Create and deliver dynamic, compelling, and easy-to-understand investment proposals to your clients. Wow your prospects and build investment recommendations with an easy, intuitive workflow that guides you, step-by-step.
Cover all the bases with your clients with an easy-to-use proposal workflow that actually works for you.
In just a few clicks, you can create informative and personalized reports to help deepen your client engagement using Orion’s powerful advisor planning software, risk intelligence tool, and reporting tools.
Access an exclusive look at three of our most popular reports, a Financial Plan, a Risk Intelligence Proposal, and Quarter-End Overview.
57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.² Orion Stacks is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.
Create and deliver dynamic investment proposals that support your guidance and help you grow your business.