Brookstone Capital Management has selected Orion Advisor Services as a provider of portfolio accounting services.
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As a strategic partner, Orion will integrate its entire portfolio accounting and rebalancing suite with the financial planning, custodial and CRM programs that are suitable for Brookstone’s business.
According to Orion, Brookstone’s advisors will also gain the benefits of the Orion Connect application in order to access all of Orion’s portfolio accounting and rebalancing tools from a single platform on Salesforce.com’s customer relationship management (CRM) system.
Eric Clarke, president and CEO of Orion, said: "These are the initial steps in what we anticipate to be an extensive integration of our portfolio accounting and rebalancing suite with the financial planning, custodial and CRM programs to maximize Brookstone’s resources. Brookstone is a dynamic firm that is rapidly growing and we are proud to be a partner in their future success."
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