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.

Wondering exactly what software you need to get started?

One Platform. One Contract. All Your Core Platforms Connected.

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.

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.