Orion Advisor Tech is a comprehensive wealth management platform designed to support financial advisors, investment managers, and wealth management firms in managing client portfolios, enhancing client relationships, and optimizing back-office operations. Orion offers an end-to-end suite of tools, including portfolio management, performance reporting, billing, compliance, and client engagement solutions. The platform is known for its intuitive design, extensive customization options, and seamless integration with other financial technology providers.

Orion Advisor Tech aims to empower advisors with the technology they need to deliver personalized, data-driven advice, improve operational efficiency, and enhance the overall client experience. With robust analytics, flexible workflows, and automated processes, Orion enables advisors to focus more on client relationships and less on administrative tasks.

Key Features:

1. Portfolio Management and Performance Reporting:
   Orion provides advanced portfolio management tools that support multi-asset class analysis, real-time performance tracking, and portfolio optimization. Its performance reporting capabilities allow advisors to generate detailed, client-friendly reports that showcase portfolio returns, benchmarks, and risk metrics.

2. Client Portal and Engagement Tools:
   Orion’s client portal offers a user-friendly interface where clients can access their account information, performance reports, and financial plans in real time. The portal supports interactive features like goal tracking, document sharing, and secure messaging, enhancing client engagement and communication.

3. Billing and Fee Management:
   The platform’s billing module automates the calculation and processing of advisory fees, supporting multiple fee schedules, tiers, and billing methods. Orion’s billing tools help firms streamline invoicing, ensure accurate billing, and provide transparency to clients regarding their fees.

4. Compliance and Risk Management:
   Orion includes built-in compliance tools that help advisors adhere to regulatory requirements and internal policies. The platform conducts trade surveillance, monitors account activity, and provides compliance reports, ensuring that firms maintain a high level of oversight and control.

5. Trading and Rebalancing:
   Orion’s trading and rebalancing tools automate the trade execution process, allowing advisors to efficiently rebalance client portfolios based on their investment strategies. The platform supports tax optimization, model management, and trading across multiple custodians, improving trading efficiency.

6. Financial Planning Integration:
   Orion integrates with leading financial planning software, allowing advisors to incorporate financial plans into their overall client management strategy. This integration helps advisors provide holistic advice that aligns investment management with clients’ long-term financial goals.

7. Data Aggregation and Integrations:
   Orion aggregates data from a wide range of sources, including custodians, banks, and third-party financial software. The platform’s open API architecture supports integration with other fintech solutions, enabling advisors to customize their tech stack and streamline data workflows.

8. Customizable Dashboards and Workflows:
   Orion’s customizable dashboards provide advisors with a clear view of key metrics, client information, and portfolio analytics. The platform’s flexible workflows can be tailored to fit the specific needs of individual advisors or entire firms, enhancing efficiency and productivity.

Benefits:

• Integrated Wealth Management: Orion combines portfolio management, client reporting, billing, and compliance into a single platform, reducing operational complexity.

• Enhanced Client Experience: The platform’s client portal, engagement tools, and personalized reports improve the overall client experience, fostering stronger advisor-client relationships.

• Operational Efficiency: Automation of routine tasks, such as billing and trading, frees up time for advisors to focus on strategic client interactions and business growth.

• Regulatory Compliance: Orion’s compliance features help advisors meet regulatory obligations, minimizing the risk of compliance breaches and enhancing firm oversight.

• Scalable and Customizable: Orion’s scalable design supports firms of all sizes, from independent advisors to large wealth management organizations, offering customization options that adapt to diverse business models.