Original Research on Orion Advisor Tech

Orion Customer Research

Why Firms Choose Orion Over the Competition

What made Orion stand out amongst competitors?

Breadth and depth of integrations	49%
Commitment to constant innovation	46%
Robust features and depth of offering	46%
Deep customization options	41%
Client experience	36%
Comprehensive implementation and support resources	31%
Process and reputation for data conversion and accuracy	25%
Genuine pricing	18%

Orion Compliance Customer Testimonial

We already use Orion, so the Orion Compliance integration and pricing made it a no brainer.

— Partner, Small Business Financial Services Company

Orion Advisor Tech Case Study

Small Business Financial Services Company

Introduction

This case study of a small business financial services company is based on a September 2022 survey of Orion Advisor Tech customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

“Billing and reporting has been a game changer. The amount of time we now save using Orion’s billing are reporting is absolutely incredible.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select Orion Advisor Tech:

The reasons they chose Orion over the other portfolio management options were:
- Orion provides the best end-client experience
- Orion is the best long-term solution as we grow and scale
They started looking/ultimately switched to Orion because:
- Their previous tech didn’t integrate with the tools they needed
- The previous tech was stagnant and wasn’t meeting their evolving needs
- The support and service of my previous tech were poor

Use Case

The key features and functionalities of Orion Advisor Tech that the surveyed company uses:

Compared to the other solutions they considered:
- The integrations through Orion save me time
- Orion offers better integrations than other providers they considered
Compared to their previous provider or other providers they considered Orion’s:
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better
- Billing: Best in Class
- Trading (Integrated Trading and Rebalancing): Better
- Client Experience: Better
- Integrations: Significantly Better

Results

The surveyed company achieved the following results with Orion Advisor Tech:

Before selecting Orion, they also considered:
- Envestnet Tamarac
- Black Diamond
- Advent APX
Orion connects well with the other tools and saves time because of its deep integrations
How long it took to see a return on their investment in Orion:

They described their onboarding experience as:
- The data conversion was successful thanks to productive collaboration with the Orion team
- The customer service was great and Orion’s teams were with me every step of the way
When it comes to the future of their firm:
- I plan to stay on Orion’s platform for 5+ years
- I am confident in that Orion’s roadmap will help grow our firm

Orion Advisor Tech Customer Research

When asked to rate Orion’s Trading (Integrated Trading and Rebalancing), IT organizations said:

Best in Class: 13%

Significantly Better: 33%

Better: 21%

Not Better: 13%

Unsure: 20%

Orion Advisor Tech Customer Testimonial

I can run my business without worrying about critical tasks, including data recon, performance calculations and reporting. My only regret is that I haven’t had time to try all of Orion’s newest features.

— Founder/Owner, Small Business Financial Services Company

TechValidate Research on Orion Advisor Tech

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

About TechValidate Research

Selected Research Highlights

Why Firms Choose Orion Over the Competition

Small Business Financial Services Company

Introduction

Challenges

Use Case

Results

Company Profile

About Orion Advisor Tech

More to Explore

About Orion Advisor Tech

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