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  • 4.7 / 5.0 (2865)
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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 314 reference ratings
4.8/5.0 (314)

7Testimonials

  • "For anyone thinking about ways to increase their value, take the time to explore all the things Orion can do for your RIA. Whether it's wealth management, investment management, or technology, engage with their relationship manager to refine what your practice needs today."

    Verne MarbleDirector of Business Development
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7 Case Studies

  • Empowering Breakaway Advisors to Define Their Future

    Ed GjertsenFounder
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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 1,804,782+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.