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Become an Independent Advisor

Orion’s financial advisor technology powers the breakaway journey.

Breakaways

Join a New Firm or Start Your Own RIA

The road to becoming an independent advisor 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

Becoming an independent advisor means you can run your firm any way you want to—and Orion’s 100+ deep integrations empower you to do just that.

Solutions You’ll Love:
Worried that going independent means flying solo?
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:

Start on Your Road to Independence

Whether you’re looking for financial planning tips, curious about the best RIA billing software, or interested in practice management strategies for newly independent financial advisors, you’ll find the resources you need to build your business here.

Additional Resources

Gain insights and actionable advice from other independent advisors, as well as industry thought leaders who understand the process of setting out on your own.


Compliance Code: 2 9 7 3, Orion Advisor Technology, November 22, 2021

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Jumpstart Your Breakaway Journey

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