Our Job is to Make Your Job Easier

There’s a reason 95% of our clients stay with us.¹ Our commitment to your success goes beyond implementation with ongoing support to help you maximize your tech investment and experience — including real-time access to our Client Service team, hands-on strategic consultants, and dedicated subject matter experts to assist you.

We answer

90% of requests

in less than 60 seconds.¹
Training & Support

With You Every Step Of The Way

No two firms run their business the same way. That’s why our support models provide a customized experience to help operationalize your unique vision.

Chat, Phone, Email & Co-Browsing

Get support and answers with real-time access to our team, however is most convenient for you.

Online Training Platform

Train yourself on Orion’s robust tools — at your own pace — with videos and PDF guides.

AssistMe

View on-screen tutorials that show you how to navigate the system and accomplish tasks more quickly.

Live Weekly Webinars

Register for webinars — hosted by our expert Subject Matter Expert (SME) teams — offering best practices, tech tips, and insights into product enhancements.

Subject Matter Experts 

Receive direct access to teams Subject Matter Expert (SME), specializing in Reporting, Billing, Trading, Cost Basis, Performance, Compliance, and more.

Professional Services Team

Whether you’re new to Orion or you’re an experienced user, the Orion Professional Services Team can help you get the most out of your Orion experience and better streamline your back office.
Advisor Walking
Check it Out: Case Study

Gain Valuable Time and Increase Productivity with Orion’s Professional Services Team

See how advisory firms are leveraging the expertise of Orion’s Professional Services Team to take on back-office operations so you can focus on what you do best: building relationships that grow your business.

Learn More
Orion Stacks
Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

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 propel productivity, delight your clients, and grow your firm.

Take Your Advantage

Committed to Your Success

Get in touch to see how we can help you grow your business today and tomorrow.

Get in Touch

¹Source: Proprietary Orion data, as of 7/28/2023.
²Source: The Trouble with Tech Integration, Investment News, 2022.