I like the ease of use of Orion Advisor Technology. The usability for client data is a major plus. It's great for making informed decisions for our clients. The initial setup was very easy, and we've had it in place for multiple years. Review collected by and hosted on G2.com.

there is nothing currently that I dislike about Orion. it does exactly what we want for the firm and to grow revenue and protective clients Review collected by and hosted on G2.com.

I like the ease of use of Orion Advisor Technology and the great support team. I also appreciate that it interfaces well with other vendors, which allows for seamless transfer of data between platforms. Their responsiveness and knowledgeable support are particularly standout features for me. Review collected by and hosted on G2.com.

I struggle with connecting with bank trust systems using Orion Advisor Technology. The ease of data movement in this area could be improved. Review collected by and hosted on G2.com.

Eclipse trading. The flexibility is great, could use a few upgrades on certain aspects but overall its pretty good. The billing app is great and now that I have experience with it and had a little help from Barb when I first began using the app, the process is so easy and quick. Support is also great especially from those I have met through Ascent. Review collected by and hosted on G2.com.

Some of the apps are difficult to learn and navigate. Integrations with the custodian could be a bit better but overall not bad. Review collected by and hosted on G2.com.

I use Orion Advisor Technology for portfolio management. I like the integration and planning features. The planning tool being built-in means I don't need multiple platforms, which saves time and money by delivering everything in one place for the client. The initial setup was very easy. Review collected by and hosted on G2.com.

I wish there were more tools included, like risk tools and income tools. Review collected by and hosted on G2.com.

I find the interface for Orion Advisor Technology seamless and user-friendly, which really helps users and the back office address issues immediately. I also like that there's less downtime in identifying issues. Plus, the setup was very easy, which was a bonus. We really like how Orion Advisor Technology works and how easily it allows us to keep things moving. Review collected by and hosted on G2.com.

Nothing that I dislike Review collected by and hosted on G2.com.

I like Orion Advisor Technology for its responsiveness and innovativeness. It is easy to use and offers quality software for our operations team and advisors. I also appreciate that it helps in consolidating all of our Schwab client accounts into one software, making it easy to service our advisors. Review collected by and hosted on G2.com.

I find the report builder quirks annoying. The formatting is wonky sometimes and the ease of use takes some getting used to. Review collected by and hosted on G2.com.

I use Orion Advisor Technology for opening accounts portal to Schwab and custom indexing. I really appreciate the resources of investments for clients, the pre-done research, and having experts I can talk to for portfolio design. I also like the client reports because they make client reviews easy. The initial setup was very easy. Review collected by and hosted on G2.com.

I feel there could be more customization options. Review collected by and hosted on G2.com.

I use Orion Advisor Technology for its great client portfolios and efficient portfolio management. The platform has a great strategist, specifically tactical strategists who focus on downside protection while providing my clients the growth they expect. Also, the initial setup of Orion Advisor Technology was very easy. Review collected by and hosted on G2.com.

I don't like that withdrawals by check to clients seem to take longer than expected. Review collected by and hosted on G2.com.

I appreciate that the company is open to feedback and consistently improves based on feedback from the people using it. I also like that data is accessible and the flexibility Orion offers. Review collected by and hosted on G2.com.

updates can take a long time to go into effect, like when we request a query to be built and it takes 8 weeks. Small UI things should be fixed, such as hiding inactive rep profiles. Little things go a long way. Review collected by and hosted on G2.com.

I really like how Orion Advisor Technology pulls data from various different sources and integrates it into one program. This feature is incredibly helpful because we don't have to dive into multiple different programs; it's all right at our fingertips. Review collected by and hosted on G2.com.

Some of the tutorial videos online are a little dated. Review collected by and hosted on G2.com.