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Read 7 Orion reviews and testimonials from customers, explore 7 case studies and customer success stories, and watch 1 customer videos to see why companies chose Orion as their RIA Software

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

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Customer Rating Review Scorebased on 412 reference ratings
4.8/5.0 (412)

7Testimonials

  • "One of the advantages of a data aggregation service is that the advisor is not in charge of storing login credentials for a client."

    Justin VossenCFP, Partner
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7 Case Studies

  • How Orion’s Partnership Helps Fuel Growth for Capital Advisors

    Jamie WilsonChief Operation Officer
6 more case studiescurrently locked

1 Customer Videos

  • Play Video
    Verne MarbleDirector of Business Development
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Additional Orion Information & Resources

Read Orion Reviews, Testimonials & Customer References from 7 real Orion customers.

Browse Orion Case Studies, Customer Success Stories, & Customer References from 7 businesses that use Orion.

Watch Orion Customer Videos to learn why 1 businesses chose Orion.

FeaturedCustomers has 1,853,671+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.