Request a Proposal

Thank you for taking the time to complete the Orion Request For Proposal (RFP) form. The information collected will be kept confidential and will not be shared with outside organizations. The objective of the RFP is to gather detailed information regarding your firm’s demographics and outsourcing needs. Once received, Orion will provide you with a detailed proposal outlining the services we can provide, the timeline for implementing these services, and the pricing structure.

To request a proposal for any or all Orion services, please complete this questionnaire. Note that, in order to provide services such as quarterly performance evaluation, trading, and advisory fee collection and billing, Orion must maintain and reconcile your database. While you can continue to collect data for your own use, Orion needs to maintain the data to perform these functions.

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