Orion Advisor Services has included Advance Capital Management in its clients list. The broker-dealer and registered investment advisor will be utilizing Orion’s back-office solutions along with other investment firms.
Advance Capital will also use premier portfolio accounting service provider’s reconciliation services, which include daily updates, price verification and compliance and audit report generation. Advance Capital has around $2 billion in assets under management.
Click here for the release from PR Newswire.