Consultation & Support

Standing By You, Every Step of the Way

No two clients’ technology journey is the same. Having supported advisors for nearly 20 years, we’ve evolved our support model to deliver a consultative client experience that helps each firm follow a path to realize their unique definition of success.

Five Simple Steps, A Gateway To Unlimited Potential

We embark on every new relationship with a proven five-step process that helps us discover what’s important to your firm so that we can develop a blueprint for success with our team and system.

  • Discovery: Getting to know your needs
  • Diagnostic: Problem-solving solutions to your challenges
  • Delivery: Presenting a roadmap forward
  • Design: Implementing our recommendations
  • Delight: Ongoing support to ensure your success

"Love how quickly I can get things done. If I don't know how to do something, I just pick up the phone and it's solved quickly."

- Deka Wiebusch, Financial Advisor, Skyline Advisors, INC.

Streamlined and Stress Free Implementation

Implementation doesn’t have to be stressful, not with our experienced on-boarding and conversion team leading the way.

  • Assigned a dedicated project manager, our team will advise you on optimal system settings, set-up, and workflows to help you customize the platform to meet your goals
  • We’ll lead the conversion of your historical transaction and performance data, helping you clean up and streamline information where your legacy system allows


are likely to recommend Orion
TVID: C54-A14-FA0

A Model for Success

We’re different from other platforms and lead you through a proven, goal-driven training and enrichment process that helps your firm drive measurable improvements in your operating margins.

  • Consultation: Customized coaching to understand your goals and help you develop a plan to achieve them
  • Training: Learning on your terms with a variety of robust live and learner-led training courses through our Ascent e-learning platform
  • Education: Best practices and enrichment online and in person to maximize the effectiveness of Orion in your firm
  • Support: The answers you need, when you need them from dedicated teams of subject matter experts, accessible by chat, email, and phone

Our Guarantee

Enabling your success is our mission—and we know how to deliver on it based on years of working with firms and advisors of all types.

We’re confident firms that follow our roadmap to success and commit to evolving with us will experience a measurable increase in operational efficiency and an improved client experience. That’s our guarantee.

White Paper

It doesn't have to be as scary as it seems -- we promise. See why.

Download White Paper
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