By Orion Advisor Tech
How would you rate your experience with Orion Advisor Technology?
Customizable Reporting
Based on 14 Orion Advisor Technology reviews.
Creates customizable reports utilizing market performance data
Market Analytics
Conducts detailed financial market performance analysis
Client Portal
Contains a client portal for clients to access their
Investment Accounting
Carries out investment accounting
Real time
Maintains a real time view of assets and positions
Compliance
Contains a real time view of investment compliance operations
10 reviewers of Orion Advisor Technology have provided feedback on this feature.
Data aggregation
Aggregates financial market data from third party sources or integrates with solutions that do
Accounting Integration
Integrates with accounting solutions
Risk Management
Provides real time risk management assessment tools
Portal
Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more.
Messaging
Contains in-application messaging abilities.
White-Labeling
Allows users to fully brand the portal.
Report Manipulation
Investors can leverage in-app tools to produce different visualizations of the data.
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Document Automation
Automates the creation of financial disclosure documents.
Email Templates
Contains pre-built email templates for sending investors information
Email Automation
Automates the sending of investor communications
Custom Reports
Leverages investor information and documents to create custom reports tailored to individual investors
Alerts
Automatically sends alerts to investors when new documents or information is uploaded
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting