Solution introduction
Innovative reporting, unforgettable experiences
Orion offers a range of custom and turnkey reporting capabilities that help you set a new standard for accurate, comprehensive, and beautifully designed views of investment performance for both your clients and firm
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 and firm metrics. - Get reliable data from the most critical sources
Access foundational data, including cost-basis maintained from all major custodians, to ensure your reports include the most accurate information. - Personalize reports for any client preference
Tailor report details and styling to reflect the unique preferences of all client types, from those who live in the data to those who value visuals, with less time and effort.
