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TechValidate Research on Orion Advisor Services

These pages present data that TechValidate has sourced via direct research with verified customers and users of Orion Advisor Services. TechValidate stands behind the authenticity of all published data. Learn more »



1,102 Customers Surveyed

9,838 Data Points Collected

20 Published TechFacts

7 Published Charts



Selected Research Highlights


Orion Customer Research

How much more quickly do you get paid since using Orion?

In half the time it took before Orion: 47%
In ¼ the time it took before Orion: 22%
In 1/3 the time it took before Orion: 18%
Too fast to even quantify: 13%

Orion Customer Research

How have Orion’s client experience tools impacted your relationships with your clients?

Provides 24/7 access to their data and to me and my staff
59%
Gives me the ability to provide clients with a comprehensive view of their financial life
52%
Increased transparency and accountability
49%
Provides opportunities for interactivity and collaboration with clients
36%
Puts me in a position to be clients’ trusted source for financial information and education
27%
Allows me to be proactive instead of reactive in my client relationships
26%
Differentiates me among competitors
23%
Helps build bridge to the next gen
18%

Orion Customer Statistic

Increasing Efficiency Through Integration

49% of surveyed customers improved efficiency because Orion provides integrations with key technology partners.

49%

Orion Customer Statistic

Powering Growth and Profitability

40% of surveyed customers increased firm revenue by 30-50% or more after implementing Orion.

40%


More to Explore



About Orion Advisor Services

We exist to create technology that frees our advisors to connect with their clients and live life following their passions.

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