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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 »



837 Customers Surveyed

7,341 Data Points Collected

2 Published TechFacts

7 Published Charts



Selected Research Highlights


Orion Customer Research

Supporting Client Relationships

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

Provides 24/7 access to client data for me and my staff
58%
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 bridges 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 Research

Orion Helps Solve the Challenges Firms Face

What types of challenges did your purchase of Orion solve for your business?

Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence
61%
Delivering engaging performance reports for all asset types
46%
Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting
45%
Creating a central technology hub through strength of API framework/integrations with other applications
34%
Offering a robust client experience (client portal, Engage) and mobile app
31%
Accessing excellent technology implementation, on-boarding and support resources
18%

Orion Customer Review

5/5 Stars

How has Orion helped you realize your growth and efficiency goals?

We have been able to focus our future investments and training into new advisors rather then more operations staff.

How has Orion helped you increase client satisfaction and retention?

We could customize the reports and also share the information with client’s via the portal.



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About Orion Advisor Services

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

Orion Advisor Services Website   Orion Advisor Services Website