Engage With Your Clients In More Ways

Client experience spans much more than a client portal, so our full suite of client-facing solutions will help you redefine excellence in client engagement.

Power Unforgettable Interactions

Tailor Your Communication Experience

Connect with your clients wherever they are, no matter their communication preferences—with a range of communications channels available to share holistic account information.


Engage in Real-Time, Anytime

Deliver the account details that matter most to each client anytime important changes occur, through automated emails, texts, and portal updates.


Spark Unparalleled Collaboration

Stimulate transparent, authentic, and meaningful conversations with dynamic client presentations and personalized videos.


Cater to Client Preferences, At Scale

No matter the medium, control what information—and the level of detail—clients see through easy-to-set, advanced permissioning settings.

A Comprehensive Approach To Client Engagement

Customized Client Presentations

Deliver interactive performance presentations—in real-time during meetings—on the data that matters most to clients.

Display simple data, like market value and cost basis, or more advanced metrics, such as RMDs, financial planning data, and composite information.


Answer key questions as they arise, drilling into each interactive section for more information with the ability to change report parameters on the fly.


Cycle through sections with a full-screen player, and add PDFs or even a meeting agenda directly to your presentation.

Digital & Mobile Client Portal

Give your clients a fully branded, one-stop-shop for all of their financial needs—empowering greater transparency across their investments.

Keep clients in-the-know with access to their balance sheets, reports, quarterly performance statements, documents, and more.


Upgrade your client support experience with the ability to offer co-browsing, screen sharing, and video chat services directly through the Client Portal.


Create a customizable Client Portal mobile app for Apple and Android devices at no additional cost—and control which information clients see through client-level permissions.

Automated Event-Based Notifications

Communicate with clients how they want, where they want, when they want—with automated text and emails triggered by critical events.

Send texts and emails automatically for milestones—like birthdays and anniversaries, alerts—like distributions and capital call schedules, and updates—like rebalances and model changes.


Personalize communications with client-specific data points from Orion Connect, such as asset class or cost basis, and append relevant reports with PII automatically excluded.


Visit the review queue when the event occurs for each client to approve, delete, or edit the notification—so you always remember what is being sent to clients.

Cross-Channel Communications

Create and deliver custom communications that provide a personalized touch to each client, with less time and effort.

Build and send customized emails with templates and segmented client lists, sharing notes about the markets, current news, or client account updates.


Record market commentary videos with client-specific data overlays, so each client receives a unique and personalized video through your Client Portal.


Enable Chatbot and SMS messages to immediately reply to client requests for balance information, performance data, meetings, and more.

Learn More

Next-Generation Client Portal

Connect investors’ short-term and long-term goals with personalized investment strategies that transcend advice alpha and client success as we currently know them.

Engage clients with a five-minute, goal-focused planning evaluation to establish key goals around which you can tailor investment strategies.


Run Monte Carlo and “what if” simulations to measure progress toward goals, re-evaluate client needs, and have more transparent conversations about saving and asset allocation.


Present dynamic reports through custom-printed PDFs or a client presentation mode—with the ability for clients to complete action steps, keep track of monthly budgets, and more.


of users say 24/7 access to accurate data improves their client relationships.

Tech Validate – TVID: D6A-8DE-5F4
"Orion has helped us create a Client Portal that differentiates our offering and increases client loyalty and referrals."
- Rick Collins, Founder, Divergent Wealth Advisors, LLC

Works Well With:


Asset-Map is an interactive visual experience used by thousands of financial professionals. With this integration, easily view custodial investment accounts alongside other assets and liabilities to show a complete financial picture.


BizEquity is the world’s leading provider of business valuation knowledge and big data. With this integration, advisors can easily access the BizEquity business valuation database, launched from Orion Connect, to search for great prospects looking to sell their businesses.


Tolerisk measures a client’s willingness and ability to take investment risk. Orion’s integration with Tolerisk allows advisors to easily import client portfolios into the platform for analysis, and communicate their Tolerirsk score.


Genevity is an AI software platform that helps advisors engage clients and retain next-generation heirs through life stage, health risk, and care cost planning. Access Genity’s tool directly through the Orion platform with this integration.


Redefine The Client Experience

See how the Orion is helping advisors deliver a more complete experience beyond a client portal.

Exceed Your Clients’ Expectations

See how we can help you demonstrate how the client experience really should look.

Let’s Talk