Standing By You, Every Step Of The Way

No two firms run their business the same way. That’s why our implementation and support models provide a customized experience to help operationalize your unique vision.

Implementation Building The Foundation For A Successful Partnership

Beginning with a seamless, collaborative, and goal-driven implementation, we embark on every new relationship with a proven four-step process:

1. DISCOVERY

We want to learn more about you, understand how your team works, and show you how the solutions we’ve built can foster growth and additional success for your company.

2. DIAGNOSTIC

We’ll provide an introduction to our platform, including trial logins and report mockups to help you visualize Orion within your firm.

3. DELIVERY

We’ll visit your office, present you with a detailed proposal aligned to your goals, and introduce you to your dedicated project manager who will customize your settings and workflows based on your business model and best practices.

4. DATA CONVERSION

Accurate and secure data is the lifeblood of your business, so we provide direct access to our expert team of data specialists to manage the conversion of your firm’s unique historical transaction and performance data.

Support In Person & In App

Our commitment to your success spans beyond implementation with ongoing support to help you maximize your investment in our tech.

CHAT, PHONE, EMAIL & CO-BROWSING
CHAT, PHONE, EMAIL & CO-BROWSING

Get support and answers with real-time access to our team, however is most convenient for you.

ORION LAUNCH EVENTS
ORION LAUNCH EVENTS

Meet our team of specialists at our headquarters in Omaha to learn how to jumpstart your successful adoption of our technology.

Strategic Consultants
Strategic Consultants

Take a deeper dive with a dedicated Orion expert, responsible for working collaboratively to implement best practices and custom workflows, unique to the way you run your business.

SME Teams
SME Teams

Receive direct access to teams Subject Matter Expert (SME), specializing in Reporting, Billing, Trading, Cost Basis, Performance, Compliance, and more.

Orion Support
Orion Support

Access the most up-to-date support articles and webinars, see your open service requests, initiate conversations with the Orion team, and more.

AssistMe
AssistMe

View on-screen tutorials that show you how to navigate the system and accomplish tasks more quickly.

Ascent Online Training Platform
Ascent Online Training Platform

Train yourself on Orion’s robust tools—at your own pace—with videos and PDF guides.

Live Weekly Webinars
Live Weekly Webinars

Register for webinars—hosted by our expert Subject Matter Expert (SME) teams—offering best practices, tech tips, and insights into upcoming product innovations.

ANNUAL ASCENT CONFERENCE Take Your Learning Experience To New Heights

Our annual user event takes you beyond platform training by offering opportunities to attend hands-on break out sessions, learn from the industry’s best and brightest advisors, and connect with our integration partners.

Ready to bring your firm’s unique vision to life? Register for Ascent 2020, August 30th-September 3rd in Scottsdale, Arizona.

“Orion is willing to partner with you to build out your future— and that’s huge.”

-Jessica Lu, Director of Operations, Abacus Wealth
750+
ATTENDEES IN 2018

“At Ascent, I learned how to use apps I was unfamiliar with, saving me a ton of time and my firm a ton of money.”

-Raquel Branchik, Fort Pitt Capital Group
98%
OF 2018 ATTENDEES LOOKING FORWARD TO COMING BACK

SWOT Special Work Ops Team

If you’re falling short on time or could benefit from the help of extra resources, SWOT is available to help supercharge your back-office productivity and maximize the effect of your technology investment.

  • access cleaner data with less effort
  • receive full-time expertise for the cost of a part-time employee
  • reduce key person risk while getting more out of orion’s technology
Learn More About SWOT
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Contact Us Our Job Is To Make Your Job Easier

Get in touch so we can show you how Orion can help your business today and into the future.