Orion Compliance Customer Research
How has Orion Compliance helped you in Regulatory Examinations?
| Easily Locate Required Information |
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| Saved Time |
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| Minimize Risk Exposure |
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Orion Advisor Tech Customer Research
When compared to your previous provider or other providers you considered, please rate Orion’s tools and capabilities.
| Best in Class | Significantly Better | Better | Not Better | Unsure | |
|---|---|---|---|---|---|
| Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc) |
13% |
43% |
30% |
11% |
3% |
| Billing |
17% |
40% |
26% |
5% |
12% |
| Trading (Integrated Trading and Rebalancing) |
13% |
33% |
21% |
13% |
20% |
| Client Experience |
8% |
36% |
30% |
11% |
15% |
| Integrations |
11% |
48% |
29% |
3% |
9% |
Orion Advisor Tech Customer Research
When compared to your previous provider or other providers you considered, please rate Orion’s tools and capabilities.
Best in Class
Significantly Better
Better
Not Better
Unsure
| Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc) |
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| Billing |
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| Trading (Integrated Trading and Rebalancing) |
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| Client Experience |
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| Integrations |
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Orion Advisor Tech Customer Research
How has your perception of the Orion Advisor Tech, Orion Portfolio Solutions, and CLS Investments brands changed in the past 6 months?
More favorable
Favorable
Less favorable
Much less favorable
No change
| Orion Advisor Tech |
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| Orion Portfolio Solutions |
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| CLS Investments |
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Orion Advisor Tech Customer Research
How well do your experiences match your expectations (in terms of service, quality, and support) for the following brands:
Exceeds expectations
Meets expectations
Does not meet expectations
Is far below expectations
| Orion Advisor Tech |
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| Orion Portfolio Solutions |
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| CLS Investments |
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Orion Advisor Tech Customer Research
To what extent does the visual brand or the brand reputation influence your decision to work with the following?
Greatly, the reputation of this brand influenced my decision
Somewhat, I was aware of the brand and reputation, but other factors also influenced my decision
Not much, my decision to work with this company is unrelated to its brand reputation
Not at all, I’m unfamiliar with the brand and/or it's irrelevant to me
| Orion Advisor Tech |
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| Orion Portfolio Solutions |
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| CLS Investments |
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Orion Advisor Tech Customer Research
How would you describe your perception of the visual brand (name, logo, and colors) for the following companies?
Positive - The visual brand positively reflects the service and value I receive from this company
Neutral - The visual brand does little to determine my perception of the service and value I receive from this company
Negative - The visual brand needs refinement to reflect the service and value I receive from this company
| Orion Advisor Tech |
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| Orion Portfolio Solutions |
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| CLS Investments |
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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 |
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| Gives me the ability to provide clients with a comprehensive view of their financial life |
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| Increased transparency and accountability |
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| Provides opportunities for interactivity and collaboration with clients |
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| Puts me in a position to be clients’ trusted source for financial information and education |
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| Allows me to be proactive instead of reactive in my client relationships |
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| Differentiates me among competitors |
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| Helps build bridge to the next gen |
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Orion Customer Research
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 |
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| Delivering engaging performance reports for all asset types |
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| Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting |
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| Creating a central technology hub through strength of API framework/integrations with other applications |
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| Offering a robust client experience (client portal, Engage) and mobile app |
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| Accessing excellent technology implementation, on-boarding and support resources |
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Orion Customer Research
What made Orion stand out amongst competitors?
| Breadth and depth of integrations |
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| Commitment to constant innovation |
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| Robust features and depth of offering |
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| Deep customization options |
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| Client experience |
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| Comprehensive implementation and support resources |
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| Process and reputation for data conversion and accuracy |
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| Genuine pricing |
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Orion Customer Research
What Orion products or features are most impactful in your business?
| Operations Tools (including Advisory Fee Billing, Insight App, New Account Center) |
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| Reporting Tools (including Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, Tax Center) |
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| Compliance and Oversight Tools (including Compass, Compliance Corner) |
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| Client Experience Tools (including Client Portal, Mobile App, Deliver, Engage) |
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| Trading Tools (including TOM, Eclipse, ASTRO) |
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| Business Intelligence Tools (including Trends) |
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| Fintech Integrations |
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Orion Customer Research
What Orion products or features are most impactful in your business?
| Operations Tools (including Advisory Fee Billing, Insight App, New Account Center) |
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| Reporting Tools (including Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, Tax Center) |
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| Client Experience Tools (including Client Portal, Mobile App, Deliver, Engage) |
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| Trading Tools (including TOM, Eclipse, ASTRO) |
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| Compliance and Oversight Tools (including Compass, Compliance Corner) |
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| Business Intelligence Tools (including Trends) |
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| Fintech Integrations |
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Orion Customer Research
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 |
|
|
| Gives me the ability to provide clients with a comprehensive view of their financial life |
|
|
| Increased transparency and accountability |
|
|
| Provides opportunities for interactivity and collaboration with clients |
|
|
| Puts me in a position to be clients’ trusted source for financial information and education |
|
|
| Allows me to be proactive instead of reactive in my client relationships |
|
|
| Differentiates me among competitors |
|
|
| Helps build bridges to the next gen |
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