What is Orion Enterprise?
The Orion Enterprise is a comprehensive advisor technology and investment management solution designed to empower independence, autonomy, and choice. This full-service platform caters to enterprise institutions and is specifically tailored for financial advisors, wealth managers, investment managers, broker-dealers, and institutional investors. According to Orion Advisor Solutions, the Orion Enterprise offers an intuitive and powerful technology that integrates critical solutions into a cohesive and customizable platform. The technology is delivered through an advisor portal, aiming to provide a seamless user experience and support advisors at every stage of the advisor-client journey.