I like that Orion Advisor Technology has various options for cards. The client-facing access is particularly beneficial as it is easy to view and gives clients a straightforward view of their financials. I also appreciate the ability to integrate with external assets via Plaid. Review collected by and hosted on G2.com.

The system being household instead of account levels sometimes limits efficiencies of Redtail integrations. It would be helpful to have better syncing, as it has to be done by household and one by one, versus just being able to integrate all our contacts. The initial setup took some time because of all the data sets that needed to be imported. Review collected by and hosted on G2.com.

I like the organization and ease of trading in the Eclipse trading system from Orion Advisor Technology. The assistance from the Orion team during onboarding was very helpful and allowed a pretty seamless merge of all accounts, as well as implementation of best practices in daily maintenance for our book of business. Review collected by and hosted on G2.com.

I feel the automation available when acquiring a new account into the portfolio audit system could be improved. There are features that would apply to multiple account types and do not extend to added sleeves or by default apply to accounts. Review collected by and hosted on G2.com.

I really appreciate how Orion Advisor Technology helps streamline processes and allows me to get my reports faster, which is a big time-saver. The clear layout is easy to work with, and having all client data in one place, like assets under management and top clients, makes it easier to know where I am at. Also, the initial setup was easy. Review collected by and hosted on G2.com.

Clients aren't in the same household, and I wish it would generate the back connection. If I can't see all of the clients' information at the same time, it makes it more difficult to advise. Review collected by and hosted on G2.com.

I love Orion Advisor Technology's intuitive user interface that lets me drill deeper into data when needed. The ease of switching between clients and households is great as I prepare for meetings. It gives us clarity on client investments and provides nearly real-time data to adjust model allocations as market conditions change. I really like the easily digestible growth statistics and how incredibly easy the initial setup was. Overall, I've been very happy with the platform and have no complaints. Review collected by and hosted on G2.com.

Sometimes data fails to pull through and requires manual updates, particularly with MYGAs Review collected by and hosted on G2.com.

I love the portfolio audit feature in Orion Advisor Technology. The setup is easy, and the layout is straightforward, which makes things simpler. I appreciate that each app within Orion has a consistent layout, which helps when exploring new features or apps. Additionally, the layers within each app are helpful; for example, in the portfolio audit, you can easily navigate to registration, financial account, or household. Review collected by and hosted on G2.com.

I find Report Builder 3 a bit complicated for daily use. We like to build our own reports in-house, and understanding the terminology in Orion can be complicated. More tutorials with screenshots and everyday words would be helpful, as opposed to heavy tech words. Review collected by and hosted on G2.com.

I use Orion Advisor Technology for client performance reporting, analysis of my business, and accessing demographic data. I really like the layout of the data and reports features. It's easy to find and see the data I need and access reports in quick form. The initial setup was easy and the software is simple to use. Review collected by and hosted on G2.com.

I find the client portal and ease of creating repeatable reports could be improved. The client app actually doesn't seem to work as easily due to the two-factor authentication and client interface. Review collected by and hosted on G2.com.

I like the clear layout in Orion Advisor Technology when navigating to what I need. I also appreciate the customizability of things like reports. Review collected by and hosted on G2.com.

I feel like it could be a little faster, but at the same time, I understand there's probably a lot going on under the hood. I wouldn't say the setup was easy, but we were able to do it, and we had good support. I think the only limitation was some things weren't updating automatically and needed to be updated manually. Review collected by and hosted on G2.com.

I like that Orion Advisor Technology is easy to use and intuitive. It's great for showing to clients because they can easily understand it. Plus, I appreciate that I can customize my views to fit my workflow. Review collected by and hosted on G2.com.

Sometimes the accessibility to, and understanding of, gain and loss and income details could be improved. We occasionally have to verify some of the information with other tools like Wealthscape to ensure accuracy, and knowing that Orion Advisor Technology is perfectly accurate all the time is maybe the biggest critique. Review collected by and hosted on G2.com.

The use of overlay models in block trading of assigned accounts. Review collected by and hosted on G2.com.

The trading sleeves when it comes to make a partial allocation change while wanting to keep other positions in place. The target allocation then requires some math to figure out the percentage of the remaining positions verses new positions. Review collected by and hosted on G2.com.

I like that Orion Advisor Technology is an easy platform to use and very efficient. Its clean and clear setup ensures I know exactly what I need to do. I appreciate how everything is organized in a way that makes it convenient for me to follow the prompts and generate an ideal proposal for clients. The initial setup was pretty easy, and it was nice to have support available if I was unsure about something. Review collected by and hosted on G2.com.

Sometimes it takes a long time to load and generate the proposal, but that is not a main concern. Review collected by and hosted on G2.com.