Read/write data from portfolio records, models/trading, report/proposal builder, and billing.

What you need

• An active Feathery account and form
• An active Orion account

Background

Orion Advisor Technology is a company that provides financial technology solutions primarily for financial advisors and wealth management firms. Their platform offers tools for portfolio management, financial planning, client engagement, and performance reporting. The goal is to streamline and enhance the efficiency of financial advisors' workflows, allowing them to provide better services to their clients.

Features

1. Portfolio Management: Tools for tracking, analyzing, and reporting on investment portfolios.
2. Financial Planning: Comprehensive financial planning capabilities to help advisors plan for their clients' futures.
3. Client Portal: A portal that allows clients to view their financial information, investment performance, and communicate with their advisors.
4. Data Management: Integration and management of financial data from various sources.
5. Compliance and Reporting: Tools to ensure compliance with regulatory requirements and to generate detailed reports.

Benefits

1. Streamlined Operations:
   • Automation: Automates routine tasks such as portfolio rebalancing, performance reporting, and fee billing, saving time and reducing errors.
   • Data Integration: Integrates data from various sources, providing a unified view of client information and investment portfolios.
2. Enhanced Client Experience:
   • Client Portal: Provides clients with easy access to their financial data, investment performance, and other important information through a secure portal.
   • Customization: Allows advisors to personalize client communications and reports, enhancing the client-advisor relationship.
3. Improved Efficiency:
   • Comprehensive Tools: Offers a wide range of tools for portfolio management, financial planning, trading, and compliance, which helps advisors manage their businesses more effectively.
   • Scalability: Supports firms of various sizes, from individual advisors to large enterprises, making it adaptable as the business grows.
4. Compliance and Reporting:
   • Regulatory Compliance: Assists in ensuring that advisors meet regulatory requirements through comprehensive reporting and data management tools.
   • Detailed Reporting: Provides robust reporting features that allow for detailed performance analysis and client reporting, enhancing transparency.
5. Integration Capabilities:
   • Third-Party Integrations: Integrates with various third-party software, including CRM systems, financial planning tools, and custodial platforms, creating a cohesive technology ecosystem.
6. Data Security:
   • Security Measures: Implements strong security measures to protect sensitive client information, ensuring data privacy and compliance with industry standards.
7. Support and Training:
   • Client Support: Offers customer support and training resources to help users get the most out of the platform.
   • Ongoing Updates: Regular updates and enhancements ensure that the technology stays current with industry trends and regulatory changes.

Orion Advisor Technology is widely used in the financial services industry, particularly among independent financial advisors and firms seeking to leverage technology to improve client service and operational efficiency.