Menu

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 »



1,113 Customers Surveyed

9,959 Data Points Collected

27 Published TechFacts

12 Published Charts



Selected Research Highlights


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 Advisor Services Customer Research

Which of the following visual brand elements influence your opinion of a company?

Company Name
76%
Company Logo
66%
Colors
43%
Other
16%

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

Quicker Compliance Operations

62% of surveyed Compliance officers and Operations professionals complete their compliance tasks at least 25-35% faster after implementing Orion.



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.

Orion Advisor Services Website   Orion Advisor Services Website