$25 USD per user per month
Orion Advisor Services is the industry's leading portfolio accounting platform for independent RIAs, TAMPs, Broker Dealers, and breakaway financial advisors. Integrate Orion Connect with your Salesforce to amplify your reporting and client service needs.
We recognize and respect the privacy of each of our customers and their expectations for confidentiality. The protection of customer information is of fundamental importance in our operation and we take seriously our responsibility to protect nonpublic personal information.
We collect, retain and use information that assists us in providing the best service possible. This information comes from the following sources:
? Account applications and other required forms,
? Written, oral, electronic or telephonic communications and
? Account and transaction histories with us, our affiliates, or others
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those employees, affiliates, and service providers who need to know that information to provide our products or services to you. We require that these entities limit the use of the information provided to the purposes for which it was disclosed and as permitted by law.
We maintain physical, electronic, and procedural safeguards that comply with federal standards toguard your nonpublic personal information.
Terms and Conditions Governing Use of the Orion Website
Orion Advisor Services, LLC ("Orion") is a Nebraska limited liability company offering Registered Investment Advisors,Broker/Dealers and other financial professionals a web-based portfolio management system and an operational service bureau. The Orion Connect App (“the app”) is provided as a convenient method to disseminate general information pertaining to Orion’s portfolio management system as well as provide access to additional investment-related information and services provided by Orion. No part of the app may be reproduced in any manner without the express written permission of Orion. Your use of the app is subject to the following Terms and Conditions of Use (“Terms and Conditions”).
Terms and Conditions of Use
These Terms and Conditions are a binding contract between you and Orion. By using or accessing the app, you accept and agree to be bound by these Terms and Conditions. Your use of the app is governed by the version of the Terms and Conditions in effect on the date in which the app is accessed by you. Orion may modify these Terms and Conditions at any time and without prior notice. You should review these Terms and Conditions from time to time, as your continued use of the app signifies your acceptance of any changes.
Information contained on the app is derived from sources believed to be reliable. However, Orion does not represent that this information is complete or accurate and it should not be relied upon as such. All opinions expressed herein are subject to change without notice. Orion does not provide accounting, legal or tax advice and no portion of the app should be interpreted as such. All content on the app is presented only as of the date published or indicated, and may be superseded at any time.. All trademarks and service marks on the app belong to Orion or an affiliate, except for third-party trademarks and service marks, which are the property of their respective owners. Accordingly, you may not copy, distribute, modify, post or frame-in the app, including any software code or user interface design without the express written consent of Orion. The app and included materials do not constitute an offer to sell, an offer to buy, recommendation to buy or representation as to the suitability or appropriateness of any security, financial product or instrument.
Means of Access
All parts of the app are protected by a User ID and Password and require a login. You may not obtain or attempt to obtain unauthorized access to such parts of the app, or to any other protected materials or information, through any means not intentionally made available by Orion for your specific use. If you have a User ID and Password for access to non-public areas of the app, you are solely responsible for all activities that occur in connection with your User ID and Password; therefore, you should take steps to protect the confidentiality of this information. You agree to notify Orion immediately if you become aware of any disclosure, loss, theft or unauthorized use of your User ID and Password.
As a condition of your use of the app, to the extent permitted by law, you agree to indemnify and hold Orion and its third partyproviders harmless from and against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys' fees) arising from your use of the app, or from your violation of these Terms and Conditions.
Limitation of Liability
ORION WILL NOT BE LIABLE TO YOU OR ANYONE ELSE FOR ANYCONSEQUENTIAL, INCIDENTAL, SPECIAL OR INDIRECT DAMAGES, OR ANY DAMAGES WHATSOEVER, EVEN IF ORION HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OFSUCH DAMAGES, WHETHER IN AN ACTION UNDER CONTRACT, NEGLIGENCE, OR ANY OTHER THEORY, ARISING OUT OF OR IN CONNECTION WITH THE USE, INABILITY TO USE, OR PERFORMANCE OF THE SERVICES AND INFORMATION AVAILABLE FROM THE APP. THIS IS A COMPREHENSIVE LIMITATION OF LIABILITY THAT APPLIES TO ALL DAMAGES OF ANY KIND, INCLUDING (WITHOUT LIMITATION) LOST PROFITS, TRADING LOSSES OR DAMAGES THAT RESULT FROM USE OR LOSS OF USE OF THE APP AND ANY THIRD PARTY CONTENT.
Orion will not be liable for failure or losses caused by conditions and events beyond its control including, without limitation: fire, electrical, mechanical or equipment breakdowns, delays by third party vendors and/or communications carriers, civil disturbances or disorders, terrorist acts, strikes, acts of governmental authority or new governmental restrictions, market fluctuations or acts of God.
Links to Third-Party Websites
The app may contain links to third-party web sites. Any links to such third-party web sites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party web sites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party sites, including, withoutlimitation, any link contained in a linked site, or any changes or updates to a linked site, and do not make any representations regarding the information,services, products or accuracy of any material contained on such third-party web sites.
Changes to the Website
Orion may terminate your access to the app or discontinue or modify the app at any time without prior notice to you. Your continued use of the app following any such modification will constitute acknowledgement of your acceptance of said modifications.
Except as otherwise required by law, the Terms and Conditions of use for the app are governed by the laws of the state of Nebraska without regard to conflicts of law, and shall inure to the benefit of Orion’s successors and assigns, whether by merger, consolidation, or otherwise.