Top Tools to Help You Become an Independent Advisor

Going independent is no easy feat. That’s why we’ve created Your Toolkit to Independence, a central hub for financial advisors ready to make the next move in their career.

The road to becoming an independent advisor is about more than the right RIA software. Contact our team of experts to receive the support, technology tools, and resources you need to get started.

Let’s Talk About Your Plans

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Your Toolkit to Independence

Gain insights from other independent advisors who were once in your shoes, as well as industry thought leaders who understand the process of setting out on your own. You’ll receive actionable advice, practical strategies, and best practices to help you hit the ground running.


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 Breakaway Journey

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:

Compliance Code: 0 0 9 9, Orion Advisor Technology, January, 18, 2022


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.