1Source: U.S. Broker/Dealer Marketplace, Cerulli, 2022.
2Source: Evolution of the Broker-Dealer: Clearing a Path to the Future, BNY Mellon, 2023
31Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
4Source: BeFi Week 2021, Investments and Wealth Institute, 2021.
5Source: Proprietary Orion data, as of 1/31/2024.
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