Request a Proposal | Orion Advisor Tech

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Database Maintenance & Reconciliation

How much in assets would you have Orion help administer?*

How many accounts does the above figure represent?*

How many households does the above figure represent?*

How many of your employees are dedicated to the downloading and reconciliation of client data?

Please enter a number greater than or equal to 0.

Would you like to have the history of your fee-based accounts converted into the new database? Orion will work with the RIA to determine how much historical data can be converted.

Where do you currently custody your assets?*

Technology

What CRM system are you currently using?

What financial planning software are you currently using?

How do you currently trade?

Do you currently use any trading/rebalancing software?

Do you currently use a portfolio management system?*

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