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The Integrated

Portfolio Accounting Platform

For Advisors



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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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Getting Started

orion-reporting

Reporting

orion-advisory-fee-billing

Advisory Fee Billing

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Trade Order Management

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Cost Basis & Tax Reporting

client-portal

Client Portal

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Orion Connect

mobile-app

Branded Mobile Apps

composites

Composite Reporting

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Notifications

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Business Intelligence

orion-api

Orion API

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New Account Center

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Broker Dealer Solutions

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Deliver

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Private Asset Platform

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Engage

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Discover

security

Security Solutions

leading

Solutions Overview

 

The Securities and Exchange Commission (SEC) put out a list of cybersecurity guidelines. If you’re an RIA firm, you’re on the hook. The SEC expects you to understand and implement the recommended guidelines.

Our cybersecurity resource helps you understand how the guidelines could affect how you operate your business.

cybersecurity

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Awards & Recognition

innovation

bleeding-edge

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