Portfolio Accounting
Maximize your time and scale back-office processes with the #1 portfolio accounting solution by market share among advisors.¹
Strengthen Client Relationships and Grow Your Firm
When Altfest Personal Wealth Management, named to Barron’s Top 100 Independent Financial Advisors from 2013-2020, needed a new way to meet their clients’ unique, personalized needs at scale, they turned to Orion.
Find out how Orion’s superior service, specialized reporting capabilities, and powerful trading tools have not only saved Altfest time but also improved the overall experience for their advisors.
Do Business the Way You Want.
57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.² The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to grow your firm.
Scale your back-office processes with household-level rebalancing, asset location optimization, and a tax-forward method to trading. Calculate and charge fees however your firm does business with our robust billing engine.
Related Content
¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.
²Source: The Trouble with Tech Integration, Investment News, 2022.
