Orion Advisor Solutions
Powering the Future of Advice.
Overview
Orion Advisor Solutions provides a holistic wealthtech platform for financial advisors. Their offering is built around a core of portfolio management and performance reporting, but has expanded to include financial planning, client portal and engagement tools, compliance solutions, and outsourced trading services. Orion aims to be the central hub that powers an advisor's entire practice.
✨ Key Features
- Portfolio Management & Accounting
- Performance Reporting
- Trading & Rebalancing
- Financial Planning
- Client Portal & Mobile App
- Compliance Tools
- Billing & Invoicing
🎯 Key Differentiators
- Open architecture with a vast integration marketplace, allowing advisors to build their ideal tech stack.
- Comprehensive offering that includes portfolio management, financial planning, and client experience tools.
- Strong focus on advisor support and service.
- Highly customizable reporting and client portal.
Unique Value: Provides a flexible, open-architecture platform that allows financial advisors to connect their entire tech stack, streamline workflows, and deliver a superior client experience.
🎯 Use Cases (3)
✅ Best For
- Supports thousands of advisory firms and manages trillions in assets under administration.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Institutional traders
- Do-it-yourself investors
🏆 Alternatives
While some competitors offer a more closed, all-in-one system, Orion's strength is its flexibility and open integration network, making it a preferred choice for advisors who want to customize their technology by combining best-in-class solutions.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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