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Orion Advisor Services, Total Rebalance Expert set up JV.


26 March 2014 - US portfolio accounting service provider Orion Advisor Services LLC and domestic portfolio rebalancing software company Total Rebalance Expert Inc said they had created a joint venture to provide a total technology platform that would simplify and streamline the portfolio management process.

The combination of the offerings of the two companies will provide advisors with a comprehensive portfolio management and rebalancing system that would not have any rivals on the market, Total Rebalance CEO Sheryl Rowling said.

Orion CEO Eric Clarke added that the new platform would create efficiencies for advisors' investment processes.

Financial details about the JV were not revealed.

Country: USA

Sector: IT/Online Services

Type: JV

Status: Closed

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Publication:M & A Navigator
Date:Mar 26, 2014
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