TechValidate Research on Orion Advisor Tech

76% of customers agreed with the following statement:

“Orion Advisor Tech enables my firm’s success better than other similar technology providers on the market.”

64% of surveyed customers who selected client experience tools as having the greatest impact site the ability to provide clients with a comprehensive view of their financial life.

74% of surveyed customers who said Orion’s client experience tools are the most impactful, cite 24/7 access to their data and to staff.

32% of surveyed customers increased client retention by 30-50% or more with Orion.

85% of surveyed Financial Advisors, Investment Managers, and Operations customers completed their trading tasks at least 10-25% faster after implementing Orion.

62% of surveyed Compliance officers and Operations professionals complete their compliance tasks at least 25-35% faster after implementing Orion.

68% of surveyed customers completed their trading tasks at least 25-35% faster after implementing Orion.

80% of surveyed customers are likely to recommend Orion.*

68% of surveyed customers increased firm revenue (since implementation) by 10-30% or more after using Orion.

76% of surveyed customers completed their aggregation/reconciliation tasks at least 25-35% faster after implementing Orion.

51% of surveyed customers saw a return on their investment within 6-12 months or sooner with Orion.

45% of surveyed customers completed their billing tasks at least > 50% faster after implementing Orion.

80% of surveyed customers completed their reporting tasks at least 25-35% faster after implementing Orion.

57% of surveyed customers increased net New Assets per client by 10-30% or more after implementing Orion.

61% of surveyed customers increased staff efficiency by 30-50% or more after implementing Orion.

30% of surveyed customers increased accounts per client by 30-50% or more after implementing Orion.

20% of surveyed customers increased firm revenue by 50-75% or more after implementing Orion.

40% of surveyed customers increased firm revenue by 30-50% or more after implementing Orion.

51% of surveyed Financial Advisors report that Orion stood out amongst competitors because of their breadth and depth of integrations.

61% of surveyed customers completed their reporting tasks AT LEAST 35-50% FASTER after implementing Orion.

38% of surveyed customers completed their reporting tasks AT LEAST > 50% FASTER after implementing Orion.

49% of surveyed customers improved efficiency because Orion provides integrations with key technology partners.