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.

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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


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

Join Forces With Like-Minded Firms

Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of elite partners looking for advisors just like you to join their practice. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.

View Our Elite Partner Firms   Where Do I Start?


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.