I like our relationship with our advocate and relationship manager; we feel supported. I also find the portfolio audit, billing tools, and reporting/queries valuable. The initial setup of Orion Advisor Technology was very easy. Review collected by and hosted on G2.com.

Queries are hard to search through. Review collected by and hosted on G2.com.

I use Orion Advisor Technology for trading, proposals, and risk intelligence. I like the ease of use, as it allows me to use my time better. It solves the problem of having to manually enter information, which is a huge time saver. The initial setup was fairly easy. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I really like Orion Advisor Technology's Knowledge Hub as it helps me research the best investments for my clients' situations. The customization of the front page makes the system work in a more efficient way for my needs. Review collected by and hosted on G2.com.

It can be difficult to learn all of the features. Review collected by and hosted on G2.com.

I like using Orion Advisor Technology for its report function, which paints a clear picture for both the advisor and client. The detailed historical data is also something I find valuable. Review collected by and hosted on G2.com.

I find the planning feature clunky and wish it was more intuitive. Review collected by and hosted on G2.com.

I like the planning and the courses we can create for clients with Orion Advisor Technology. The performance reporting feature is also appreciated as it helps us to keep organized well as we grow. Review collected by and hosted on G2.com.

I would like faster integration with AI to automate simple tasks in our office. Review collected by and hosted on G2.com.

I like that Orion Advisor Technology meets all our needs in one place. The customized reporting and model trading features are what I value the most. The setup was fairly easy with help. Review collected by and hosted on G2.com.

More in-depth planning would be helpful. Review collected by and hosted on G2.com.

I like Orion Advisor Technology for performance reporting, data management, trading, and billing. These features help streamline my workflow in portfolio accounting and investment management distribution. Review collected by and hosted on G2.com.

I think the UI in Orion Connect could be simpler, and the data model should account for Firm>Branch>Rep>client instead of Firm>Rep>client. Review collected by and hosted on G2.com.

I find Orion Advisor Technology to be an easy tool to use and it's always innovating. Review collected by and hosted on G2.com.

Billing planning fees are an issue because they are shown as management fees, which negatively impacts performance. I wish we could change all those transactions to Admin Fee instead. Review collected by and hosted on G2.com.

I love all the training videos we have access to with Orion Advisor Technology. They've been great with helping us onboard, especially in getting everything switched from our old platform to Orion. The initial setup was easy. Review collected by and hosted on G2.com.

Nothing I don't like about it Review collected by and hosted on G2.com.

I like Orion Advisor Technology's functionality and the easy access to an Orion rep if I have questions or concerns. I also appreciate Orion Planning, as our clients have been appreciative when we introduced it to them. Review collected by and hosted on G2.com.

Nothing comes to mind at this moment. Review collected by and hosted on G2.com.