Thinking About Becoming an Independent Advisor?

Orion’s Financial Advisor Technology Powers the Breakaway Journey

The decision to break away from a wire house or IBD and pursue your independence is a big one—and doing so requires the support of an experienced technology partner.

At Orion, we’re more than just a suite of solutions, and the road to becoming an independent advisor isn’t just about technology. That’s why we’ve created the Breakaway Resource Center, a central hub for financial advisors ready to make the next move in their career.

Making the Break: Register Now for Orion’s Breakaway Bootcamp

Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. 

Join our virtual Making the Break bootcamp for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.

April 7, 2021

Register Now

The Breakaway Advisor Starter Pack

In this essential bundle for emerging independent advisors, you’ll discover secrets for evaluating the vast advisor technology landscape, tips for making the most out of your next tech demo, and one breakaway advisor’s experience with Orion’s onboarding process.

Request Resource

Explore Orion’s Suite of Solutions

REPORTING

BILLING

CLIENT EXPERIENCE

TRADING

COMPLIANCE

BUSINESS INTELLIGENCE

MARKETING

DATA SERVICES

FINANCIAL PLANNING

By The Numbers: The Orion Effect

2,100+

advisory
firms served

$1.3T

In Assets Under
Administration

3.9 Million

Accounts Managed

75

of the top 100 Independent
Broker Dealers

4

of Barron’s Top
6 Firms

25%

of Firms
Have $1B+

Your Independence, Bundled

With over 100 integrations and a flexible open API framework, Orion empowers you to create the platform that works best for your new business.

Available from OrionSalesforce
Available from OrionRedtail
Available from OrionJunxure
Available from OrionWealthBox

Available from OrioneMoney
Available from OrionMoneyGuide
Available from OrionNaviplan
Available from OrioninStream

Available from OrionRiskalyze
Available from OrionHiddenLevers
Available from OrionFinMason
Available from OrionTolerisk

Available from OrionFidelity
Available from OrionPershing
Available from OrionSchwab
Available from OrionTD Ameritrade

How Can We Help Your Transition?

Get in touch to learn more about how Orion’s financial advisor technology can help jumpstart your journey to independence.

Let's Talk

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