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
have grown firm revenue since implementing Orion
Provide the FactSet platform access to account and holding information, including asset and model level performance, through Orion's API.
Orion integrates with Kwanti to provide easy navigation between the platforms, sharing account and model portfolio data for their platform to analyze.
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…
Make Better Decisions
See how Orion’s Business Intelligence tools bring clarity to data and inform your decisions.Download Case Study