TechValidate Research on Orion

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Orion Customer Research

According to Compliance Professionals:

What Orion products or features are most impactful in your business?

Operations Tools (including Advisory Fee Billing, Insight App, New Account Center)
75%
Reporting Tools (including Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, Tax Center)
73%
Compliance and Oversight Tools (including Compass, Compliance Corner)
48%
Client Experience Tools (including Client Portal, Mobile App, Deliver, Engage)
39%
Trading Tools (including TOM, Eclipse, ASTRO)
39%
Business Intelligence Tools (including Trends)
27%
Fintech Integrations
7%
Source: TechValidate survey of 44 users of Orion. Sample comprised of Compliance Officers at customers.
Validated
  Published: Jul. 18, 2018   TVID: 2DF-1BB-84C




About This Data

This data was sourced directly from verified users of Orion by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.

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