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Orion Advisor Services

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.

Website

https://orion.com/

Contacts

https://www.linkedin.com/company/orion-advisor-solutions/

https://twitter.com/orionadvisor

Orion
  • Tax-Intelligent Rebalancing
  • Billing
  • Financial Planning
  • Compliance Monitoring
  • Turnkey Asset Management Program
  • Trading
  • Reporting
  • Investment Management
  • Custody and Administration Services
  • Brokerage Accounts
Orion

Companies that integrate with Orion

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

401GO
401GO
New Gen 401(k) fully automated and affordable Retirement Plan platform targeted to Small Business
#Technology #Compliance #Rebalancing #Retirement Planning #HR Services
AdvicePay
AdvicePay
AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning.
#Billing #Compliance #Security #Payment Processing
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
#Portfolio Management #Billing #CRM #Financial Planning #Rebalancing #Trading #Portfolio Reporting
AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading
Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
AdvisoryWorld
AdvisoryWorld
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
#Portfolio Management #Analytics #Financial Planning #Proposal Generation
Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
#Financial Planning
Agreement Express
Agreement Express
Agreement Express is the leading client onboarding automation provider for financial services.
#Document Management
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
ATA RiskStation
ATA RiskStation
ATA RiskStation™ was created to help financial professionals evaluate portfolio risk and manage to client risk tolerance.
#Risk Profiling #Analytics
BasisCode
BasisCode Compliance
BasisCode Compliance meets the industry need for more integrated technology tools that manage the lifecycle of compliance risk, from identification to resolution.
#Compliance #Risk Profiling
Benjamin
Benjamin
Benjamin is the world’s first A.I. assistant created for advisors by advisors.
#Analytics #Communication Tools
Benzinga
Benzinga
Benzinga is a content ecosystem that makes information easier to consume.
#Investment Research #Analytics #Trading
BizEquity
BizEquity
The BizEquity solution allows professional business advisors to quickly develop accurate and comprehensive business valuation assessments for business owners.
#Analytics
BlackRock
BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.
#Financial Planning #Broker-Dealer Platforms #Trading #Retirement Planning
BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
#Rebalancing #Risk Profiling #Trading
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
#Document Management #Content Management
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
#Account Aggregation
CAIS
CAIS
CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products.
#Portfolio Management #Analytics #Portfolio Reporting
Calendly
Calendly
Calendly, a powerful yet simple automated scheduling tool, takes the work out of connecting with others so you can accomplish more.
#Time Management
CardConnect
CardConnect
CardConnect is a payments platform of Fiserv, focused on helping businesses of all sizes grow through the seamless integration of secure payment processing.
#Payment Processing #Payment Platforms #POS
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Cheshire Wealth Manager
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.
#Financial Planning #Analytics
Chicago Clearing Corporation
Chicago Clearing Corporation (CCC)
Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist.
#Analytics
Conga
Conga
Conga is the leader in end-to-end Digital Document Transformation.
#Document Management #Security #Technology
Dropbox
Dropbox
Dropbox is the world’s first smart workspace that helps people and teams focus on the work that matters.
#Content Management
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
#Broker-Dealer Platforms #Portfolio Management #Trading #Retirement Planning
Ebix
Ebix
Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries
#Life Insurance #Annuities #CRM #Risk Profiling
Egnyte
Egnyte
Egnyte is a secure content platform built specifically for business
#Content Management
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Everplans
Everplans
Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized
#Financial Planning #Document Management
factorE
factorE (Alphacore)
factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies.
#Risk Profiling
FactSet Research Systems
FactSet
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.
#Analytics #Investment Research
Fi360
Fi360 | Broadridge
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors.
#Investment Research #Analytics
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Portfolio Management #Trading #Investment Research
FinaMetrica
Finametrica
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.
#Risk Profiling
FinMason
FinMason
FinMason is the independent investment analytics engine for financial services platforms.
#Analytics #Investment Research
FIX Flyer
FIX Flyer
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.
#Trading #Rebalancing #Portfolio Management
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
iCapital Network
iCapital
iCapital Network is the financial technology company with the mission to power the world’s alternative investment marketplace.
#Investment Research #Compliance #Portfolio Reporting #Security
IncomeConductor
IncomeConductor
IncomeConductor is a revolutionary platform that provides the support advisors need to become retirement income specialists.
#Retirement Planning
TD Ameritrade
iRebal | TD Ameritrade
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.
#Rebalancing #Trading #Tax Planning
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Kwanti
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
#Analytics #Investment Research
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
#Content Management
LifeYield
LifeYield, LLC
LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.
#Tax Planning #Financial Planning #Rebalancing #Portfolio Management
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
#Custodian
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Morningstar
Morningstar TRX
Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.
#Rebalancing #Analytics #Trading #Portfolio Reporting #Tax Planning
MyRepChat
MyRepChat
MyRepChat - a compliant SMS messenger for regulated industry professionals
#Content Management
Fidelity
National Financial Services | Fidelity
National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group.
#Custodian
NaviPlan by Advicent
NaviPlan | Advicent
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.
#Financial Planning #Account Aggregation #Analytics #Portfolio Management #Risk Profiling #Retirement Planning #Tax Planning
NetDocuments
NetDocuments
NetDocuments has been the leader in cloud-based document management since 1999.
#Document Management #Content Management #Cybersecurity
Pershing
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
#Account Aggregation #Analytics #Custodial Platforms #Document Management #Financial Planning #Portfolio Management #Trading #Portfolio Reporting #Cybersecurity
Charles Schwab
OpenView Gateway | Schwab
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.
#Account Aggregation
Panoramix for Financial Advisors
Panoramix
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.
#Billing #Portfolio Reporting #Cybersecurity
Pershing
Pershing
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.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Quik
Quik!
Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity.
#Content Management
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
#Account Aggregation
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
#Account Aggregation #Trading
RightCapital
RightCapital
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.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Riskalyze
Riskalyze
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.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
RiskPro
RiskPro
RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting portfolios for their clients.
#Risk Profiling #Analytics #Investment Research #Portfolio Reporting #Retirement Planning
Salentica
Salentica | SS&C
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.
#CRM
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
ShareFile
ShareFile | Citrix
Citrix ShareFile is used by organizations of all sizes and across industries for its secure file sharing and collaboration tools.
#Document Management #Content Management
SmartOffice Ebix
SmartOffice | Ebix
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.
#CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
#Risk Profiling #Retirement Planning
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
#Custodian
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms
Wealth Access
Wealth Access
Wealth Access is one of the industry’s largest independent personal financial management and account aggregation platform
#Account Aggregation
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM
Fidelity
Wealthscape | Fidelity
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.
#Custodial Platforms #Rebalancing #Portfolio Management
XLR8
XLR8 | Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
#CRM

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