Put Big Data to Work for Your Advisory Firm

schedule orion demo

Just what is Business Intelligence?

It’s a powerful way to look at your organization’s data through analytical processing and reporting to unearth greater insights into how your firm operates and how to grow more intelligently.

Orion’s Business Intelligence solution gives you complete transparency and insight into your firm. You can search for, filter and sort any information stored in your Orion database, from accounts across states, to average account size per zip code, to attrition and growth factors.

Business Intelligence is available for all Orion advisors at no additional cost through pre-built dashboards in the Insights and Trends apps in Orion Connect. For advisors who want more control over their data, Business Intelligence can also be accessed via third-party data visualization software.

If it matters to your firm and can be tracked with Orion, it can be found and analyzed with Orion’s Business Intelligence.

All Your Data is Open to You

Ad Hoc Analysis for Reporting Any time

Always Available with Complete Control

Access Directly in Orion Connect or Choose a Third-Party Method