Advisors Assistant® Now Offers Integration with Orion Services

Online, April 11, 2012 (Newswire.com) - Client Marketing Systems, Inc., parent company of Advisors Assistant®, is pleased to announce a new integration with
Orion Advisor Services, LLC, an online service bureau and portfolio management system. This new integration provides downloading of Registrations, Securities, Accounts and Account Positions directly from Orion for users of Advisors Assistant.

With this new interface between Advisors Assistant and Orion, users can combine the client demographics stored in Advisors Assistant with account and asset information downloaded from Orion to mine their data for new opportunities.

"This is an important integration," says Pat Dempsey, CEO of Client Marketing Systems, Inc. "The Advisors Assistant partnership with Orion is a win / win situation for our users. When an office grows to the point that they want to turn over the day to day downloading of investments, they can go to Orion without losing any of the powerful CRM capabilities of Advisors Assistant. The portfolios and values are still available in Advisors Assistant, with Orion handling the day to day downloads and client reporting. It also gives Orion users the option of using Advisors Assistant for their network or web based CRM".

Combining Advisors Assistant's CRM with Orion's Portfolio Management offers an advisor the opportunity to run their office at peak efficiency, and to provide the highest level of service to their clients.

"We're pleased to interface with the Advisors Assistant CRM," says Jon Reiners, Orion's Director of Institutional Business Development. "This integration allows advisors to make client and account level updates in one system, creating efficiencies with our common users. In addition, Orion's portfolio accounting data is made viewable via Advisors Assistant reporting screens, allowing quick access to key portfolio information."

Orion's technology platform is designed to integrate seamlessly with an Advisors Assistant user's practice. The advisor's client data is hosted in Orion's secure, redundant facility. This allows constant access to the client's information via Orion's specialized applications. Because Orion's technology is delivered on an application service provider basis, advisors will never have to pay for a software upgrade, and their regularly scheduled enhancements are automatically deployed without requiring any effort on the Advisors Assistant user's part.

To learn more about this latest integration between Advisors Assistant and Orion, contact Shannon Dempsey, Client Marketing Systems' Vice President of Sales, at 800-799-4267 or by email at shannon@climark.com.

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