Orion Advisor Services, LLC. Model Trading, Performance Reports, Portfolio Accounting, Portfolio Management System Who We Are

We've dealt with sub-par support teams, too. ORION was built from the ground up to deliver exceptional support.

Orion combines extensive experience in the financial industry with significant technological expertise. Our skilled team of specialists have the well-rounded faculties required to conceptualize, develop, and support cutting-edge solutions. Led by an experienced management committee, Orion has successfully scaled operations to support its rapid growth. With over 80 employees, the size and composition of the company reflects its focused business purpose and dedication to accessible customer service.

Our Service Commitment

We understand that our clients rely on not only the quality of our data but also the quality of our support. Orion is committed, therefore, to providing exceptional customer service. We have implemented the following procedures to accomplish and sustain our high level of client satisfaction:

A staged, high-contact transition process that prevents you from “falling through the cracks”
Distribution of a “hot sheet” to all Orion staff informing them about your company and your account specifications
The assignment of a dedicated account manager to answer your questions and coordinate the implementation of any requests
Scheduled monthly meetings with your account manager to address ongoing maintenance
Exacting hiring and training procedures in developing our support staff
Continuous review and feedback gathering to identify necessary changes, improvements, and upgrades