Orion Advisor Tech TechFacts : Page 4

Orion Advisor Tech Customer Testimonial

I feel that every team and member I’ve consulted with as an Orion customer has been patient and pleasant to work with. I leave each chat and phone call feeling more informed and less on my own, which is quite common operating an RIA as a solo practitioner with only a part time associate.

— Aaron Hattenbach, Advisor, Rapport Financial, LLC

Orion Advisor Tech Customer Testimonial

Orion is a vast improvement in billing, reporting, client portal, reconciliation, and performance reporting workflows compared to our prior tech solution. Additionally, the support we receive from Orion is outstanding, making us much more efficient and confident.

— Chief Operations Officer, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

The ability to sleeve accounts made the difference in choosing Orion over another solution.

— Operations Manager, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

I really enjoy the consistent improvements and offerings that Orion has! Always evolving.

— Kim Jardine, Chief Compliance Officer, Institutional and Family Asset Management, LLC

Orion Advisor Tech Customer Testimonial

Orion has freed up time within our office, which has created a better client experience.

— Operations Manager, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

The reporting functionality where we can include alternative private placements is extremely helpful. This is something we could not find with other providers.

— Stephen Heitzmann, Founder/Owner, Bauer Wealth Management, Inc

Orion Advisor Tech Customer Testimonial

Orion centralizes billing, reporting, and aggregation. It is my favorite app I use at work. It has more functionality by far than others.

— James Cannon, System Administrator, DFPG

Orion Advisor Tech Customer Testimonial

Preparing SEC forms is now a breeze because of the information on the Compliance application.

— Chief Compliance Officer, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

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.

— Chief Compliance Officer, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

It is easy to use and Orion is extremely quick when assistance is needed.

— Operations Manager, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

We are a small but growing firm. Orion has provided us with the ability to build on a scalable infrastructure capable of growing as we grow.

— Founder/Owner, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

Orion Advisor support teams are very helpful and always available to help.

— Client Service Specialist, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

I can run my business without worrying about critical tasks, including data recon, performance calculations and reporting. My only regret is that I haven’t had time to try all of Orion’s newest features.

— Founder/Owner, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

Orion allows us the flexibility to do what we need, when we need it. Other platforms seemed to operate around their schedule which is not conducive to an independent RIA.

— Chief Operations Officer, Small Business Financial Services Company

Orion Advisor Tech Customer Satisfaction

73% of surveyed advisors are likely to recommend Orion Advisor Tech.*

73%

Orion Advisor Tech Customer Statistic

41% of surveyed advisors said it took less than a year to see a return on their investment in Orion.

41%

Orion Advisor Tech Customer Statistic

79% of surveyed advisors said it took less than 2 years to see a return on their investment in Orion.

79%

Orion Advisor Tech Customer Statistic

88% of surveyed advisors agree that Orion’s integrations are better than other solutions they considered.

88%

Orion Advisor Tech Customer Statistic

67% of surveyed advisors agree that Orion’s trading tools are better than other solutions they considered.

67%

Orion Advisor Tech Customer Statistic

74% of surveyed advisors agree that Orion’s Client Experience is better than other solutions they considered.

74%

Orion Advisor Tech Customer Statistic

83% of surveyed advisors agree that Orion Billing is better than other solutions they considered.

83%

Orion Advisor Tech Customer Statistic

85% of surveyed advisors agree that Orion Reporting is better than other solutions they considered.

85%

Orion Advisor Tech Customer Statistic

55% of surveyed advisors said Orion connects well with the other tools and saves time because of its deep integrations.

55%

Orion Advisor Tech Customer Statistic

52% of surveyed advisors said they started looking/ultimately switched to Orion because the previous tech was stagnant and wasn’t meeting their evolving needs.

52%

Orion Advisor Tech Customer Statistic

56% of surveyed advisors said they started looking/ultimately switched to Orion because their previous tech didn’t have the solutions they needed.

56%

Orion Advisor Tech Customer Statistic

56% of surveyed advisors also considered Envestnet Tamarac before choosing Orion.

56%

Orion Advisor Tech Customer Statistic

71% of surveyed Orion Advisors who selected Orion said that Orion offers better integrations than other providers they considered.

71%

Orion Advisor Tech Customer Testimonial

Billing and reporting has been a game changer. The amount of time we now save using Orion’s billing and reporting is absolutely incredible.

— Operations Manager, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

I appreciate Orion’s constant improvement and innovative attempts to make the advisor’s life easier. I especially love the compliance dashboards because they save us so much time and provide us with exactly what we need.

— Operations Manager, Small Business Financial Services Company

Orion Advisor Tech Customer Testimonial

The Orion technology and forward-thinking business model has had a big impact on our organization. We are able to do so much more in the same amount of time.

— Chief Operations Officer, Small Business Financial Services Company

TechValidate Research on Orion Advisor Tech

148 TechFacts – Page 4 of 5