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Products-Orion Advisor Tech

Empower Your Firm's Success with Orion Advisor Tech Wealth Management Solutions

Maximize Profitability and Efficiency

Orion Advisor Tech offers a comprehensive wealth management solution designed to help financial firms maximize profitability, streamline operations, and enhance client experiences. By leveraging cutting-edge technology and flexible investment options, firms can expand their offerings, increase efficiency, and drive growth. Orion's integrated Advisor Portal empowers firms to generate personalized proposals, facilitate BeFi-driven financial planning, and deliver engaging client experiences.

Diverse Investment Options

With Orion's wealth management solution, advisors gain access to a diverse selection of third-party asset managers, proprietary investments, and tailored UMA portfolios. Supported by an in-house due diligence team, advisors can offer their clients a wide range of investment options designed to achieve their financial goals. Additionally, the platform enables advisors to create dynamic and easy-to-understand investment proposals to impress clients and prospects.

Optimize Operational Efficiency

Orion's OCIO service allows advisors to reclaim time in their day by providing the necessary tools and support to secure more business efficiently. By accessing leading strategists and flexible investment portfolios, advisors can make personalized investment decisions, enhance client relationships, and drive business growth. Moreover, Orion's Destinations Funds offer clients a comprehensive investment solution that focuses on asset allocation, manager selection, and portfolio construction, setting a solid foundation for sustained growth.

Experience Unmatched Support

With Orion's robust support system, advisors receive hands-on assistance at every step of the wealth management process. Featuring a dedicated team of investment professionals, advisors can design, implement, and manage customized solutions for their clients with ease. Achieving a 95% client retention rate speaks volumes about the quality of support Orion provides, from seamless onboarding experiences to personalized guidance on investment options and streamlined administrative tasks.

Advance with Custom Indexing

Orion's Custom Indexing solution allows advisors to manage tax-efficient, personalized portfolios at scale, enhancing operational efficiency and revenue generation. By consolidating proposal generation, trading, and reporting into a single platform, advisors can offer customized investment solutions effortlessly, focusing on client relationships while leaving the operational complexities to Orion's innovative technology.

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Empowering Wealth Management Professionals: Meet Orion Advisor Tech's Leadership Team

Meet Our Leadership Team at Orion Advisor Tech

Orion Advisor Tech is a leading provider of innovative technology solutions for the wealth management industry. At the helm of this cutting-edge company is an experienced and dedicated leadership team that is committed to empowering wealth management professionals with the tools they need to succeed. Let's meet some key members of the leadership team: Natalie Wolfsen, the Chief Executive Officer, brings a wealth of experience and vision to Orion. Under her leadership, the company has continued to drive innovation and provide exceptional service to its clients. Ron Pruitt, President of Orion Wealth Management, is dedicated to ensuring that Orion's solutions meet the needs of wealth management firms and their clients. Mark Mayo, the Chief Financial Officer, oversees the financial health of the company and ensures that it remains sustainable and profitable. Kylee Beach, the General Counsel, provides legal expertise and guidance to ensure compliance and risk management. Julie Lane, the Chief Human Resources Officer, focuses on building a strong team and a positive workplace culture. Betsy Jazynka, the Chief Marketing Officer, leads the marketing initiatives to promote Orion's offerings and reach new audiences. Chris Shutler, as the Head of Strategy, drives the company's strategic direction and growth initiatives. Together, this dynamic team is committed to driving success for Orion and its clients.

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Empowering Chief Technology Officers with Integrated FinTech Solutions from Orion Advisor Tech

Enhancing Efficiency and Performance with Orion's FinTech Solutions

Orion Advisor Tech offers innovative and reliable FinTech software solutions to empower Chief Technology Officers (CTOs) in navigating the complexities of financial markets and the ever-evolving regulatory landscape. By leveraging Orion's performance-driven technology, CTOs can streamline operations, eliminate siloed systems, and enable advisors to focus on building strong client relationships and driving business growth. With a clear focus on risk management, innovation, and compliance, Orion's solutions aim to provide a better balance for CTOs, ensuring they stay ahead in the fast-paced world of wealth management.

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Empower Your Advisory Practice with Orion Advisor Tech's Comprehensive Solutions

Enhance Client Focus and Operational Efficiency

Orion Advisor Tech offers a cutting-edge all-in-one software program designed to help advisors focus on their clients while streamlining operational tasks. By leveraging their top-rated CRM, Portfolio Accounting, and All-In-One software solutions, advisors can spend more time building relationships and growing their business. This efficiency is supported by the fact that Orion Advisor Tech holds the #1 market share for these crucial software categories, as validated by the T3 Inside Information Software Survey for 2024.

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Empowering Your Business Growth with Orion Advisor Tech

Integrated Solutions for Seamless Business Operations

Orion Advisor Tech offers a comprehensive suite of solutions designed to help you grow and scale your business effortlessly. With the #1 all-in-one software program for advisors, Orion provides a flexible ecosystem that integrates seamlessly with various tools available in the market. This integration eliminates the common pain point of a lack of coordination between core applications faced by many advisors. By leveraging Orion's portfolio accounting solution, you can expedite payment processes and customize reports to cater to any client preference, ensuring a personalized touch in your services.

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Empowering Advisors with Orion Advisor Tech Solutions

The All-In-One Solution for Growing Your Advisory Business

Orion Advisor Tech is the go-to platform for advisors looking to grow and scale their businesses efficiently and effectively. With the power of the #1 all-in-one software program at your fingertips, you have access to everything you need to streamline operations, win new business, and create stronger client relationships. Orion's integrated platform offers a comprehensive suite of solutions designed to meet the complex needs of modern advisors.

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