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November 18, 2010
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Company Info
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Service Overview
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- Portfolio Management Software
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Security
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- SSAE 16 Type II audit (formerly SAS 70 Type II
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Orion empowers advisors with the most comprehensive portfolio accounting service bureau. We liberate Investment advisors from their back office so you can devote more time to client-building activities and enjoy the relationship side of their business again.
Orion was built by an Advisor, for Advisors, and now administers over $75 billion in assets. We offer back-office solutions to more than 285 RIAs, Broker/Dealers and Turn-key Asset Managers. Key services include web based portfolio accounting, billing, trade order management, branded mobile apps, and a complete suite of customized performance reports.
