Item: Orion Practice Management System
Rating: 9
Author: Verified User

Overall Satisfaction with Orion Practice Management System

Use Cases and Deployment Scope

We use Orion daily in our firm. The client information is aggregated over from Schwab into the Orion platform, where we can run reports, track performance data, make trades, and process billing. It is a complex system, but the Orion help desk has been amazing in walking us through the program and how to best use it. We love using Orion.

Pros and Cons

Pros

Performance Reporting.
Billing prep and processing.
Family householding.

Cons

Report building could use improvement.
Report finding and help is hard.
Cleaner menu dropdown lists.

Return on Investment

Clean performance data helps us with client update meetings.
Speed of billing is a positive for our firm.
Report generation in Orion is something we do daily.

Usability

It is a complex system and difficult to onboard and figure out, BUT once you've got the hang of it, it is a great tool for your company and for your clients. The help desk is responsive and knowledgeable, and does a great job sticking with you through onboarding. There are a lot of options within Orion that can feel overwhelming, but again, the help desk is fantastic.

Key Insights

Do you think Orion Practice Management System delivers good value for the price?

Yes

Are you happy with Orion Practice Management System's feature set?

Yes

Did Orion Practice Management System live up to sales and marketing promises?

Yes

Did implementation of Orion Practice Management System go as expected?

Yes

Would you buy Orion Practice Management System again?

Yes

Other Software Used

RightCapital, Redtail CRM, 8x8 Work, Microsoft Teams

Likelihood to Recommend

Orion is a great information organizer. It can be used as a CRM for your company as well as a performance tracker. The CRM functions are minimal but do hold pertinent client information. You are able to see real-time performance data, and there is even a client-facing portal if your clients would like to see their performance. While Orion might be hard to figure out, it's a wealth of information and worth figuring out the best case use for your firm.

Comments

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