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Products-Orion Advisor Tech

Orion Advisor Tech: Empowering Fiduciary Process for Wealth Management Success

Empowering Financial Success

Orion Advisor Tech provides a tech-enabled fiduciary process that empowers wealth management firms to attract new clients seamlessly, align planning goals with investment strategies, and help investors achieve their unique financial objectives. By offering a comprehensive approach that covers prospecting, planning, investing, and achieving, Orion ensures that firms have the tools they need to drive organic growth through client acquisition and engagement activities that are seamlessly integrated with the financial planning process.

Innovative Technology Solutions

Orion's technology offerings are designed to give wealth management firms a competitive edge. The platform includes Redtail CRM, the industry's #1 CRM for market share, which helps advisors work smarter and maximize their efficiency. Portfolio Accounting services from Orion enable advisors to scale their back-office operations effectively. The BeFi Tools provided by Orion, such as the BeFi20 framework, Protect, Live, Dream methodology, and 3D Risk Profile, assist advisors in guiding clients towards their financial goals. Additionally, Orion's trading solutions, risk intelligence tools, and compliance management systems are tailored to streamline business operations and ensure firms are exam-ready.

Fueling Advisor Success

Orion Advisor Tech is dedicated to powering advisors and winning for investors. The key offerings of the platform include Outsourced Chief Investment Officer (OCIO) services that help advisors save time, enhance their team's capabilities, and secure more business efficiently. With services like Portfolio Construction, Trade Desk support, Wealth Advisory solutions, and Custom Indexing capabilities, advisors can offer optimized and personalized portfolios to their clients, ensuring a high-quality wealth management experience.

Impressive Statistics

Orion's impact in the industry is substantial, with $4.4 trillion in platform assets, serving 2,300 independent advisory firms, and 110,000 Redtail CRM users. The platform caters to 6 million technology accounts and manages $69.4 billion in wealth management assets, showcasing its extensive reach and influence within the wealth management sector. Notably, 17 of the top 20 Barron's RIA firms rely on Orion's technology, highlighting its credibility and market leadership.

Advanced Wealth Management Solutions

Orion's Custom Indexing feature allows advisors to customize portfolios at scale, adding revenue with the click of a button. By combining proposal generation, trading, and reporting functionalities in a single tech-enabled solution, advisors can efficiently manage tax-efficient, personalized portfolios for their clients. Additionally, Orion's OCIO services through TownSquare Capital, LLC, enable advisors to access growth opportunities and offer exceptional wealth experiences tailored to high-net-worth investors.

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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.

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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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