An Unrivaled Technology Platform

Arbor Point Advisors’ technology platform, provided by Orion Advisor Services, offers electronic new account processing, advisory fee billing, performance reporting, model rebalancing and trading, advisor-branded web access and mobile apps, business metric reporting and systems training and support.

Reporting

Start with core reports and make them your own with dozens of customization options. You can create reports that display the information that matters most to your clients, then keep them internal or make them available to the client online. Integrate newsletters and video market commentary. Drop off reports in our Vault, or use one of our integrated vault providers. We’ll even handle the e-delivery and print fulfillment to your clients.

Fees 

Arbor Point Advisors offers flat, linear and tiered fee schedules. Fees are calculated and charged  to accounts in arrears using the average daily balance of the account value of the previous period.  After we calculate the fees for you, we prepare and upload the file to the custodian. Then, we post the advisory fee payments, and facilitate the payment to any subadvisors or third-party’s associated with your client accounts.

Account Opening

Arbor Point Advisors’ electronic new account process improves efficiencies and minimizes errors. Our web-based tools help you easily convert a Prospect to a Client anytime, anywhere on any device. Your client can even sign electronically with DocuSign – provided at no cost to Arbor Point advisors. The system automatically identifies required forms and fields, and then stores digital images of paperwork – all customized with your branding or if you choose to use Arbor Point.