February 12, 2025
Orion Advisor Solutions: Innovative Wealth Management Tools
Discover Orion Advisor Solutions' all-in-one platform offering tools for wealth management, AI-powered insights, and seamless integrations for advisors.
Discover Orion Advisor Solutions' all-in-one platform offering tools for wealth management, AI-powered insights, and seamless integrations for advisors.
Orion Advisor Solutions: Wealth Management with Innovation
Orion Advisor Solutions has firmly established itself as a premier provider of cutting-edge wealth management solutions. With a strong commitment to innovation, client satisfaction, and industry-leading technology, Orion has become the go-to platform for financial advisors aiming to streamline their operations and enhance client engagement.
By offering a comprehensive suite of tools, seamless integrations, and a user-centric approach, Orion is redefining how advisors manage their businesses while ensuring exceptional outcomes for investors.
Founded in 2002 by Pat Clarke and Mike Miola, Orion Advisor Solutions was born out of a necessity to create a powerful investment accounting system tailored for Registered Investment Advisors (RIAs). The company has since grown exponentially, supporting over 6.3 million client accounts and overseeing $4.4 trillion in assets under administration. With a strong foundation built on technology and service excellence, Orion continues to evolve, meeting the ever-changing needs of financial professionals.
Orion’s mission is straightforward: empower fiduciaries to build efficient and scalable businesses. By alleviating the burdens of back-office operations, Orion enables advisors to dedicate more time to client relationships. This vision is structured around four fundamental pillars: Prospect, Plan, Invest, and Achieve—a streamlined approach designed to facilitate long-term client success.
Orion’s dedication to excellence has not gone unnoticed. The company has received multiple industry accolades that validate its superior technology and service offerings:
These awards highlight Orion’s commitment to continuous improvement and its ability to deliver transformative technology solutions that empower advisors and their clients.
Orion offers an extensive range of tools that enable advisors to manage their businesses efficiently while optimizing client outcomes. These include:
An all-in-one platform designed to enhance advisor efficiency at scale. This flagship product integrates multiple features such as portfolio accounting, billing, reporting, trading, and compliance, offering a seamless user experience. With an intuitive interface, advisors can manage their workflows efficiently, reduce administrative burden, and focus more on client relationships.
Orion’s Portfolio Accounting solution simplifies financial reporting, trade reconciliation, and investment tracking. The Performance Reporting feature provides real-time analytics, customizable dashboards, and advanced benchmarking tools, allowing advisors to offer transparent and data-driven insights to clients.
A powerful customer relationship management tool, Redtail CRM allows advisors to efficiently manage client interactions, automate follow-ups, and track communication history. This feature ensures a structured and organized approach to client relationship management, improving retention and service quality.
Orion provides advanced tax-intelligent trading and portfolio rebalancing tools that help advisors optimize investment strategies. Features include tax-loss harvesting, automated trading strategies, and customizable rebalancing schedules, ensuring portfolios remain aligned with clients’ financial goals.
Orion’s Risk Intelligence suite enables advisors to assess portfolio risks using in-depth analytics. The platform also includes robust compliance solutions to help advisors stay ahead of evolving regulations, automate audit trails, and streamline SEC and FINRA reporting requirements.
With Orion Planning, advisors can develop comprehensive financial plans that integrate clients’ assets, goals, and projected outcomes. The Client Portal offers an easy-to-use interface where clients can track their financial progress, view account details, and communicate securely with their advisors.
Orion caters to high-net-worth individuals with advanced solutions such as:
Orion integrates Behavioral Finance (BeFi) tools to enhance advisor-client relationships.
Orion leverages Artificial Intelligence (AI) to enhance decision-making and improve efficiency. Orion Compare uses AI to generate personalized investment insights, while Redtail Speak facilitates real-time, AI-powered client communication.
Orion seamlessly integrates with BNY Mellon Pershing, eMoney, Fidelity, MoneyGuide, and Charles Schwab, ensuring a flexible and efficient workflow tailored to advisor needs.
One of Orion’s standout features is its focus on user experience and client engagement. The Client Portal offers a sleek, intuitive interface that allows clients to monitor their portfolios, track financial progress, and communicate with their advisors in real time. Features like event-based notifications, mobile accessibility, and behavioral finance tools (BeFi) further enhance engagement and decision-making.
For advisors, the Advisor Portal consolidates essential functions onto a single platform, streamlining portfolio management, financial planning, and reporting, all while maintaining a user-friendly interface.
Orion Advisor Solutions is more than just a wealthtech provider—it is a transformative force in financial advisory services. With a comprehensive product suite, AI-driven innovation, industry recognition, and an unwavering commitment to client success, Orion remains a top choice for financial advisors seeking a robust and future-proof technology partner.
Orion offers an all-in-one, highly customizable platform with AI-driven insights, seamless integrations, and industry-leading client engagement tools.
Orion provides tailored solutions such as direct indexing, alternative investments, and foreign currency management to meet the needs of high-net-worth investors.
Yes, Orion seamlessly integrates with leading financial platforms such as eMoney, Fidelity, Charles Schwab, and MoneyGuide, ensuring a smooth workflow for advisors.
Orion integrates AI into its platform with tools like Redtail Speak for real-time communication and Orion Compare for intelligent investment insights.
Orion offers a robust support system with a dedicated team, a knowledge hub, live training sessions, and the Orion Advisor Academy for continuing education.
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