About Orion
Orion is a financial advisory software from Orion that changes the advisor-client relationship. It combines market insights, advisor tech sales, and leadership support so advisors can implement tailored solutions for their clients. Orion provides a technology-enabled fiduciary process that helps firms operate more efficiently and align with their unique business models. The platform supports independent advisors in managing operations and delivering value to clients. Its flexibility allows for customized implementations to meet diverse needs within the financial advisory landscape. Key capabilities: market insights advisor tech sales leadership support customized implementations operational efficiency Best for: independent financial advisors that need a comprehensive platform to improve client interactions and manage their practices effectively.
Orion Details
Orion's In-App Market Place
Does Orion have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
NGN (₦), USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), BRL (R$)
Pros & Cons
- Unified platform for all advisor operations, reducing manual tasks and system fragmentation
- Flexible deployment to match firm size, workload, and operational preference
- Integrates with industry-standard CRMs, trading platforms, and financial tools
- Supports growth with OCIO/TAMP solutions and custom indexing
- Client portals enhance transparency, engagement, and satisfaction
- Primarily designed for registered investment advisors; not for private investors
- Complexity may require onboarding/training for smaller firms
Orion's Support Options
Contact
(402) 895-1600