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Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a more engaging client experience. Orion is now the largest privately-owned portfolio accounting service in the country and the fastest-growing portfolio management solution of 2019, according to a leading trade periodical’s 2019 Tech Survey.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Technology Providers: Client Portals
Initiative
Orion’s Financial Planning Acquisition Further Elevates the Client Experience
Following their acquisition of Advizr in July of 2019, Orion has wasted no time in making enhancements to their platform. The enhanced Orion Planning portal now offers at-a-glance details on a client’s current market value, year-to-date returns and unrealized gains/losses, allocations, transaction summary, and portfolio value contrasted with net amount invested. Freed from the need to piece together data from multiple platforms, advisors can quickly and efficiently view their clients’ complete financial landscape.
Resources
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VIDEO
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WEBINAR
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