Приложения разработчика Orion Advisor Services, LLC в Android Market

McDaniel Knutson Mobile (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-11-12
(обновлено 2011-11-12)

View account valuation, performance, and reporting information for authorized McDaniel Knutson clients in an application developed specifically for mobile devices.

Mobile Advisor, Financial Advisor, Investment Advice, Investment Advisor, McDanielKnutson

Iron Point (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-11-12
(обновлено 2011-11-12)

This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed for Iron Point Capital Management specifically for mobile devices.

Information contained herein is derived from and based upon data obtained from one or more unaffiliated third parties.  Due to the possibility of human or mechanical error by these third parties, the data contained herein is not guaranteed as to its accuracy or completeness and no warranties are made with respect to results obtained from its use.  While every effort is made to provide reports free from errors, they are derived from data received from one or more third parties and, as a result, complete accuracy cannot be guaranteed.

All investments involve risk of potential losses, including loss of principal.   Past performance is no assurance of future results.  Clients cannot assume that future performance of any of the model portfolios or client accounts will be comparable to past performance.   Total return and principal value will vary.   Diversification does not guarantee a profit or protect against loss. Some model portfolios may have additional charges, including trading costs and other fees.  Performance of the models should be viewed in the context of the broad market and general economic conditions prevalent during the periods covered by the performance information.  Client portfolios are managed in a similar style and approach, however, client returns may be different due to inception date, timing of deposits and withdrawals, and risk tolerance differences.  Index returns are unmanaged and do not reflect the deduction of advisory fees.  This information is provided to you in combined form, solely for your convenience and ease of review.  Please review your report, and report any discrepancies immediately but not later than 30 days of receipt of your account statement.  We urge you to always compare reports you receive from IPCM with account statements you receive from your custodian.  Inquiries or concerns regarding your account should be directed to your advisor or IPCM at 866-822-9880.  IPCM is not liable for any errors reported to IPCM if reported after 30 days.  Any oral communications regarding inaccuracies or discrepancies should be reconfirmed in writing to protect your rights.  Please include your account number to ensure a prompt reply.  If your objective and/or risk classification, or address has changed, please notify us immediately in writing. As it relates to Custom Allocation Programs, Iron Point is not acting in the role of the investment advisor and does not have an advisory relationship with the client.

Please note: The performance data for Fund Family Totals does not take into consideration any fees or expenses.  The inclusion of fees and expenses would have lowered this performance figure.  The Registration Totals and Client Totals performance figures do include applicable fees and expenses.

NOT FDIC Insured

My Evergreen (v. 1.12.0.1)

Orion Advisor Services, LLC опубликовал приложение 2011-10-21
(обновлено 2011-10-21)

This app allows clients of Evergreen Advisors to securely view their account valuation, performance, and reporting information in an application developed specifically for mobile devices.  Please contact Evergreen Advisors if you need to setup access at contactus@evergreenadvisors.com or 423-933-1814.

Wealth Management, Financial Advisor, Financial Planning, Chattanooga

ManagersChoice (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-10-10
(обновлено 2011-10-10)

If you are a ManagersChoice Financial Advisor, you can use this free mobile application to view a whole host of information pertaining to your client and their account, including:
* Statements
* Account valuation
* Performance
* Contact information
* Map integration

Managers Investment Group, MIG, Investment Solutions

ITS Mobile (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-09-15
(обновлено 2011-09-15)

The ITS Connect Mobile App provides secure access to all of your ITS-managed accounts.  Get a snapshot of account values at the household level, or drill-down to view individual accounts and their underlying positions grouped according to asset class.  You can also view performance for the household and individual accounts as of the most recent calendar quarter-end, or run reports for specific date ranges with data typically updated as of the previous business day.

ITS Asset Management, ITSConnect, ITSMobile, Mobile Advisor

The Planning Center (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-09-15
(обновлено 2011-09-15)

This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.

The Planning Center, TPC

Legatrust (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-08-29
(обновлено 2011-08-29)

This app provides secure access to accounts managed by Legatrust Financial Advisors.  Our client are able to view their account valuation, performance, and reporting information in an application developed specifically for mobile devices.

Financial Advisors, Mobile Advisor, LTFA, Trust, Legacy, Dooley, Account Access

Align (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-08-29
(обновлено 2011-08-29)

This mobile application is developed specifically for clients of Align Wealth Management to view account valuations, performance, and other reporting information.

Mobile Advisor, Financial, Puckett, Packard, Oklahoma, Florida

FTJ FundChoice (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-08-29
(обновлено 2011-08-29)

Through this app, clients and advisors can gain access to account balances and reports held at FTJ FundChoice.

Insight Wealth Partners (v. 1.12.0.0)

Orion Advisor Services, LLC опубликовал приложение 2011-08-13
(обновлено 2011-08-13)

This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.

IWP, Mobile Advisor