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Orion Advisor Tech Testimonials

  • "Orion gives us the ability to execute trades across multiple custodian platforms. We run algorithm-based trading models to tell us how to trade and then we do that across multiple platforms, which is easier said than done. But with Orion, we can trade our entire book of business in a …

  • “I’ve been in business for over 30 years and have not worked with a company who has been able to deliver on what they have said to the degree Orion has.”

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  • Addepar
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    4.7 / 5.0
    Customer References 101 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

  • FA Solutions
    Reference Rating
    4.8 / 5.0
    Customer References 49 total
    About

    FA Solutions leverage technology to give their clients more time with their clients. Efficiency, reliability, and flexibility this is what customers appreciate most about FA Solutions. They are dedicated to …

  • RightCapital Inc
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    Customer References 17 total
    About

    RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …

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