Orion’s Breakaway Resource Center is packed with actionable advice, best practice tips, and real-world insights from advisors who have been in your shoes.
Simplify Your Transition with Orion Tech
Setting up tech shouldn’t be a painful process. If you’re thinking of transitioning your business, contact our team of experts to receive 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.
Orion’s integrated technology solves your greatest pain points by seamlessly connecting all the tools you need in one solution — from financial planning, CRM, reporting, trading, billing, and more. Contact our team to find the right stack for your business.
Orion’s 100+ deep integrations empower you to run your firm any way you want it.
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.
Compliance Code: 0 4 0 7 , Orion Advisor Technology, March, 3, 2022 0407-OAT-3/3/2022
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.
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.