Overview
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,...
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What is Orion Enterprise?
Orion Enterprise, from Orion Advisor Tech (Orion Advisor Services) headquartered in Omaha, is presented as a full-service advisor technology and asset management platform. It includes technology from the former Advizr, acquired by Orion in summer 2019.
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Tech Details
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.
Key Features
Intuitive, Powerful Technology: Orion Enterprise offers a cohesive and customizable platform that integrates all critical solutions, making it easier for advisors to navigate and utilize. The technology is delivered through an intuitive advisor portal, ensuring a seamless user experience. It is designed to support advisors at every stage of the advisor-client journey.
Robust, Accessible Investment Options: With Orion Enterprise, wealth management becomes effortless as it provides robust yet flexible investment programs. Advisors have the freedom to choose what works best for their business and clients, all supported by a single platform. This empowers advisors to have complete control over their investment strategies.
Full-Service Support: Orion Enterprise aims to provide a more consistent and competitive client experience by offering full support on mission-critical back-office tasks. This not only enhances the overall client experience but also improves advisor productivity. The dedicated Orion team ensures that advisors have the necessary support to differentiate their firm in the market.
Accessible Advisor Education: Orion Enterprise makes it easier for advisors to grow their business and earn continuing education (CE) credit. It offers free, on-demand practice management and behavioral finance courses through the Orion Advisor Academy. This comprehensive education platform equips advisors with the knowledge and skills needed to excel in their profession.
Orion Enterprise Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
