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Orion's Complete Wealth Management Platform

A full-service advisor technology and investment management solution powering independence, autonomy and choice.

The Future is Fiduciary

Orion’s enterprise platform empowers Broker-Dealers, Banks, and Custodians to better compete in an evolving advisory environment. Here’s how:


Platform Screenshots

Start With Our Core Tech

Delivered through an intuitive advisor portal, our highly configurable capabilities are designed to become, or work in harmony with, your existing advisor tech stack, and built to support all phases within the advisor/client journey, including:

  • Risk Scoring & Financial Planning
  • Proposal Generation & New Account Opening
  • Trading, Rebalancing, & Order Management
  • Portfolio Accounting & Reconciliation
  • Performance Reporting
  • Client Experience
  • Supervision Data & Dashboards
  • Billing
  • Business Intelligence
  • API Library



Tap Into a Range of Investment Programs

Providing both flexibility and oversight, Orion enables you to consolidate investment management programs into a single platform without limiting your advisors’ ability to control which model works best for their business and clients: 

  • Strategy and Model Marketplace 
  • Investment Selection and Model Construction
  • Investment Due Diligence




Lean on our Team to Tackle Operational Tasks

Power a more consistent and competitive client experience, improve advisor productivity and increase margins with on-demand execution of mission-critical back-office tasks, including:

  • Portfolio Trading, Rebalancing, and Trade Execution to Custodian (FSP, UMA, SMA)
  • Quarterly or Monthly Client Statement Generation
  • Full Billing Administration
  • New Account Opening Assistance
  • Technology Training and Training Content Development 

Is Orion Enterprise the Right Solution for You?

No matter your organization’s goal, we have the insight to understand and anticipate your needs, and can customize your platform and service experience to help you achieve results.

 

Attract & Retain Advisors

Embrace The Advisory Model

Provide advisors with more flexibility and choice without disrupting what’s already working, by plugging Orion’s tech and investment solutions into your infrastructure and leveraging your existing custodial relationships.


Scale with Certainty Icon

Centralize & Streamline Operations

Scale with Certainty

Centralize multiple selling agreements, address internal resource constraints, and maintain your firm’s productivity with a flexible investment platform and on-demand operational outsourcing.

Drive Organic Growth

Upgrade Your Provider Experience

Experience your firm’s full growth potential with a technology and investment experience configured to meet your specific and complex Enterprise needs, developed by the independent advisor industry’s most reliable and trusted partner.

Ready to Raise the Bar?

Unlock your firm’s full potential with Orion Enterprise.

Stay Informed

2277-OAT-8/13/2021