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Helping advisors

Experience integrated independence

So You Can 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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_position=”all” background_color_opacity=”1″ background_color_hover=”#f9f9f9″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner enable_animation=”true” animation=”fade-in-from-bottom” column_padding=”padding-4-percent” column_padding_position=”all” background_color_opacity=”1″ width=”1/1″ column_border_width=”none” column_border_style=”solid” delay=”200″][vc_column_text]

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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_position=”all” background_color_opacity=”1″ background_color_hover=”#f9f9f9″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner enable_animation=”true” animation=”fade-in-from-bottom” column_padding=”padding-4-percent” column_padding_position=”all” background_color_opacity=”1″ width=”1/1″ column_border_width=”none” column_border_style=”solid” delay=”400″][vc_column_text]

SCALE

Our back office support staff gives you the stability you need to keep the focus on your clients, not on managing internal software.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”40″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][testimonial_slider style=”multiple_visible” color=”accent-color-dark”][testimonial star_rating=”none” name=”Ron Carson, Founder and CEO of Carson Wealth Management Group, Peak Advisor Alliance & Carson Institutional Alliance” quote=”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.” id=”t2″ title=”Testimonial” tab_id=”1449261392601-2″]
[/testimonial][testimonial star_rating=”none” name=”Lindner Capital Advisors” quote=”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.” id=”t3″ title=”Testimonial” tab_id=”1449261392655-3″]
[/testimonial][testimonial star_rating=”none” title=”Testimonial” id=”1516656901288-0-6″ tab_id=”1516656901291-4″ name=”Jennifer Burton, Potomac Fund Management” quote=”Working with Orion has reduced our trading time by approximately 50 percent.”][/testimonial][/testimonial_slider][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][divider line_type=”No Line” custom_height=”60″][vc_column_text css=”.vc_custom_1489152650387{padding-right: 20px !important;padding-left: 20px !important;border-radius: 10px !important;}”]

SOLUTIONS

Built For and Used By

The Nation’s Top Advisory Firms

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Integrated Scale

“The whole Orion solution allows you to be much more scalable and much more powerful.”

– Eugene Yashin, CFA, Chief Investment Officer of Equities for Krasney

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