Orion Advisor Tech Customer Satisfaction Rating
An Operations Manager at a small business financial services company would be very likely to recommend Orion Advisor Tech for this reason:
Orion has been a great partner in troubleshooting, offering innovative products, and in assisting with our growth. We are very happy with our partnership.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
Stephanie Charitonenko, a Vice President at Pathfinder Financial Services, would be very likely to recommend Orion Advisor Tech for this reason:
Solid RIA tech solution that’s been on the leading edge of solutions from the very beginning.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
Raymond Catone, a Chief Operations and Compliance Officer at Las Olas Capital Advisors, LLC, would be very likely to recommend Orion Advisor Tech for this reason:
The Orion team has a tech stack that allows advisors a transition from the legacy institutional wire house systems with minimal disruption, and less overhead.
Based on a response of 9 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
An Operations Manager at a small business financial services company would be very likely to recommend Orion Advisor Tech for this reason:
We’re confident that Orion has developed an ecosystem that will allow us to support advisors of every size and enhance the way our advisors engage with and support their clients. We’re incredibly excited about recent acquisitions and look forward to a more well integrated and seamless experience, allowing us to efficiently manage the database and take full advantage of the tools available to us.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
Savannah Smith, a Senior Business Systems Specialist at Ameritas Investment Company, would be very likely to recommend Orion Advisor Tech for this reason:
I’ve been using Orion for about six years, and it’s the best reporting tool in its class!
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
A Chief Compliance Officer at a small business financial services company would be very likely to recommend Orion Advisor Tech for this reason:
Orion has made it possible to focus more time and energy on other aspects of our growing business while not sacrificing our level of service. It also allows us to increase our service capabilities.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
A Founder/Owner at a small business financial services company would be very likely to recommend Orion Advisor Tech for this reason:
I’ve seen Black Diamond and Tamarac, and they are a distant second.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Satisfaction Rating
A Founder/Owner at a small business financial services company would be very likely to recommend Orion Advisor Tech for this reason:
In addition to the core components of the system, we are frequently pleasantly surprised at newly added or discovered functionality that adds value to our business.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend Orion Advisor Tech?”
Orion Advisor Tech Customer Testimonial
The platform has made it possible to create an all-in-one dashboard for advisors to manage their day-to-day workflows (trading, reporting, planning), and a client portal that displays the information in a cohesive, digestible format. The batch functions and dashboard tools make it possible for the operations and compliance teams to execute tasks in a very broad scope, increasing firm efficiency.
— Operations Manager, Small Business Financial Services Company
Orion Advisor Tech Customer Testimonial
Orion has allowed us to pull in a lot of accounts via ByAll and direct feeds which saves us a lot of time manually pulling that information from various websites and mailed statements by the client.
— Morgan Tesoriero (Weadock), Operations Manager, Joel Isaacson & Co., LLC
Orion Advisor Tech Customer Testimonial
It has cut the time we spend processing quarter end down tremendously since we are no longer manually reviewing every piece of paper. It has freed up our investment operations team from running ad hoc reports since advisors are now empowered to find information themselves on demand, while talking with clients.
— Operations Manager, Small Business Financial Services Company
Orion Advisor Tech Customer Testimonial
The Orion team has built a platform for firms of all sizes and continues to be tech forward. Their out of the box functionality allows firms to ramp up quickly with little investment.
— Raymond Catone, Chief Operations and Compliance Officer, Las Olas Capital Advisors, LLC
Orion Advisor Tech Customer Testimonial
The Orion platform is a critical component of my business and we are delighted with its functionality and customer support. Orion has the best customer support I have ever received compared to the internal corporate help desks I am used to dealing with.
— Robert Lloyd, President/CEO, Lloyds Intrepid Wealth Management
Orion Advisor Tech Customer Testimonial
Orion has greatly increased our efficiency across the board by automating most tasks and making most processes much easier / less time consuming. As a result we as a firm are able to spend much more time on the areas that matter most for our clients.
— Advisor, Small Business Financial Services Company
