Ease of use, lots of features that cover all aspects of wealth management. Review collected by and hosted on G2.com.

Higher turnover on service teams, leading to receiving different answers from agents when calling/chatting in. Sometimes too many features, which can be overwhelming to newer advisors. Review collected by and hosted on G2.com.

I like that Orion Advisor Technology is a one-stop shop for investments for my clients. They do the due diligence for me on the money managers and handle the fee billing. I also appreciate the planning software they provide. Review collected by and hosted on G2.com.

At times, the new account wizard doesn't fill all the fields in the paperwork. Review collected by and hosted on G2.com.

I really like the ease of use of Orion Advisor Technology. It helps us streamline workflows across different avenues, allowing us to hire fewer people. I also appreciate the great workforce and staff at Orion. Review collected by and hosted on G2.com.

The sleeving process within Eclipse is confusing. Review collected by and hosted on G2.com.

Have been using Orion for about a year now and so far we have been very happy with the service and capabilities this system offers. We currently use it for reporting, billing and rebalancing. The system is full of other services that we have not utilized yet. Review collected by and hosted on G2.com.

Unclear on the differences between the client portal and the financial planning portal. Review collected by and hosted on G2.com.

I really appreciate Orion Advisor Technology for its ease of use and good billing tools. The grid views are also a positive aspect that I find useful. Review collected by and hosted on G2.com.

I find the interaction between different programs such as Orion Advisor Technology, Redtail, and Orion Planning could be improved. Also, the initial setup was challenging. Review collected by and hosted on G2.com.

I think the EAG team with Orion Advisor Technology is fantastic. I'm enjoying the way the platform moves forward with the Wizard and am hopeful for continued progression in making things easier for clients. Additionally, the initial setup was easy. Review collected by and hosted on G2.com.

I find the application process could be more tailored with simpler client openings during interactions. Also, I've faced issues linking with MoneyGuide. Review collected by and hosted on G2.com.

I like the support Orion Advisor Technology gives to our branch. It's extremely user-friendly, which makes it easier for clients to follow the information. The initial setup was very easy for our team. Review collected by and hosted on G2.com.

I think Orion Advisor Technology could focus more on personal relationships with financial advisors (FA's). Review collected by and hosted on G2.com.

I like Orion Advisor Technology for its standardized reporting and customization options, which allow me to quickly generate answers to questions. This capability helps me effectively answer client questions that are unique to their situation. Review collected by and hosted on G2.com.

I dislike data feed integrations with custodians. Review collected by and hosted on G2.com.

I like the ability to create multiple sleeves and set the distribution and contribution percentages in Orion Advisor Technology. This lets me have different buckets of money for clients and use the sleeves for each bucket. It saves time and helps me present information to clients efficiently. I found the initial setup very easy as well. Review collected by and hosted on G2.com.

Sometimes the navigation is challenging Review collected by and hosted on G2.com.

It’s very easy to get all of the information I need in a short period. We really love using the client portal and how it integrates with our custodian to provide accurate data and statements to our client. We also love the reporting features and use those frequently, especially regarding tax information. We also use the RMD dashboard frequently for our clients. Review collected by and hosted on G2.com.

There are some things that just are not customizable enough. We do not use the trading platform in Orion any longer. We use the eclipse. There is also some changes to the client portal a few years ago that meetings a little bit difficult for our clients. Review collected by and hosted on G2.com.