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Products-Orion Advisor Tech

Orion Advisor Tech: Transforming the Advisor-Client Journey

Our Vision and Mission

Orion Advisor Tech is dedicated to transforming the advisor-client journey, aiming to revolutionize how this relationship unfolds. The company's mission revolves around supporting advisors and enterprises that cater to them, meeting their needs wherever they are in their technology adoption journey. Whether it's providing powerful technology, comprehensive wealth management solutions, expertise in behavioral finance, or more, Orion ensures these elements work harmoniously to help advisors build portfolios that align with their clients' diverse visions of success.

Pillars of Success: Prospect, Plan, Invest, Achieve

Orion's vision is built on four key pillars—Prospect, Plan, Invest, Achieve—that serve as the foundation for advisors to establish sustainable, future-ready businesses. By embracing this process fully, advisors can cultivate deeper relationships with their clients, unlock growth opportunities, and realize their unique vision of success. The prospect pillar focuses on driving organic growth through client acquisition and engagement strategies seamlessly integrated with the financial planning process.

Empowering Through Technology

Orion's modular suite of solutions empowers advisors and institutions to select the technology that aligns with their vision for success. Whether you're an advisor looking to push the boundaries of your achievements or an institution aiming for a comprehensive wealth management platform, Orion provides the tools to operationalize your vision and maintain relevance over time. For investors, real-time access to investment data and transparency into long-term financial stability are key offerings.

Comprehensive Solutions and Services

Orion's offerings span various areas including portfolio accounting, CRM integration, trading solutions, risk intelligence, compliance tools, financial planning software, and more. With a focus on enhancing advisor-client relationships, facilitating growth, and enabling operational efficiency, Orion's solutions cater to a diverse set of needs within the wealth management industry.

Get Started With Orion

If you're unsure where to begin or want to explore Orion's solutions further, reach out to their team to request a demo. By subscribing to their updates, you can stay informed about market trends, wealthtech insights, and news relevant to your advisory practice. Orion Advisor Tech is committed to helping advisors, institutions, and investors navigate the complexities of wealth management with innovative solutions and industry expertise.

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Empowering CTOs with Seamless Integration: The Orion Advisor Tech Solution

Simplify Workflow with Integrated Technology

Orion Advisor Tech offers a cutting-edge solution specially designed to empower Chief Technology Officers (CTOs) by providing seamless integration and efficiency in wealth management. With Orion's technology, CTOs can banish siloed tech and streamline their advisors' workflow, allowing them to focus on building better client relationships and fostering business growth. This integrated UX solution is designed to simplify day-to-day operations and eliminate the complexities of managing disparate systems.

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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.

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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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