Orion Advisor Tech

Orion Advisor Tech is a fiercely competitive, highly agile, and massively respected platform that operates as the primary, heavy-weight rival to Envestnet in the "Independent RIA (Registered Investment Advisor)" sector. While Envestnet is heavily favored by massive, rigid broker-dealers, Orion built its massive empire by offering extreme flexibility, stunningly modern technology, and a massive open-API ecosystem for independent wealth advisors. The absolute core differentiator of Orion is its "Eclipse Trading Engine and Best-in-Class Reporting." Orion's portfolio accounting is mathematically flawless, ingesting daily data from massive custodians. Its 'Eclipse' engine allows independent advisors to build their own custom, highly complex trading models and execute them across thousands of accounts. Furthermore, its client reporting engine allows advisors to build completely custom, highly branded PDF statements. Because it refuses to force advisors into a rigid box, offering flawless integrations with Salesforce, Redtail, and Riskalyze, Orion is the absolute go-to, multi-million dollar technology stack for fast-growing, independent RIA firms managing hundreds of millions in AUM.