Disrupting the Data Sharing Status Quo

Your advisory firm is only as strong as your data. If you’re running into performance problems, or regular maintenance and troubleshooting for your current data delivery options, it’s time to consider the cloud.

Say Hello to the Cloud

…And Say Goodbye to Stale Data and Performance Issues

Amazon Redshift is an industry leading data warehouse in the cloud. By bringing Amazon Redshift to Orion, we are leveraging data streaming technology that allows partners to have access to live views from the database tables that promote data accessibility and transparency.

Key Benefits

Security

All data handled on the cloud is encrypted to protect users’ privacy and security.

Lightning Fast Speed

We have been able to improve reporting generation speeds 3x leveraging cloud technologies. We are also working on improving search and query speeds by 9x.

Accessibility

Amazon Redshift allows partners to have access to live views from the database tables that promote data accessibility and transparency.

Cost Effectiveness

Orion does not charge for the connection to Amazon Redshift, and any cost incurred is from Amazon.

Access to New Tools

The cloud gives you access to a wide range of data analytics tools, compliance features, and even artificial intelligence and machine learning applications.

Orion + Amazon Redshift Connection Details

We have successfully moved our transactions, assets, accounts, registrations, households, and representative attributes to Amazon Redshift and we are working on moving our billing, model and cost basis data to the cloud in the coming months.

Success Stories

Hear from an advisory firm who adopted Amazon Redshift and hear about how it has transformed their business. Our team will also take the time to talk through FAQ’s related to Amazon Redshift and Orion.

Register for the Webinar

Ready to Get Started?

Contact us today to improve the data sharing at your firm.

Compliance Code: 0 7 2 6, Orion Advisor Technology, April 28, 2022.