Orion Advisor Tech Research Chart: Orion Helps Solve the Challenges Firms Face

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
Operations	Small Business	Financial Services	Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting
Founder/Owner	Small Business	Financial Services	Creating a central technology hub through strength of API framework/integrations with other applications Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Delivering engaging performance reports for all asset types
Financial Advisor	Small Business	Financial Services	Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting
Founder/Owner	Small Business	Financial Services	Creating a central technology hub through strength of API framework/integrations with other applications Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting Offering a robust client experience (client portal, Engage) and mobile app
Operations	Medium Enterprise	Financial Services	Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting Delivering engaging performance reports for all asset types
Investment Manager	Medium Enterprise	Financial Services	Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Delivering engaging performance reports for all asset types
Operations	Small Business	Financial Services	Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting
Operations	Small Business	Financial Services	Creating a central technology hub through strength of API framework/integrations with other applications Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting Delivering engaging performance reports for all asset types Offering a robust client experience (client portal, Engage) and mobile app Accessing excellent technology implementation, on-boarding and support resources
Investment Manager	Small Business	Financial Services	Delivering engaging performance reports for all asset types
Investment Manager	Small Business	Financial Services	Managing the complexities associated with running an advisory business, such as billing, compliance and business intelligence Simplifying processes with an integrated system for portfolio optimization, trading and investment management, and reporting

TechValidate Research on Orion Advisor Tech

Orion Helps Solve the Challenges Firms Face

About This Data