Comprehensive Financial Management for All Your Assets
The Orion Private Asset Platform gives advisors a way to manage their high net worth clients’ traditional and alternative investments in a single comprehensive platform for a full accounting of their wealth.
The new offering marries the advanced portfolio accounting capabilities from Orion’s platform with the premier private asset management and reporting services provided by WealthSite.
Advisors can now manage and report on their high net worth clients’ private and public assets in one place—including both investment and non-investment assets, such as art and jewelry, and traditional investments, giving a holistic view of an investor’s wealth in aggregate.
Instantly generated reports give advisors a holistic view into all managed accounts
Improve repeatable workflows
Reporting of capital commitments, capital contributions, income accounting, and more