Total Rebalance Expert (TRX) and Orion Advisor Services, LLC (Orion) Form Joint Venture; Announce Technology Integration
San Diego, CA and Omaha, NE, March 25, 2014 - Total Rebalance Expert (TRX) and Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a "Total Technology Platform" designed to simplify and streamline the portfolio management process.
By Integrating the two industry-leading platforms, advisors will be able to utilize a comprehensive, end-to-end portfolio management and rebalancing solution.
To view the announcement on InvestmentNews.com click HERE.
To download a PDF copy of the Press Release click HERE.