You need a portfolio accounting solution that enables your firm’s unique value proposition, not a one-size-fits-all. At Orion, we integrate our portfolio accounting and rebalancing solutions with the CRM, financial planning and custodial systems that are the best fit for the way you do business. We power integrations real-time through our web service API.
Continuing to build out additional integration capabilities is where we are focusing our development resources. We are currently working on delivering our entire suite of portfolio accounting and rebalancing functionality through web-based CRM systems. We believe in the independent power that integration provides!
Accurate and timely data is the foundation of the Orion system. Our day starts with gathering and reconciling your custodial data to ensure you are ready to meet the daily needs of your firm: performance reporting, trading, billing, and private labeled portals. Whatever custodian or interface, we work with you to support your data needs.
From prospecting to new account workflows to client reviews, your CRM is the focal point for all your client data. At Orion, we recognize the importance of true integration as well as advisor independence and work with industry leading CRM's to provide a seamless CRM and portfolio accounting user experience.
Client portfolio allocations need to move at the speed of the markets. In order to process trades efficiently, Orion provides a trade order management system and integrates with third party applications providing efficiency in rebalancing your firm's accounts.
It's not just about performance. Orion integrates key portfolio accounting data with industry leading planning systems allowing you to efficiently create financial plans and report goals alongside performance.
Beyond performance reporting, you need to deliver time sensitive research to your clients and staff. Orion provides integration with leading research platforms to provide investment analysis, product fact sheets, hypothetical illustrations, and Monte Carlo simulations.
ORION is passionate about providing our clients and partners with exceptional service. As part of this ongoing commitment, we have implemented an extensive service performance review policy. We invite you to inform us of any aspects of our service in need of improvement or, conversely, if you have recently encountered noteworthy support from a member of the ORION team.
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If you have additional feedback or would like to speak with a member of our team, please call us at (402) 496-3513.
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