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Allianz Partners With Orion to Provide Annuity Data


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In a press release last week, Allianz Life Insurance Company of North America announced that it would be partnering with Orion Advisor Services, LLC to share annuity data with stakeholders. Orion is a top portfolio management solution provider for registered investment advisors (RIAs), and those utilizing the Orion platform will have access to daily, timely data for all Allianz Life fixed index annuities and indexed variable annuities within Orion’s trading and reporting interface.

“We are pleased to partner with Orion,” said Tom Burns, chief distribution officer, Allianz Life. “The Orion platform will allow us to provide advisors with the tools they need to help provide their clients with innovative annuity solutions.”

“Providing up-to-date, verified position information for Allianz Life’s leading annuity products within our platform, enables advisors to thoroughly and efficiently deliver solutions their clients need while enhancing our data integrity with Allianz Life,” said Eric Clarke, found and CEO of Orion. “People’s financial lives can change rapidly before and during retirement. This partnership arms advisors with timely data to better adapt their financial plans as needed.”

“Orion is a proven leader in the RIA space,” Burns added. “The service they provide in connecting advisors with up-to-date annuity data for their clients is of increasing importance as more Americans realize the need for proper income planning within retirement.”

Allianz Life Insurance Company of North America is one of FORTUNE’s 100 Best Companies to Work For in 2018 with a goal of helping Americans achieve their retirement income and protection goals via a variety of annuities and life insurance products. Allianz Life, a leading provider of fixed index annuities, provided $2.7 billion in benefit payments in 2017.

Orion Advisor Services, LLC is the premier portfolio accounting service provider for advisors since 1999. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow business, empowering more than $650 billion in AUA and over 2 million accounts. For more information, visit www.orionadvisor.com.

Written by Rachel Summit

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