Orion

HQ Address

17605 Wright St, Omaha, NE 68130, United States

Website Address

www.orion.com

Relevant Regions

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Business introduction

Powering the advisor-client journey

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to prospect, plan, invest, and achieve within a single, connected, technology-driven experience

When the market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, we built the solution ourselves. We understand the frustrations you have to work through, because they’re ones we’ve experienced ourselves, so we’ve come up with innovative, advanced solutions to problems you face every day. 

Our complete yet modular offering empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.

From our inception, we’ve been driven by our entrepreneurial spirit and a relentless passion for innovation. We don’t look for what’s coming next: We define it.

Introducing: Orion

Digital Platforms & Tools

01/01/2020

See how Orion's innovative technology empowers advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. About Orion: Orion was built by financial advisors, for financial advisors. The......

Business Overview

Orion Advisor Services exists to help fiduciary minded advisors realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. With more than $1 trillion in AUA and 3.8 million accounts on our platform, we have the experience and expertise necessary to help advisors grow and win more than their fair share.

 

Customers

  • Growth-oriented, fiduciary advisors who embrace independence and are focused on strong client relationships 
  • Advisors and firms who demonstrate a willingness to evolve, change, and improve.  This means implementing our proven process to drive efficiencies, scale, and to take their firm to the next level
  • Enterprises who want to empower advisors with the integrated tech and investment strategies they need to realize their unique vision for success 

Key Data

Year founded
1999
employees
1001-5000
offices
6
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Orion Solutions

Orion Marketor

Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and self-guided financial goal work-flows, Market*r will innovate the way you think about business development. ...

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Billing

Streamline your billing operations Manage your cash flow on your terms Take control of your cash flow with the flexibility to bill in arrears or in advance, and valued by average daily balance or period ending. Work smarter, not hard to bill accurately Review critical information, like missing fee and payout schedules, to make......

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Business Intelligence

See clear opportunities to grow strategically Get critical intel, instantly Leverage pre-built or custom dashboards for at-a-glance views of the metrics most crucial to your firm. Perform objective analysis in real-time Up-to-date data—refreshed daily by Orion’s reconciliation experts—helps you objectively solve challenges, identify new opportunities, and run your firm more efficiently. Integrate outside tools for......

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Client Experience

Power unforgettable interactions Tailor your communication experience Connect with your clients wherever they are, no matter their communication preferences—with a range of communications channels available to share holistic account information. Engage in real-time, anytime Deliver the account details that matter most to each client anytime important changes occur, through automated emails, texts, and portal......

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Compliance

Comprehensive in-house compliance suite Consolidate your tech stack Simplify your tech stack with a compliance suite that fully integrates with your portfolio management technology. Eliminate outsourcing costs Gain more compliance capabilities with a core set of solutions included in the Orion platform at no extra charge. Reduce the risk of data breaches Report on compliance data......

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Data Services

Gain peace of mind with accurate & secure data Jumpstart your data with free historical conversions Receive up to 50 hours of free historical conversions so you can trade, bill, and report trustingly on performance and transactional data. Start your day confidently with data reconciled domestically Rest assured that your data is reconciled here in......

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Financial Planning

Put your plans into action Support any number of financial goals No matter your clients’ goals, our powerful software gathers the necessary data to perform goal-based or cash-flow planning—and run robust simulations to illustrate the probability of success.  Deliver financial plans faster Quickly capture information related to your clients’ unique goals through flexible, modular......

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Reporting

Report with accuracy, efficiency, & style Create more custom reports in less time Complete your quarter-end reporting process up to five days faster with our advanced reporting suite. Be more knowledgable about every part of your business Feel certain that no part of your business goes overlooked with solutions that span a range of critical client......

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Trading

Trade with efficiency, customize portfolios with ease Scale your back-office trading proceses Trade efficiently and confidently with block trading, custom workflows, automatic alerts, and pre-trade reviews. Personalize client portfolios Create custom, tax-advantaged SMA portfolios for each client’s unique objectives. Enhance your investment strategies Expand your investment offering with access to models from leading institutional strategists. Do more......

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