Unified Dashboard for Efficient Management
Orion Advisor Portal offers a streamlined solution for financial advisors, providing access to essential back-office and client management features all in one place. With an intuitive, unified dashboard, advisors can efficiently handle tasks like proposal generation, financial planning, trading, reporting, and billing, enabling them to deliver best-in-class client experiences.
Comprehensive Technology for Growth
The platform equips advisors with cutting-edge technology that grows with their business. From personalized proposal generation that aligns with client goals to household-level rebalancing and direct integration with multiple custodians for trading, Orion Advisor Portal ensures seamless operations. The fully customizable reporting and automated fee billing further support business growth by improving cashflows.
Enhanced Client Experience
Orion Advisor Portal focuses on fostering engaged client relationships through an intuitive, fully branded client portal and mobile app. By leveraging BeFi-enhanced planning tools, advisors can guide clients towards financial plans that align with their aspirations, thus enhancing the overall client experience.
Empowering Investment Recommendations
The platform empowers advisors to create investment recommendations and proposals with an easy, intuitive workflow. Advisors can showcase their guidance and investment strategies in a visually appealing manner, impressing prospects and clients alike.
Customized Solutions with Orion Enterprise
Orion Enterprise offers tailored solutions to meet the unique needs of organizations. Whether attracting and retaining advisors, streamlining operations, or driving organic growth, the platform can be customized to achieve desired results without disrupting existing custodial relationships.
Training and Support
Orion Advisor Portal provides easy access to on-demand video training, how-to guides, and individual support, empowering users to make the most of the platform. With exceptional client management capabilities and an unmatched user experience, the platform is designed to facilitate growth for advisors.