthStar Financial Services Group, LLC

NorthStar Financial Services Group, LLC (NorthStar) is a holding company for several subsidiaries, including CLS Investments, LLC, one of the largest ETF strategists in the United States; the Gemini Companies*, a single point of access for investment companies to multiple solutions for pooled investment products; and Orion Advisor Services, LLC, which is the nation's largest privately-held portfolio accounting service provider for financial advisors. Collectively, these business units offer unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar helps investment advisors enhance client service, increase operational efficiencies and expand their businesses. NorthStar is headquartered in Omaha, Nebraska, with additional offices in Hauppauge, New York; Chicago, Illinois; Bothell, Washington; San Rafael, California; and Scottsdale, Arizona. For more information, please visit www.nstar-financial.com.

*the Gemini Companies include: Gemini Fund Services, LLC; Gemini Alternative Funds, LLC; Gemini Hedge Fund Services, LLC; Northern Lights Distributors, LLC; Northern Lights Compliance Services, LLC; and Blu Giant, LLC

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 1,200 firms, have $541 billion in AUA and over 1.9 million accounts.

0384-OAS-10/16/2017

 

SOURCE NorthStar Financial Services Group, LLC


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