RG
Robert G.
Mid-Market (51-1000 emp.)
"Foundational Ecosystem for an RIA"
4.5/5
What do you like best about Orion Advisor Technology?

When properly and thoughtfully implemented, it's an ecosystem that can serve as the technology foundation for an RIA that connects to everything else. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

It needs to be more intuitive to leverage. The learning curve can be difficult Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Flexible Technology for Growth, but Support Reps Need More Product Knowledge"
3.5/5
What do you like best about Orion Advisor Technology?

The flexibility to use the technology in new ways as our business grows Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

The service representatives seem to lack sufficient knowledge. Review collected by and hosted on G2.com.

TQ
Tom Q.
Small-Business (50 or fewer emp.)
"Easy to Use, Seamless Integration with My Tech Stack"
5/5
What do you like best about Orion Advisor Technology?

Easy to use and integrates with other tech I use very well. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Need to reduce some of the redundancies around data entry. Review collected by and hosted on G2.com.

AB
Angela B.
Small-Business (50 or fewer emp.)
"User-Friendly Platform, but Some Forms Need Improvement"
3.5/5
What do you like best about Orion Advisor Technology?

The platform is pretty user friendly overall. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Some of the forms are clunky or confusing. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Streamlined, Easy-to-Use Platform That Delivers"
5/5
What do you like best about Orion Advisor Technology?

I like the ease of use of the platform and how streamlined the process is and how it offers customers a very easy-to-use way to look into their finances. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

I wish there was a bit more guidance and learning on how to onboard as a new user Review collected by and hosted on G2.com.

Carson B.
CB
Carson B.
Small-Business (50 or fewer emp.)
"Easy Integration with Our Tech Stack"
5/5
What do you like best about Orion Advisor Technology?

I like how easy it integrates with other technology Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

I do not dislike anything other than some integrations Review collected by and hosted on G2.com.

Brian E.
BE
Brian E.
Small-Business (50 or fewer emp.)
"Simple Interface, But Needs More Specific Movement Options"
3.5/5
What do you like best about Orion Advisor Technology?

Simple interface to find client account models Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Lack of specific movement ability from within a sleeve. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Enterprise Structure Review"
5/5
What do you like best about Orion Advisor Technology?

Variety in tech suite offering for differing firm levels. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Customization for my enterprise business structure. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Accurate Data and Excellent Customer Service"
4.5/5
What do you like best about Orion Advisor Technology?

the accuracy of the data with the custodians and the customer service. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

The time it takes to onboard and get clarity as to how the different sections work together. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Simple UI, Great product."
4.5/5
What do you like best about Orion Advisor Technology?

Ease of use. Easy to understand UI. IDs on everything. Review collected by and hosted on G2.com.

What do you dislike about Orion Advisor Technology?

Takes a long time to change anything when we want an enhancement. Salesforce integration need security updates. Review collected by and hosted on G2.com.