OMAHA, Neb., Sept. 12, 2017 /PRNewswire/ — Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for advisors, announced RIA in a Box as the winner of “Best in Show” at the fourth annual Fuse Conference, on September 7-10 in Park City, Utah.  

This year, the theme was integration and a deeper level of collaboration – or “Fusions,” which represents Orion’s view that anyone can ‘integrate’ but only the top technology firms take the concept of integration to the next level, deeply conjoining their technologies for the benefit of advisors. Industry thought leaders and advisors provided direct feedback about the benefits offered by the technology combinations. The event culminated in the “hackathon” where coders utilized Orion’s Insight dashboard for interactive client presentations to create new disruptive technologies for advisors. The esteemed judges panel consisted of both advisors and industry thought leaders including Technology Tools for Today’s Joel Bruckenstein, Nerd’s Eye Blog’s Michael Kitces, and FPPad’s Bill Winterberg. These judges evaluated 27 pitches from industry experts representing a variety of companies.

“A hallmark of Orion is our unwavering commitment to advisor independence and that the advisors have access to the best technology the industry has to offer. Fuse continues to bring together the most creative names in fintech to create cutting-edge, efficient innovations for advisors,” said Orion CEO Eric Clarke. “Congratulations to RIA in a Box and all the Fuse winners – the talent demonstrated this year continues to amaze us. We are excited to see how the Fusions are incorporated into advisor’s businesses, and how it helps them continue to grow.”

The additional 2017 Fuse hackathon winners included:

Best in Show: RIA in a Box
Best User Interface: Asset-Map
Best Business Intelligence Integration: Fix Flyer
Best CRM Integration: Redtail
Best Trading Integration: Orion
Best Advisor Innovation: Mineral
Best True Hackathon: AdvisoryWorld
Best Work Saving Development for Advisors: AdvisoryWorld
Best Newcomer: Dimensional Fund Advisors
Burning the Midnight Oil Award: FinMason
Best Custodial Integration: TD Ameritrade
Best Compliance/Due Diligence: RIA in a Box
Most Likely to Disrupt: Cleverdome & NetFoundry
Best Bang for Your Buck: Blackrock
Best Use of API: Blackrock

Winner of best in show for a third year in a row, RIA in a Box designed an automated solution to help improve the service provider diligence process. With a focus on industry collaboration, RIA in a Box partnered with Orion and Redtail to create a tool that helps advisory firms more easily meet increasing information and cybersecurity compliance requirements. The new tool provides advisors with the ability to automatically “connect” to current service providers via MyRIACompliance, delivers automatic alerts and documentation from “connected” service providers, and access to electronic documentation and storage of all due diligence information in the form’s online compliance log, which is fully exportable.

“It’s incredible to watch the advancements our space continues to make, and see the technologies developed at Fuse come full circle,” said RIA in a Box President GJ King, winner of Fuse’s Best in Show award for the third year in a row. “We are proud of the automated service provider diligence process we developed on site, but even more so, we are honored to be a part of such an impactful event.”

As the wealth management industry’s leading conference dedicated to technology, Fuse broke record numbers with more than 100 attendees and 30 companies from across the country.  For more information about the 2017 Fuse Conference, visit

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 1,200 firms, have $500 billion in AUA and over 1.9 million accounts.




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SOURCE Orion Advisor Services, LLC