2016

Time to Start Fresh And

Enjoy Your Business Again™



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Customization

No two advisory firms are the same. Orion provides you with flexibility to stand out while engaging your clients in your own style and approach.

Integration

We believe the best technology solution is one that plays well with others. Orion employs an open architecture so your data can be shared with other leading software solutions you use.

Scale

Our back office support staff gives you the stability you need to keep the focus on your clients, not on managing internal software.

"Orion gave us scale and functionality needed to execute our trades. On a daily basis, we look at all 50,000+ of our clients' accounts and place trades where needed. I trust Orion's trade process every day."

− Edelman Financial Services, LLC

"With the Client Experience Optimizer (C.E.O) and Orion Connect at its foundation, Carson Wealth experienced a 39% increase in operations efficiencies in its first full quarter of implementation."

− Ron Carson, Founder and CEO of Carson Wealth Management Group, Peak Advisor Alliance & Carson Institutional Alliance

"There is always someone at Orion who can help you—whether you need to talk through a query or need assistance completing a task. You always have support at Orion."

− Lindner Capital Advisors
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Solutions Overview

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Private Asset Platform

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Business Intelligence

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Getting Started

advisor reporting

Reporting

engage

Engage

dispatch

Deliver

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Advisory Fee Billing

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Trade Order Management

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Orion Connect

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Orion API

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Branded Mobile Apps

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Cost Basis & Tax Reporting

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Discover

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Composite Reporting

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Client Portal

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New Account Center

ON CHOOSING ORION

“It’s allowing us to spend more time giving back to the clients because we don’t have to mess with all the little stuff. We don’t only enjoy doing it, we should be doing it. It’s given us a whole new level of freedom, and it’s kind of shocking how much time it frees.”

bijan-golkar-fpcwealth-orionBijan Golkar, CFP
FPC Investment Advisory
Petaluma, California

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Awards & Recognition

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