KG Kyle G. Small-Business (50 or fewer emp.) 2/25/2026 "Streamlined Portfolio Management, Visual Insights" 5/5 What do you like best about Orion Advisor Technology? I really like the portfolio view dashboard of Orion Advisor Technology that allows us to see our firm data and client data in an easy format. I also like to use this portfolio view in all of our client meetings to share performance data, allocation data, and transaction data. It's helpful for RMD and Capital gain info and for estimating income for our clients. We do all of our trading in Eclipse. The models are stored there, and trading is quite seamless. I've also liked the tax loss harvesting tool and am looking forward to utilizing the focused rebalancing tool after learning about it at Ascent. Orion Advisor Technology saves us time and presents a lot of good data that we can use with our clients. Eclipse allows us to manage hundreds of accounts, and we are able to handle portfolio management with ease. The visual format of the data is helpful since clients tend to be more visual than dealing with rows and rows of data. The initial setup was very easy. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? Running queries is hard to understand and building new reports can be confusing. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? I find Orion Advisor Technology streamlines performance reporting and portfolio management, saving us time. The visual data format enhances client interactions, and Eclipse facilitates seamless trading. It helps with performance, allocation, transaction data, and more, allowing us to manage hundreds of accounts easily. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign See what 98 reviewers think of Orion Advisor Technology 4.4 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/orion-advisor-technology/reviews)