Market Overview

Independent Advisor Alliance to Enhance Transparency and Service with Orion Partnership


Charlotte-based Hybrid RIA Chooses Orion to Provide Portfolio
Accounting Technology and Service

Advisor Alliance (IAA)
, an independent advisory firm on LPL
Financial LLC's hybrid registered investment advisor (RIA) platform,
today announces its partnership with Orion
Advisor Services LLC (Orion)
, the premier portfolio management
technology solution provider for financial advisors, bringing Orion's
best-in-class software to IAA's advisors.

IAA, an office of supervisory jurisdiction (OSJ), will take advantage of
Orion's tools to enable their advisors to offer sophisticated,
custom-built portfolios to investors; shoulder the burden of back-office
work through automation and time-saving integrations; and capture a
clearer view of managed assets.

"IAA chose Orion as our technology solution because they understand the
unique challenges of a growing, hybrid RIA," said Robert Russo, IAA's
founder and CEO. "Orion's commitment to integration allowed us to build
a custom tech stack that gives our advisors a complete picture of their
clients' portfolios, which aligns with our focus on providing an
exceptional and transparent client experience."

Orion's offerings also meet IAA's need for sophisticated fee calculation
and billing, trading and rebalancing, one-stop reporting, and compliance
oversight capabilities.

Eric Clarke, founder and CEO of Orion, said he looks forward to helping
IAA with its technology needs. "The complexity of IAA's supervisory and
client experience obligations requires a comprehensive and flexible
platform that can be tailored to meet their demands for transparency and
customization. This partnership will give IAA the tools it needs to
continue its growth."

About Independent Advisor Alliance

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is
strategically focused on building a community of successful independent
advisors serving the financial and retirement needs of individuals and
businesses. IAA provides its affiliated advisors with customized support
services designed to optimize efficiencies, reduce expenses, attract and
retain clients, and boost revenue. Founded in 2007, today IAA serves
more than 120 independent financial advisors in 14 states, servicing a
total of more than $5 billion of client assets as of March 2018.

About Orion Advisor Services

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting
service provider for advisors. 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 build
great advisory firms. Orion's technology solutions empower more than
$675 billion in AUA, and over 2 million accounts. For more information,
please visit

About LPL

LPL Financial provided service to approximately $615 billion in
brokerage and advisory assets as of December 31, 2017. LPL is the
nation's largest independent broker-dealer (based on total revenues,
Financial Planning magazine June 1996-2018). The Company provides
proprietary technology, comprehensive clearing services, practice
management programs and training, and independent research to more than
15,000 financial advisors and over 700 financial institutions. LPL
Financial and its affiliates have primary offices in Boston, Fort Mill,
and San Diego. For more information, visit

Securities offered through LPL Financial. Member FINRA/SIPC. Investment
advice offered through Independent Advisor Alliance, a registered
investment advisor. Independent Advisor Alliance and Orion Advisor
Services are separate entities from LPL Financial.

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