Orion Advisor Tech

Description

Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because they’re ones we’ve experienced ourselves. So, we’ve come up with innovative, advanced solutions to problems you face every day. Like you, we aren’t content with what exists. We look ahead to uncover what’s next. • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Headquarters:
United States

Financial Services

Speciaties:

Performance Reporting Trading/Rebalancing Tax lot accounting Advisory Fee Billing Portfolio Management System Mobile Apps CRM integration Financial Planning integration New Account Opening

View Employees

Tammy Tracy
SME Reporting Specialist at Orion Advisor Services
Katie Nightingale
Implementation Account Manager at Orion Advisor Services
Jeff Kliewer
Technology Support Manager at Orion Advisor Services
Steve Michaud
Desktop Application Developer at Orion Advisor Services
Mark Foreman
Institutional Account Manager at Orion Advisor Services
George Svagera
VP Business Development at Orion Advisor Services
Todd Bertucci
VP of Institutional Business Development at Orion Advisor Services
Jeff Meehan
Senior Web Developer at Orion Advisor Services

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