Orion Advisor Solutions (Orion) is the nation’s largest privately held portfolio accounting service bureau focused on liberating advisors from their back offices.
Orion provides data aggregation, performance reporting, trade order management, and advisory fee billing technologies delivered directly through cloud-based CRM integrations. Orion is an industry leader in helping advisors use technology to better connect with clients.
Orion’s entrepreneurial spirit has led to the introduction of a number of leading-edge technologies for advisors. Among those innovations are an award-winning advisor branded mobile app, lead qualification app, video statement app, and an open API providing easy data access and integration capabilities to third-party applications.
Orion empowers investment advisors to build a better business.
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
