Category: Technology Providers – Portfolio Management, Accounting and Performance Reports
Initiative: Orion Business Intelligence Trends Application
Advisors trying to assess the health of their practices need to know where they stand relative to others in the field. Orion’s Business Intelligence Trends application (Trends) provides the benchmarking data and analytic tools to conduct this analysis.
With Trends, advisors can compare themselves in absolute and relative terms against other Orion advisors based on assets under management, new accounts, total number of clients, demographics, performance, fees and other factors. Firms can see if they are in the top 25%, middle 50% or bottom 25% of advisors using Orion.
Since its launch in March 2016, Trends has logged more than 1,400 users, who have analyzed $200 billion in managed accounts.
About the Company
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 800 advisory firms with total assets under administration in excess of $300 billion, from more than 800,000 individual accounts.
For more information, please visit www.orionadvisor.com or follow them on Twitter @orionadvisor.
Founder and President, Orion Advisor Services