Advisor Portal

Intuitive, Simplified Dashboard

Navigate growth with ease with robust, multi-custodial financial advisor software designed to integrate seamlessly with your firm’s operations and systems.

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Everything in One Platform

Advisor Dashboard

Unlock a customizable dashboard that brings actionable data to the forefront. View your entire book of business, all in one place.

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Client Account Overview

See less clutter and more data. Get detailed client information, including logins, planning tools, and transaction history.

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Advisor Portal

Proposal Generation and Account Opening

Create and share personalized proposals, then unlock a guided client onboarding experience with DocuSign integration.

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Custom Indexing Proposal

Trading

Conduct model and sleeve maintenance, assign new models, and place buy/sell trade orders with ease.

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Financial Planning

Leverage BeFi-informed tools to undertake goal-based or cash-flow planning to help clients achieve their dreams.

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Reporting

Access enhanced client and business reporting. Locate and run client reports and defined queries, plus gather advanced rep-level insights.

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Prospect, Plan, Invest, Achieve

Tech Solutions to Power Every Client Interaction

The Orion Advisor Portal unites the tools and data you need to support your firm across the Fiduciary Flywheel. Whether you’re focused on attracting new business or expanding existing relationships, Orion is here to simplify your work.

Prospect

Personalized proposals and a streamlined onboarding process make it easy to win new clients.

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Plan

BeFi-enhanced planning tools inspire deeper conversations with clients and help you develop tailored plans.

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Invest

Our simplified trading tool makes it easy to execute your investment strategy and stay the course over time.

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Achieve

In-depth client account data plus robust reporting tools help you identify opportunities and bring them to fruition.

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Ready to Experience
Tech-Enabled Growth?

See how our financial advisor software can help get you there.

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