Client Experience

Engaging Digital Experiences, Delivered By You

Orion’s full suite of digital client-facing solutions sets the new standard for an exceptional client experience.

A Gateway to Better Client Relationships

Easy to learn and simple to use, Orion’s Client Portal can become a one-stop-shop for all your clients’ financial needs from the start of their relationship with you.

  • Empower clients to stay in-the-know with access to their balance sheet, reports, quarterly performance statements, and more
  • Responsive design on any device means your clients can access the portal from their smartphone, tablet, or desktop with the same great experience
  • Add your logo and brand colors, and determine which capabilities you want, so your Client Portal reflects your business and goals

"With the ability to customize the experience and integrate outside data, we have an app our clients actually like and use."

- Kim Van Winkle, CCO and Director of Operations, Twelve Points Wealth Management

Want an App for That?

Put the power of your Client Portal in the palm of your clients’ hands with a customizable Mobile App branded for your business.

  • Available at no extra cost to your firm, your mobile app will live in both the Apple App store and Google Play store for instant download
  • Provide information on portfolio values, holdings summaries, performance, news and market commentary, and more
  • Protected with Touch or Face ID on Apple devices, your clients can trust their data is secure


say 24/7 access to accurate client data improves their client relationships

Get Engaged

Deliver the ultimate in personalized reporting at scale with Orion’s turnkey video reporting solution, Engage.

  • Create professional videos without hiring a video professional with our easy-to-use video editor
  • Record a general introduction or provide timely market commentary, choose the performance data fields you’d like displayed, and then distribute through your Client Portal
  • Each client will receive a unique and personalized video reflecting their portfolio details, automatically

Automate Your Engagement Opportunities

With Orion’s automated email messaging app, Deliver, you can create and deliver custom communications and portfolio updates that provide a personalized touch to each client, with less time and effort.

  • Create customized emails in a snap, sharing notes about the markets, current news events, or the latest updates related to client accounts
  • Build different message templates to quickly and efficiently deliver communications that reflect your clients’ unique preferences
  • Each message is captured and stored in Orion and can be delivered to you as well, supporting your compliance obligations


of users say providing clients with a comprehensive view of their financial life makes a difference
TVID: AF8-979-4CD

"Orion has helped us create a client portal that differentiates our offering and increases client loyalty and referrals."

Rick Collins, Founder, Divergent Wealth Advisors, LLC

Connect with Clients in More Ways

Over 560 billion texts are sent worldwide each month. With Notifications in Orion, portfolio updates will soon be among them, empowering you to connect with your clients in a way that works for them, automatically.

  • Enable your chatbot responder to reply to text requests for balance information, performance data over a range of time, meeting requests, and more
  • Set up text notifications in advance to provide updates based on your communication goals, or give clients the ability to subscribe to receive notifications of their choice
  • Operating through your firm’s Client Portal, all messages are automated, archived, and can include customized performance disclosures

Better Service, Better Support

Using Orion’s fully integrated co-browse functionality, upgrade the support experience you deliver clients with the ability to offer video chat, audio, and telephony services directly through the client portal.

  • Improve client engagement with real-time client support options
  • Meet client expectations for a modern and transparent experience

Related Integrations

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About Our Integration

Orion provides Quik! access to household data through our API, pushing data from the Orion New Account Center to populate new forms for Quik!

About Quik!

Quik! is the ideal solution when you need existing paper-based or electronic forms to work better while retaining their exact look and feel. We take your original form as is and make the form-fillable, interactive, secure and signable, all within a web browser. Why rebuild or redesign your forms when Quik! can simply make your current forms work better!  The Quik! Forms Engine (API) powers web, mobile, server and client solutions with ease. Customers and partners alike use the Quik! Forms Engine to build their ideal workflow and business process with seamless integration to forms.

Run reports directly to Dropbox, share documents through the Client Portal, and even allow Clients to link their own Dropbox accounts for added transparency and…


Document/Form Management | Process Management | Document/Form Management

About Our Integration

Run reports directly to Dropbox, share documents through the Client Portal, and even allow Clients to link their own Dropbox accounts for added transparency and collaboration.

About Dropbox

Dropbox simplifies the way people work together. 500 million registered users around the world use Dropbox to work the way they want, on any device, wherever they go. With 150,000 businesses on Dropbox Business, they are transforming everyday workflows and entire industries.

Case Study

See how Orion’s Client Experience helped one firm realize more than $50k in annual savings.

Download Case Study
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