Business introduction
Independence. No regrets
Grow your firm with technology and investments that scale with you
In 1999, when the founders of our legacy firm sought an investment accounting system that could meet the needs of a growing RIA, they concluded it did not exist. As a result, they made it their mission to develop the best portfolio management software on the market and launched Orion Advisor Technology.
Today, that same passion is what drives our quest to innovate across our business, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. In fact, in the last five years alone, we’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Orion Solutions
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......
business needs
view solutionBusiness 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......
business needs
view solutionClient 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......
business needs
view solutionCompliance
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......
business needs
view solutionData 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......
business needs
view solutionFinancial 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......
business needs
view solutionOrion 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. ...
business needs
- Client Communications & Reporting
- Client Engagement & Management
- Client Marketing & Prospecting
- Digital Platforms & Tools
- Investment Platforms & Tools
Orion Risk Intelligence
Customize for every client Customize your approach with every client and prospect with our BeFi-driven 3D risk profile, personalized proposal generator, and custom asset builder tool. Run Stress Testing & Risk Analytics Strategize based on goals and market realities, and show upside and downside risk. Compare your model with prospect holdings in the......
business needs
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......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Portfolio Build, Analysis & Reporting
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......
