Welcome to Orion Essentials!

In order to make your upgrade to Orion Essentials seamless, we want to confirm your use of our services. Once we receive this information, we will be better prepared to get you on your way toward full utilization of your new bundle! An onboarding project manager will reach out to schedule a call upon completion of this survey. 

Contact Information
Services available to you
Please utilize the comments section at the end of the survey to give us additional information if needed
Redtail CRM
Redtail Speak
Redtail Imaging
Proposals and New Accounts
Eclipse(trading) Must be fully onboarded, Must use Orion Billing
Client Portal and Mobile App
Alternative Investments Platform
The Alternative Investment Platform (AIP) houses and maintains transaction and valuation information for alternative investments, such as hedge funds, limited partnerships, REITs, etc. The AIP also allows you to make edits en masse using the available import templates
Trading - Eclipse
Communities - Investment Model Market Place
Billing
Trends - Business Intelligence