I really like the quick and easy reporting capabilities of Orion Advisor Technology. It frees up my time and lets me customize reports exactly how I want them, so I can present them to clients in a simplistic way with our logo. The customization aspect of the software is something I truly appreciate. Also, the initial setup was simple. Review collected by and hosted on G2.com.

I dislike the occasional reporting errors and having to wait for staff to review and correct these errors. Review collected by and hosted on G2.com.

I use Orion Advisor Technology for syncing data to our CRM and building reports for advisors and clients. I really like the reports and calculations, especially the fee reports, time-weighted returns, and RMD for the current year. These features help me present the necessary information to clients effectively. Review collected by and hosted on G2.com.

I think the client portal could be improved because it lags when loading, and the customizations are limited. Also, the report builder can be more user-friendly. Review collected by and hosted on G2.com.

I appreciate that Orion Advisor Technology is very customizable from the front end and accepts bulk updates via Excel. This flexibility is incredibly helpful, especially as we combine two offices, making data management much easier. I also find the platform easy to navigate. Review collected by and hosted on G2.com.

I would like Salesforce-entered data to populate Orion and the trading platform, but right now I have to enter client info separately from what I already have in Salesforce, and unwanted overrides can happen. Review collected by and hosted on G2.com.

I appreciate the Eclipse tool the most in Orion Advisor Technology. It allows us to manage at scale, which is essential for running an enterprise-level business. It also makes billing easy and household-level management seamless, enhancing our experience significantly. Review collected by and hosted on G2.com.

I find it challenging that Orion Advisor Technology doesn't solve for ice cold, sleet, and multiple models within a single household as opposed to an account. Also, the initial setup was pretty difficult, given the scale of our business. Review collected by and hosted on G2.com.

I like Orion Advisor Technology for its ease of use. I also appreciate the ability to trade models across all client accounts with the click of a button, which simplifies the trading process significantly. Additionally, I enjoy the ability to sync with Redtail, making my workflow more efficient. Review collected by and hosted on G2.com.

In the planning software, I can't compare our models to a prospect's current portfolio returns. The 'what if' function is limited because it only uses generic hypothetical returns, and I can't put our own models into the system for better planning. Review collected by and hosted on G2.com.

I like Orion Advisor Technology because it provides a single platform and acts as a one-stop shop with all the data I need for various tasks. I appreciate being able to build reports with all our data and use that data across all apps within Orion. Review collected by and hosted on G2.com.

I find the ease of use lacking, especially with the explanation of certain features. The process of adjusting column width is also finicky. Review collected by and hosted on G2.com.

I like that Orion Advisor Technology makes quick and easy execution possible and offers easy management of accounts with great model allocation options. Navigating through the platform becomes smooth once you get used to it. I also appreciate the ability to reach out to Orion support when needed, which is important for managing trades and account allocation on tight timelines. Review collected by and hosted on G2.com.

When the server is busy, we sometimes get 404 errors that will not allow us to load/execute on anything. Some of the applications may take some time to load. Review collected by and hosted on G2.com.

I like Orion Advisor Technology's interface. It's intuitive, so even if you're not a pro, you can easily navigate through it. Review collected by and hosted on G2.com.

The reporting app is currently impossible to use. We have to pay for managed services to build all reports because RB3 has become so difficult to use. It's also a problem with the query app; more specifically, the turnaround time to get custom queries added is frustrating. We also struggled to understand Orion's best practices and how to best set the database up initially. Review collected by and hosted on G2.com.

I like the user interface, which is easy to navigate and makes building customized client reports straightforward. The navigation bar is particularly helpful, as it provides a list of fields I can add to reports, allowing me to customize data inclusions and report design. Setting up Orion Advisor Technology was very easy, and the team was extremely helpful in providing training on the platform. Review collected by and hosted on G2.com.

The performance and client account dashboards could be a bit more robust and easy to navigate. Review collected by and hosted on G2.com.

I like how Orion Advisor Technology brings all data into a seamless experience. It provides a great experience to the end user and advisor and brings value to how they approach client conversations. The initial setup was easy. Review collected by and hosted on G2.com.

There could be issues with how the data is brought in and how it’s defined. There are issues with transaction codes not coming correctly. The mapping is not matching when we have different custodial data feeds, meaning custodial transactions could have different codes and it will throw off performance. Review collected by and hosted on G2.com.