Orion Advisor Services to acquire Advizr.

Orion Advisor Services, the premier portfolio management solution provider for registered investment advisors, has agreed to acquire Advizr, an innovative financial planning and client experience technology platform out of New York. Financial terms were not disclosed. The move, which comes on the heels of the company’s recent brand consolidation announcement, moves Orion and its parent company closer to realizing their mission to help advisors operationalize their vision for success and deliver a best-in-class client experience. “Bringing Advizr’s incredibly intuitive approach to the firms we serve will take the client experience capabilities we provide through our technology and TAMP offering to the next level. Bringing together these components will help advisors fulfill their fiduciary responsibilities regardless of the current regulations and cement their value to clients in a clear and measurable way.” Eric Clarke, Orion CEO.