Orion Advisor Tech
Unified platform for advisors to manage portfolios, operations, and client relationships.
Overview
Orion Advisor Tech provides a comprehensive wealth management platform designed to support financial advisors, RIAs, and wealth management firms. The platform integrates portfolio management, client relationship management, compliance, billing, and reporting tools to streamline operations and enhance client service.
The platform supports various business models including advisor-managed, partially outsourced (OCIO), and fully outsourced (TAMP) solutions. Orion emphasizes flexibility and scalability, enabling firms to customize their technology stack and operational workflows to align with their growth strategies and client needs.
Orion integrates with a wide range of third-party systems and offers tools for onboarding, performance tracking, tax efficiency, and personalized portfolio management, targeting independent advisors, operations leaders, technology managers, growth-focused RIAs, and high-net-worth client services.
Key Features
- + Portfolio management and performance tracking
- + Client relationship management integration with Redtail CRM
- + Compliance tools including trade surveillance and audit readiness
- + Billing and operational workflow automation
- + Customizable technology stack and integrations
- + Support for advisor-managed, OCIO, and TAMP business models
- + Tax-efficient and personalized portfolio solutions
- + Real-time alerts and reporting capabilities