Skip to content
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.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Technology Providers: Financial Planning
Initiative
New Financial Planning Platform
In July of 2019, Orion Advisor Tech acquired the financial planning platform, Advizr, meeting the growing advisor demand for an improved client experience and agile, intuitive financial planning tools. Since the acquisition, Orion has wasted no time incorporating Advizr’s intuitive technology and user-interface capabilities into its core offering at no additional cost. Now Orion Planning, the platform serves as a way for advisors to effectively demonstrate value to their clients and provides a seamless barrier-free experience. For financial planners, Orion Planning displays a holistic view of client’s financial goals and investment performance details without the hassle of switching between portals. This solution offers unparalleled connectivity between traditionally disparate tools.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Technology Providers: Innovation Platforms
Initiative
Orion’s Turnkey Marketing Platform, Market*r, Supercharges Firm’s Growth Potential
Orion Market*r is the only marketing solution in the industry designed specifically to drive business growth through financial planning. Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and interactive goals-based workflows, this full-service platform will help advisors boost client engagement and fill their funnel with more qualified opportunities.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Technology Providers: Social Media Leadership
Initiative
Orion Helps Advisors Navigate COVID-19 Through Social Media Campaigns
In light of COVID-19, Orion pivoted its standard social media marketing to focus on helping advisors navigate the pandemic–both personally and professionally–by highlighting a series of campaigns and resources tied to overall wellness, client communication best practices, tech tip webinars, market commentary, and promotion around the free access to Orion’s financial planning technology. By holistically supporting advisors, Orion was able to improve advisors’ ability to keep their businesses running, while still successfully serving their clients.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Technology Providers: Thought Leadership
Initiative
The Fuse Show
Orion’s “The Fuse Show Podcast”, created to provide a space for the discussion of trends and headlines in the fintech industry and provide insight for financial advisors, released its first episode in July 2019. With a focus on innovation and disruption within the advisory space, the show features industry thought leaders discussing developments and trends in the fintech arena. Each episode provides listeners with actionable insights to help grow their business and better understand where the industry is headed.
Resources
DUE DILIEGENCE KIT
Operationalize Your Vision
We believe advisors win through technology and experiences that empower them with the tools they need to turn their visions into actionable goals.
INFOGRAPHIC
All Your Tech, All in One Place
Success looks different for every firm. We deliver innovative technology solutions – no matter the need – to help advisors of all business models push the limits of their success and operationalize their vision for years to come
EBOOK
Innovation: The Driving Force of Successful Advisory Firms
From your value proposition and client experience to your internal operational efficiencies and growth strategies, you have to be able to not just do everything better than your competition but also stay ahead of the trends and anticipate needs before they even arise.