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What We Do > Our Tools
Orion’s technology platform is designed to integrate seamlessly with your practice. Your database is hosted in our secure, redundant facility, and you have constant access to your information via our specialized applications. Because our technology is delivered on an application service provider basis, you will never have to pay for a software upgrade, and our regularly scheduled enhancements are automatically deployed without requiring any effort on your part.
Desktop is Orion’s powerful portfolio management suite, designed to meet the needs of today’s Registered Investment Advisor, and your staff's primary tool for interacting with your database. Developed using the latest distributed environment technology, the application is installed on your personal computer and links to our data center through a secured Internet connection. As your staff modifies client information within the application, changes are immediately applied at the data center and, every 24 minutes, replicated to our remote disaster recovery center.
Inside Desktop are powerful reporting tools, including a custom report wizard. The trading tools allow you to execute buys, sells, and model trades. You can quickly and easily make edits to your client data, and the integrated CRM tools allow you to track client communication and appointments all in one place.
The Orion Website is designed to integrate seamlessly into your RIA’s established web presence. Customized to match the branding and color scheme of your existing materials, your clients will visit your site - not the custodians’ - strengthening your RIA’s identity.
The Website provides secure access to your database for clients, representatives, broker/dealers, and relationships. Each client can log in to view their associated accounts and reports. Representatives, sub-advisors, and wholesalers can access information on clients associated with them. Broker/dealers can easily run compliance reports for their registered representatives’ clients. And the RIA master account oversees all information stored within the database, and has the ability to create user accounts for the different security classes.
Orion’s eProfile tool is an online investment policy statement system that is tailored exactly to your client profile questionnaire and paperwork. Orion digitizes your IPS and creates a custom eProfile to electronically gather a new client’s responses. This simplifies the information gathering process and helps you to maintain consistency in record keeping. eProfile’s automated information population streamlines new account procedures, especially for firms working with multiple solicitors.
