Innovative Technology Customized to Your Firm’s Vision
From financial planning, billing, trading, reporting, and more, Orion has the technology to operationalize your firm’s vision for success.
Technology That Powers Your Growth
At Orion, we understand that no two advisory firms operate the same way. That’s why we think beyond technology to deliver solutions that help advisors of all business models innovate, disrupt, and win.
Reporting Tools
Provide customized reports to your clients in person or through our next-gen client portal to track their progress toward goals.
Billing
Let automation do the heavy lifting with custom fee and payout schedules and custodian-specific filings.
Client Experience
Provide a personal touch with a branded client portal and mobile app and send customized event-based notifications via text or email.
Trading & Rebalancing
Put your clients’ financial plans into action with our tax-intelligent rebalancer and custom SMA optimizer.
Business Intelligence
Make more informed business decisions with objective performance analysis and identify new or more growth opportunities across your firm.
Compliance
Be audit-ready by scheduling regular supervisory reports, performing mock audits, and monitoring employee activity.
Data Services
Gain peace of mind with accurate, secure data that is reconciled daily and domestically.
Financial Planning
Lay the foundation to a successful advisor-client relationship with a robust financial plan.