Corey J.
CJ
Corey J.
Retirement Plan Advisor
Mid-Market (51-1000 emp.)
"Comprehensive Wealth Management with Intuitive Dashboard"
4.5/5
What do you like best about Orion Advisor Technology?

I appreciate Orion Advisor Technology for the clarity and user dashboard, which allows me to see all client accounts in one place. I also found the initial setup to be simple. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

I don't like that Orion Advisor Technology lacks an API with Zoho. Review collected by and hosted on G2.com.

NH
Nancy H.
Small-Business (50 or fewer emp.)
"Streamlines Reporting, Needs Custom Report Support"
4/5
What do you like best about Orion Advisor Technology?

I like the RMD dashboard in Orion Advisor Technology because it's pretty intuitive. The chat feature for help is also nice. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Some of the custom reports go sideways from time to time and need to be helped by the company to fix every time. Review collected by and hosted on G2.com.

Tracy G.
TG
Tracy G.
CFP(R)
Small-Business (50 or fewer emp.)
"Streamlined Financial Planning with a Few Hiccups"
4/5
What do you like best about Orion Advisor Technology?

I like the process to align with Redtail. It saves time and creates the ability to save reviews for compliance. The team was also helpful in getting me up to speed with Orion Advisor Technology. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

The system is slow often. Review collected by and hosted on G2.com.

Dziugas A.
DA
Dziugas A.
Launch Specialist
Small-Business (50 or fewer emp.)
"Easy to Use with a Great Interface for Portfolio Optimization"
5/5
What do you like best about Orion Advisor Technology?

It used to help me maximize my investment portfolio. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Nothing. It is really easy to use and pretty interface. Review collected by and hosted on G2.com.

NP
Nathan P.
Small-Business (50 or fewer emp.)
"Robust Options but Challenging Onboarding"
4/5
What do you like best about Orion Advisor Technology?

I find Orion Advisor Technology very robust and appreciate that it has lots of options built over time. Even though it's like all installs with a learning curve, it's good. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Navigating the onboarding and then needing a consultant to finish the onboarding so the installation is not seamless. Review collected by and hosted on G2.com.

GR
Grace R.
Small-Business (50 or fewer emp.)
"User-Friendly with Accurate Reporting"
5/5
What do you like best about Orion Advisor Technology?

I find Orion Advisor Technology friendly to use and very accurate. The initial setup went smoothly. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Lately, reports are a bit slow. Review collected by and hosted on G2.com.

RR
Reno R.
Small-Business (50 or fewer emp.)
"Easy to Use and Great with Advizr, but Cross-Team Communication Needs Work"
3.5/5
What do you like best about Orion Advisor Technology?

we really like the ease of use and the ability to tie into the Advizr system for collaboration. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

The systems do not seem to talk to each other. I need to talk to different sides of the house for solutions. The planning side or the the service side Review collected by and hosted on G2.com.

RT
Robin T.
Small-Business (50 or fewer emp.)
"Beyond User-Friendly and Keeps Our Firm at Peak Efficiency"
5/5
What do you like best about Orion Advisor Technology?

Orion Advisor Technology is beyond user friendly and keeps our firm at peak efficiency. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

I dislike that I am not as familiar with all of the features of Orion, but I hope to change that at this conference. Review collected by and hosted on G2.com.

JF
Joshua F.
Mid-Market (51-1000 emp.)
"Easy, All-in-One Client Account Tracking and Return Demonstrations"
5/5
What do you like best about Orion Advisor Technology?

The ease of use to demonstrate rates of return to a client. See RMDs needed. Track everything I need to know about my clients’ accounts in one place. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Nothing. The platform meets all my needs Review collected by and hosted on G2.com.

Will H.
WH
Will H.
Financial Planner
Small-Business (50 or fewer emp.)
"Great integrations, but client-facing look and feel needs improvement"
1.5/5
What do you like best about Orion Advisor Technology?

Integration ability with our other software platforms Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

The look and feel for client facing tools. It sounds like Summit might solve this... Review collected by and hosted on G2.com.