OMAHA, Neb., June 15, 2017 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier
portfolio accounting service provider for advisors today announced it has integrated with Moody's Analytics, a subsidiary of
Moody's Corporation, to provide advisors with automatically updated Moody's Investors Service bond ratings directly in the Orion
portal, saving advisor's time and increasing transparency.
Moody's Investors Service bond ratings can now be added directly to Orion fixed income reports, providing advisors with a
clear sense of risk associated with each portfolio. The ratings are automatically updated, which gives advisors and their clients
with a direct license from Moody's Analytics accurate, up-to-date ratings. Saving advisors time and providing such clients with
full transparency, advisors can automatically leverage the ratings to show such clients the creditworthiness of their
securities.
"At Orion, our mission has always been increased transparency, and our integration with Moody's provides advisors and their
clients with a clear picture of their portfolios, enabling advisors to make better decisions on behalf of their clients," said
Orion CEO Eric Clarke . "Whenever we are able to automate processes for advisors, we
consider that a huge value-add that enables them be the best possible fiduciaries."
"We are excited that Moody's bond ratings have been automatically imported into Orion," said Todd
Douds, Director of Research and Operations at Fort Pitt Capital Group, LLC. "Our Fixed Income Portfolio Manager is
leveraging Moody's bond ratings to support the investment process for our clients."
Moody's Investors Service bond ratings are available in the Orion Connect, reports and mobile app and comes at no additional
cost to all Orion clients.
About Moody's Investors Service
Moody's Investors Service is a leading provider of credit ratings, research, and risk analysis. Moody's commitment and expertise
contributes to transparent and integrated financial markets. The firm's ratings and analysis cover the debt of more than 120
sovereign nations, approximately 11,000 corporate issuers, 21,000 public finance issuers, and 72,000 structured finance
obligations. Moody's Investors Service is a subsidiary of Moody's Corporation. Further information is available at www.moodys.com.
About Moody's Analytics
Moody's Analytics helps capital markets and risk management professionals worldwide respond to an evolving marketplace with
confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience
in credit analysis, economic research, and financial risk management. By providing leading-edge software, advisory services, and
research, including the proprietary analysis of Moody's Investors Service, Moody's Analytics integrates and customizes its
offerings to address specific business challenges. Moody's Analytics is a subsidiary of Moody's Corporation (NYSE: MCO), which
reported revenue of $3.6 billion in 2016, employs approximately 10,600 people worldwide and
maintains a presence in 36 countries. Further information is available at moodysanalytics.com.
About Orion
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 1,000 firms, have $450 billion in AUA
and over 1.5 million accounts.
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SOURCE Orion Advisor Services, LLC