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
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 which option might be the right fit for you? Speak with our specialist and we’ll help guide you.
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
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.
Compliance Code: 0 4 0 7 , Orion Advisor Technology, March, 3, 2022 0407-OAT-3/3/2022
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.