Orion Advisor Solutions

Orion Advisor Solutions provides portfolio management technology for financial advisors, offering solutions for trading, reporting, billing, and client engagement.

Is this your company?

Email: sales@orion.com

Phone: +1 402 496 3513

Web: https://orion.com/

products

• Orion Portfolio Management Platform
  Comprehensive portfolio management system with trading tools, portfolio accounting, client billing, performance reporting, and client portal. Includes rebalancing capabilities and integrates with multiple custodians and fintech tools.
  
• Orion Connect
  A comprehensive client portal that enhances client communication and engagement while providing real-time portfolio insights and performance reporting.
  
• Orion Planning
  Scalable, goals-based financial planning solution supporting cash flow planning, risk assessment, scenario analysis, client reporting, and integrations with Orion’s wealth management ecosystem.
  
• Orion Proposal Generator
  Customizable, branded proposals; pre-built data integrations; automated investment analysis and risk profiling; compliance tracking; digital delivery and collaboration.
  
• Orion Advisor CRM
  Built on Redtail CRM technology, offers seamless integration with Orion's portfolio management platform. Features include client data management, activity tracking, workflow automation, document management, and compliance support tailored for advisory firms.