Access actionable data, create custom reports in no time, and personalize reports for every client. Make smarter, data-backed decisions with powerful performance reporting for you and your clients.
Quickly build personalized reports with an intuitive drag-and-drop interface and dozens of sub-report options.
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.
Gain an exclusive look at three of our most popular reports: a Financial Plan, a Risk Intelligence Proposal, and Quarter-End Overview.
Download your copy and start transforming your advisor-client relationship.
57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.1 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.
Tailor report details and styling to reflect the unique preferences of all client types.
Increase engagement and convert prospects to clients through innovative reports personalized for each investor and customized to your brand.