About Orion:
Orion was built by financial advisors, for financial advisors. The wealth management market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution themselves. Orion understands the frustrations financial advisors have to work through, because they have experienced them as well. Orion’s 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.

Please click on the image below to access and download the full case study.

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