Gain Valuable Time and Increase Productivity with Orion’s Professional Services Team

Looking to spend more time with clients and prospects? Orion’s Professional Services team is here to help! This elite squad is highly trained to help you maximize your technology experience —saving you time and resources.

Trusted Back Office Support When You Need It

If your firm falls short on time or could use additional assistance with our wide-ranging tools, Orion’s Professional Services Team is ready to to take on your back-office operations. Enlist the help of our subject matter experts in billing, reporting, onboarding, account and data maintenance so you can focus on what you do best: building relationships that grow your business.

A Range of Support Options to Meet Different Needs

Our dedicated Orion Professional Services team is staffed with experts whose goal is to ensure that you get the most out of your Orion experience and better streamline your back office. This solution is designed for firms of all sizes — whether you’re new to Orion or you’re an experienced user, you can choose the level of service that best supports your unique needs.


Gain access to a team of experts to help you innovate, disrupt, and win.

Alternative Asset Maintenance

Maintain your alternative assets, improve accuracy and save your firm time and money.

Account creation and management

Account reconciliation and troubleshooting

Transaction and activity history review

Ongoing Support Services

Simplify your technology support and its cost.

Account & Household Setups

Quarter End Assistance

Billing & Reporting

Project Services

Customize your support with the services that matter most to your firm.

Statement entry

Account linking for performance

Data inputs into the client portal

Ready to Get Started?

Contact us today to learn more about how Orion’s Professional Services team can start working for your business.

Learn Moreabout Orion Professional Services
Compliance Code: 2 6 6 , Orion Advisor Technology, October, 15, 2021