Orion Advisor Technology

Orion Advisor Technology

  • Description
  • Advantage
  • Benefits
Helping advisors experience integrated independence so you can enjoy your business again!

Are back-office operations eating away at your precious time?

Orion’s single, end-to-end technology has been helping advisors achieve their efficiency and growth goals for over 20 years. It’s time to simplify and scale your back-office operations – so you can spend less time on operational processes and focus more on growing your client relationships and business. 

Chalice members gain access to our industry-leading billing, reporting, compliance, trading and rebalancing, and client experience solutions at a significant discount. Orion provides a deep network of integrations, as well as dedicated service and support teams.

Chalice Advantage

Get Enterprise pricing on Orion Advisor’s Technology. Savings applicable for new Orion customers only.

Benefits

Chalice members enjoy the following benefits from Orion.

  • Enhance your value proposition:
  • Orion's proven, goal-driven process enables scale to help your firm drive measurable improvements in operating margins
  • Create Efficiency:
  • Orion provides the flexibility to embrace your firm's unique needs and delivers with the guidance and expertise to ensure your success.
  • Grow Your Business:
  • Orion's technology gives you the freedom to set your own destiny, backed by the innovation that fuels the growth of some of the largest firms in the nation.
  • Create a Fully Integrated Tech Stack: 
  • Because every firm is unique, Orion's robust partnership network includes 80+ integrations—allowing you to build a customized tech stack to meet your needs.
  • Access Orion's full suite of services:
  • Orion's technology offering includes billing, reporting, compliance, trading and re-balancing, and client experience tools.