Gain Control of Your Advisory Business with Orion Tech

When it comes to advisor transitions, preparation is the key to success. It can be one of the most rewarding choices an advisor can make in his or her career, but also quite an undertaking. The more prepared you are, the easier it will be to get to the opportunities on the other side.

If you are thinking of transitioning your business, contact our team of experts to receive the support, technology tools, and resources you need to get started.

Navigating Your Transition

Learn how you can establish a thriving, growing, practice while still maintaining an excellent client experience, from advisors who were once in your position and gain best practices to help you get started.

Choose How You Want to Work With Us or Our Partners

Orion Technology

Select this option if you are interested in reviewing Orion’s technology suite and are considering a direct relationship with us. A direct relationship is great for Independent Advisors, RIAs, TAMPs, and more!

Elite Advisor Partner

Select this option if you are considering joining under an Elite Partner Firm of Orion’s to gain access to their back-office resources and Orion technology. Our Elite partners help support Advisors in Transition, Independent Advisors, and RIAs.

Unsure

Unsure which option might be the right fit for you? Speak with our specialist and we’ll help guide you.

96%

of advisors are happier after breaking away from their current firm and establishing their independence*

*Fidelity Institutional Insights, “The Five Stages of the Advisor Movement Journey: Insights from the 2020 Advisor Movement Study

Breakaways

Technology that Powers Your Transition

The road to gaining control of your business can be exhilarating, daunting, and sometimes isolating—which is why the support of the right financial advisor technology is so critical.

Wondering exactly what software you need to get started?

Complete, yet modular RIA software solutions

From powerful portfolio accounting tools to RIA billing software to a full compliance suite, Orion’s advisor technology is built to support your new advisory firm—from the start and as you grow.

Solutions You’ll Love:

Looking for technology that works well with what you know?

An Open API With Over 100 Integrations

Orion’s 100+ deep integrations empower you to run your firm any way you want it.

Solutions You’ll Love:

Worried about lack of support during the transition?

Service and Support Beyond Implementation

At Orion, we’re an advisor technology partner, not just a provider. That means we support your transition with a dedicated onboarding team and back it up with comprehensive resources, as well as Subject Matter Experts available via chat, email, and phone.

Solutions You’ll Love:

Compliance Code: 0 4 0 7 , Orion Advisor Technology, March, 3, 2022

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Jumpstart Your Journey

Ready to reach your goals? Let’s talk about your unique vision for your business, and explore how Orion’s financial advisor technology can help you achieve it.