Platform assets2 17 of the Top 20 Barron’s RIA firms rely on Orion’s technology.³ 2,400 Independent advisory firms served2 114,000 Redtail CRM users are affiliated with 25,000 firms2 7.1M Technology accounts2 $97.5B Wealth management assets2 ...
Platform assets2 17 of the Top 20 Barron’s RIA firms rely on Orion’s technology.³ 2,400 Independent advisory firms served2 114,000 Redtail CRM users are affiliated with 25,000 firms2 7.1M Technology accounts2 $97.5B Wealth management assets2 ...
Platform assets2 17 of the Top 20 Barron’s RIA firms rely on Orion’s technology.³ 2,400 Independent advisory firms served2 114,000 Redtail CRM users are affiliated with 25,000 firms2 7.3M Technology accounts2 $98.6B Wealth management assets2 ...
Wealth & Asset Management Build business model resiliency, modernize core platforms and manage risk with our digital solutions Designed in partnership with credit unions and community banks, Orion’s GoVision CRM is a state-of-the-art customer management platform that seamlessly automates processes, im...
Digitally Enabled, Advisor Led Data-Driven Platform for Wealth Management Providers Global FinTech Company Modernizing The Customer Experience for a FinTech’s Banking Product Fortune 500 Telecom How a Major Telecom Reimagined their Billing Process and Increased Efficiency US-based Water Utility Compa...
With the right platform — i.e., something that brings together financial planning, guided proposal generations, streamlined digital account opening, comprehensive trading, account management tools, intuitive reporting, compliance tools, 3D Risk profiles and portfolio stress testing — that connected ...
As of the end of last year, Orion serviced more than $4 trillion in assets under administration and nearly $66 billion of wealth-management-platform assets. Brian McLaughlin, Orion’s president, said in a statement, “In an increasingly competitive advisory environment, advisors have told us tha...
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Request a Demo Empower Clients to Achieve their Financial Goals Deliver holistic advice, connect progress toward goals with investment performance, and collaborate on goals-based or cash flow planning — all on one powerful, easy-to-use platform. ...
Harness constant innovation, scalable solutions, and an integrated platform — under one agreement — designed to help you win new business, streamline operations, and create stronger client relationships. Who We Serve RIAs Advisors in Transition ...