Business Intelligence

Custom Business Intel for Intelligent Businesses

Orion’s data analytics and business intelligence capabilities help you see and understand your firm’s opportunities more clearly, so that you can plan and grow your business more strategically.

Aggregated Insights, At Your Fingertips

With a suite of pre-built and customizable dashboards displaying a range of firm metrics useful to your decision-making, you can create at-a-glance views of the data you need most, powered by your Orion database.

  • Search for, filter, and sort a range of information, from accounts across states and average account size per zip code, to attrition and growth factors
  • Evaluate insights by advisor, business line, or other parameters, and track progress toward SMART goals your Orion implementation team will help you set
  • Connect a third-party business intelligence analytics solution for even greater control over how you analyze and review your firm’s data

"We’re in a big data world and we had small data. Now we have access to big data."

- Bill Glubiak, CEO, Cedar Brook Financial

Validate Your Value

Keep pace with the evolving regulatory landscape and justify your fees against industry benchmarks with Orion’s Advisory Fee Benchmark.

  • Gain a better understanding of your business by analyzing fees by model portfolio and management style
  • Benchmark your fees against other Orion advisors who offer similar services based on ADV data
  • Filter accounts and clients by fee value to see annualized fee amounts at-a-glance

68%

have grown firm revenue since implementing Orion
TVID: 3A9-047-B15

Related Integrations

Provide the FactSet platform access to account and holding information, including asset and model level performance, through Orion's API.

Factset

Portfolio Analytics

About Our Integration

Provide the FactSet platform access to account and holding information, including asset and model level performance, through Orion's API.

About Factset

FactSet helps the world’s best investment professionals outperform. For more than 35 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better. FactSet’s global datasets, powerful analytics, and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence, and monitor performance of their equity and fixed income portfolios in the office or on the go.

Orion integrates with Kwanti to provide easy navigation between the platforms, sharing account and model portfolio data for their platform to analyze.

Kwanti

Portfolio Analytics | Portfolio Analytics

About Our Integration

Orion integrates with Kwanti to provide easy navigation between the platforms, sharing account and model portfolio data for their platform to analyze.

About Kwanti

Kwanti offers comprehensive portfolio analytics in an easy-to-use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects. With Portfolio Lab, advisors can compose, test and show portfolios in seconds to their clients. The product’s interactive ‘what-if’ analytics combined with rich data visualization significantly improves the advisor tool experience and makes Portfolio Lab a valuable complement to standard platforms.

 

Orion integrates data to allow PrairieSmarts to quickly and easily import portfolios to power its portfolio risk calculation, proprietary risk market data, and risk reporting…

PrairieSmarts

Portfolio Analytics | Portfolio Analytics | Portfolio Analytics

About Our Integration

Orion integrates data to allow PrairieSmarts to quickly and easily import portfolios to power its portfolio risk calculation, proprietary risk market data, and risk reporting capabilities.

About PrairieSmarts

The PrairieSmarts Financial Risk Cloud provides institutions with direct access to portfolio risk calculations, proprietary risk market data and risk reporting capabilities. Available through API and flat file solutions, PrairieSmarts data or reports can be embedded anywhere reliable risk metrics are needed. Using a portfolio risk analyzer specifically designed for Registered Investment Advisors – analyze, present and communicate portfolio risk to your clients through the power of the PrairieSmarts risk platform in a browser. Gain a deeper understanding of portfolio risk and find new ways to create a dialogue, inspire trust and educate clients.

Case Study

See how Orion’s Business Intelligence tools bring clarity to data and inform your decisions.

Download Case Study
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