Orion Advisor Tech Research Chart: Orion Advisor Tech Customer Research

About This Data

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

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Respondent Details

Statements from the following verified business professionals were used to create this chart:

	Company Size	Industry	Response
Founder/Owner	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Not Better Trading (Integrated Trading and Rebalancing): Significantly Better Client Experience: Significantly Better Integrations: Significantly Better
Advisor	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Better Trading (Integrated Trading and Rebalancing): Not Better Client Experience: Not Better Integrations: Better
Advisor	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better Billing: Did not know Trading (Integrated Trading and Rebalancing): Did not know Client Experience: Significantly Better Integrations: Best in Class
Chief Financial Officer	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better Billing: Significantly Better Trading (Integrated Trading and Rebalancing): Best in Class Client Experience: Significantly Better Integrations: Significantly Better
Operations Manager	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Not Better Billing: Better Trading (Integrated Trading and Rebalancing): Not Better Client Experience: Better Integrations: Better
President/CEO	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Better Trading (Integrated Trading and Rebalancing): Significantly Better Client Experience: Did not know Integrations: Better
Operations Manager	Medium Enterprise	Computer Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better Billing: Best in Class Trading (Integrated Trading and Rebalancing): Significantly Better Client Experience: Significantly Better Integrations: Significantly Better
Operations Manager	Small Business	Financial Services	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
Operations Manager	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Did not know Trading (Integrated Trading and Rebalancing): Did not know Client Experience: Better Integrations: Better
Founder/Owner	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better Billing: Did not know Trading (Integrated Trading and Rebalancing): Did not know Client Experience: Did not know Integrations: Best in Class

TechValidate Research on Orion Advisor Tech

About This Data