Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through its subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company, Orion’s clients range from boutique RIAs to enterprise-level firms, all of which use Orion’s innovative and deeply integrated solutions to better serve their clients, win in a crowded marketplace, and build strong, profitable businesses.
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
RightCapital's innovative financial planning solution allows financial advisors to:
• Differentiate their value for more clients.
• Create a simple plan in as little as 10 minutes.
• Empower themselves to evolve with planning needs.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
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