Banks and Trust Companies

Integrated Solutions

Orion’s financial services technology solutions are designed for firms like yours. Work with a partner that supports your advisors and helps your firm thrive.

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Solutions for Banks and Trust Companies

Why Orion?

Orion is dedicated to empowering banks and trust companies with the tools and services they need to thrive in a competitive market. With cutting-edge technology and industry expertise, we provide tailored solutions that enhance operational efficiency and support your long-term wealth management growth.

Seamlessly Integrated Tech

Optimize your operations with Orion’s integrated technology, tailored to meet the unique needs of custodians. Our solutions support principal and income reporting, trading, and integration with existing trust accounting systems, ensuring reliable and efficient processes both inside and outside your firm.

Robust Investment Options

Break down barriers to growth with flexible investment options managed from a single platform. Orion’s wealth management solutions empower advisors to tailor their strategies to best meet their clients’ needs.

Exceptional Service and Support

Ensure your advisors are fully supported with Orion’s comprehensive service environment. Improve productivity, enhance client experiences, and differentiate your firm with our dedicated support for your critical back-office tasks.

#1

Orion Compliance ranked first overall in client satisfaction in the 2023 Kitces Report AdvisorTech Survey.1

35%

Of risk executives see compliance and regulatory risks as the greatest threat to their company's ability to drive growth.2

The Weekly Wire: From Small Cap Surges to Inflation Reports – Key Takeaways from a Historic Week

Grow Your Firm at Scale

Ready to see how Orion can help your firm get to the next level?

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Technology Solutions for Banks and Trust Companies

An Integrated Platform Designed for Enterprise

Turn challenges into growth opportunities with seamless, scalable technology your employees can rely on.

Redtail CRM

Empowering financial professionals to work smarter — not harder — with the industry’s #1 ranked CRM for market share.3

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Portfolio Accounting

Maximize your team’s time and scale your back-office with the #1 portfolio accounting solution used by financial advisors.3

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Trading

Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.4

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Risk Intelligence

Help your team to understand risk and uncover opportunity.

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Compliance

Streamline record-keeping, enhance trade and communication monitoring, and simplify regulatory reporting.

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Integrations

Build your tech stack your way and connect with the tools your team loves most.

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DDK Banks and Trusts
Key Offering

Orion's Banks and Trusts 
Due Diligence Kit Brochure

Unlock the power of Orion’s technology with our Due Diligence Kit, designed specifically for banks and trust companies navigating the complexities of modern wealth management. This comprehensive resource highlights how Orion’s integrated solutions can help your firm scale operations, enhance client experiences, and maintain compliance—without disrupting your current trust accounting system.

From reporting and trading to compliance and client experience, Orion unifies the essential components of your tech stack, empowering your institution to stay ahead of evolving client demands and regulatory requirements. With insights into industry trends and the tools needed to drive efficiency, our Due Diligence Kit provides the strategic guidance your firm needs to thrive.

Explore how Orion can help you deliver a seamless, tech-enabled wealth management experience. 

Download the Due Diligence Kit today.
Key Resource

It All Comes Down to Data

The quality of your data and how it’s managed affects the success of your firm and your clients. With Orion’s Data Hub Package, get access to best-in-class data reconciliation, robust compliance management, innovative, customized reporting, and so much more. Watch our webinar to learn how we can help position you to fuel your operations more efficiently and scale your business.

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Outsourcing Manager Due Diligence

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Unlock your firm's full potential with Orion.

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1Source: The Technology That Independent Financial Advisors Actually Use And Like, The Kitces Report AdvisorTech Survey, 2023.
2Source: CRO and risk management leaders: Latest findings from PwC’s Pulse Survey, 2022.
3Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
4Source: Proprietary Orion data, as of 1/31/2024.

 

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

For financial professional use only. Not intended for public distribution.

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.