Orion Research Chart: Orion Advisor Tech Customer Research

About This Data

This data was sourced directly from verified users of Orion 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
Portfolio Manager	Medium Enterprise	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Better Trading (Integrated Trading and Rebalancing): Significantly Better Client Experience: Unsure Integrations: Unsure
Operations Manager	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Significantly Better Trading (Integrated Trading and Rebalancing): Significantly Better Client Experience: Significantly Better Integrations: Significantly Better
President/CEO	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Not Better Billing: Better Trading (Integrated Trading and Rebalancing): Best in Class Client Experience: Not Better Integrations: Unsure
Chief Financial Officer	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Did not know Billing: Best in Class Trading (Integrated Trading and Rebalancing): Best in Class Client Experience: Did not know Integrations: Better
Operations Manager	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Did not know Billing: Did not know Trading (Integrated Trading and Rebalancing): Did not know Client Experience: Did not know Integrations: Did not know
Chief Operations Officer	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Significantly Better Trading (Integrated Trading and Rebalancing): Better Client Experience: Significantly Better Integrations: Better
Chief Compliance 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): Better Client Experience: Significantly Better Integrations: Significantly Better
Operations Manager	Medium Enterprise	Insurance	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better Billing: Not Better Trading (Integrated Trading and Rebalancing): Not Better Client Experience: 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): Significantly Better Client Experience: Did not know Integrations: Significantly Better
Client Service Specialist	Small Business	Financial Services	Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better Billing: Better Client Experience: Better Integrations: Better

TechValidate Research on Orion

About This Data