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Orion

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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  • 7 Testimonials View
  • 7 Case Studies View
  • 1 Customer Videos View
Customer Rating Review Score based on 533 reference ratings
4.8/5.0 (533)

7Testimonials

  • "They’ve done a brilliant job of not only building this platform, but continuing to improve it. I can see how they’ve pivoted in different areas, and that they understand exactly …

    Ed Gjertsen Founder

  • "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 …

    Verne Marble Director of Business Development

  • "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 Vossen CFP, Partner
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7 Case Studies

  • How Intelligent Aggregation Provides A Comprehensive Wealth Report

    Justin Vossen CFP, Partner

  • How Krasney Financial Uses Technology As Its Hub For Growth

    Eugene Yashin Chief Investment Officer

  • Private Advisor Group and Orion Custom Indexing

    Verne Marble Director of Business Development
6 more case studies currently locked

1 Customer Videos

  • Private Advisor Group - Customer Success Story (Verne Marble - Director of Business Development)
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    Verne Marble Director 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 1,906,796+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.