A More Powerful Partnership

Orion’s flexible open API framework empowers you to run your business your way — with the custodian of your choice.

Advisor Walking

Helping Advisors Realize Their Vision for Success

Get an overview of how our technology improves advisor’s productivity, strengthens their client relationships, and grows their business.

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By The Numbers

Our Partnership Impact

See for yourself the impact the partnership between Orion and Equity Advisor Solutions has had for advisors everywhere.

5,141

Equity Advisor Solutions Accounts Reconciled by Orion³

13

Firms using Equity Advisor Solutions³

$1.32B

In Assets Under Management³

 

 

Independent Advisor Looking out at Opportunities
  Our Integrations

Seamless and Secure

  • Timely Data Aggregation and Reconciliation
  • Simplified, Efficient Billing Solutions
  • Scalable Trading and Rebalancing
  • Customized and Flexible Reporting
  • Critical Business Intelligence Insights
Learn More
76%

Of advisors agree that our tech enables

their firm’s success better than other providers

on the market.¹

88%

Of advisors agree that our integrations are

better than other solutions they considered.¹

85%

Of advisors agree that Orion Reporting is

better than other solutions they considered.²

Orion Custom Indexing
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.

See How

 

 

Tech that Powers Your Success

Get in touch today to learn more about how our partnership fuels your growth.

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¹Source: TechValidate survey of 185 users of Orion Advisor Tech, Published: Nov. 7, 2022 TVID: 9B2-E39-A6D

²Source: TechValidate survey of 232 users of Orion Advisor Tech, Published: Nov. 4, 2022 TVID: 3BC-A7D-C2A

³Source: As of 12/31/22