Solutions for RIAs
Why Orion?
In today’s competitive environment, RIAs have to be different. Get the wealthtech suite that lets you focus on growing your business by making it easy to handle back-office tasks with the tools you need to build authentic connections with your clients.
Client Engagement
Do more to delight your clients with event-based notifications, visually dynamic dashboards, and a unique experience that’s all your own.
Strategic Growth
Simplify the day-to-day complexities of running a business so you can focus on spending your time with prospects and clients.
Customized Portfolios at Scale
Our fully integrated rebalancer and SMA optimizer work hand-in-hand so you don’t have to choose between customization and scalability.
Key Offering: Portfolio Accounting
Eliminate Busywork and Focus on Clients
Drive business growth and do more for your clients by streamlining daily portfolio accounting tasks.
Billing
Calculate, collect, and post your advisory fees on your schedule in no time.
Reporting
Tailor reports to your clients’ unique preferences.
Professional Services
Let our experienced team help with your most time-consuming, operational tasks — including maintaining alternative assets.
Data Services
Give your clients peace of mind with secure, accurate, and timely data.
Key Offering
Orion's Due Diligence Kit Brochure
Discover Orion's comprehensive suite of products and services with our Due Diligence Kit. Designed to empower advisors, our tech-enabled fiduciary process helps advisors seamlessly attract new clients, align planning goals with investment strategies, and achieve each investor's unique financial success.
With Orion, you can effortlessly connect all the tools needed to boost productivity, delight your clients, and grow your firm. Our Fiduciary Flywheel integrates these essential components, providing a tech-enabled approach that ensures you attract new clients, align planning goals with investment strategies, and achieve your clients' financial objectives.
Explore the breadth of Orion’s offerings and see how our solutions can help transform your advisory practice. Get your Due Diligence Kit today and start your journey toward greater efficiency and success.
Key Resource
Attracting High-Net-Worth Advisors
When high-net-worth investors seek a financial advisor, research reveals a surprising truth: performance and benchmarks aren't their top priorities. Instead, they value holistic wealth planning and exceptional client experiences. Hear from Thomas K.R. Wilson, CFA and Executive Vice President of Wealth Advisory at Orion, as he uncovers the key attributes wealthy clients are looking for and shares actionable insights on how advisors can exceed their expectations.
Watch the video now to learn how you can attract and retain high-net-worth clients by delivering the services they truly value.
