Banks and Trusts

How We Power Your 
Five-Star Advisor Service

Transform your principal and income reporting with precision.

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The Art of Managing Principal and Income

Your firm operates much like a high-end restaurant, with similar pressures and high expectations for a polished client experience. To support your operations, you need a back-of-house solution that can help you serve up exceptional results.

Orion has the tools and experience you need behind the scenes, transforming your principal and income reporting from the everyday to the extraordinary. Our advanced tools and seamless integration offer a comprehensive solution for banks and trusts.

Orion Advisors Working

Principal and Income Reporting

Real-Time Data Access

Enjoy the luxury of real-time updates on principal and income data. With dashboards you can depend on, gain a comprehensive view of account performance at a glance — designed for you to have the freshest information at your fingertips.

Advanced Reporting Tools

Reports should be made to order, tailored exactly to your institution’s needs. Orion's advanced reporting tools allow you to aggregate data from multiple accounts, presenting a holistic view that meets your institution's unique needs.

Compliance and Security

A well-run kitchen doesn't need to worry about a surprise inspection. Rely on Orion’s to uphold the highest standards of compliance and security. 

Orion Compliance

Deliver a 5-Star Experience: 
Book a Consultation Now

Much like fine dining, the quality of your services depends on exceptional behind-the-scenes support. Orion’s technology is designed to elevate your operations, helping you deliver outstanding client experiences. Request a consultation today and learn how Orion can help you deliver extraordinary client experiences.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.