Reporting

Make a Statement

Orion offers a range of custom and turnkey reporting capabilities that help you provide an accurate and comprehensive view of investment performance and progress.

Create and Customize Unlimited Reports

With Orion’s Report Builder, producing custom reports has never been easier. With our simple drag-and-drop interface and choice of more than 500 different data modules, you can develop a unique and fully-branded report in minutes.

  • Choose which information to display and how to display it with Report Parameters
  • Update colors, change fonts, and assign themes for each client, segment, or advisor
  • Build as many custom reports as needed with unlimited access

"Because of the way we’ve been able to leverage Orion, I don’t have to hire as many people to do reporting."

- Jessica Lu, Director of Operations, Abacus Wealth

Cost Basis Maintenance Directly from the Source

We work closely with the major custodians to gather and maintain cost basis, ensuring the data you keep in Orion is ready for reporting, anytime.

  • Access complete daily Unrealized and Realized Gain/Loss reports, calculated automatically
  • Easily export or share tax information with integration partners or outside systems to meet filing needs
  • Verify cost basis or check on new accounts quickly and easily with access to a full repository of data queries

Reporting Screenshots

75%

of Orion users identify Orion's reporting solutions as having the greatest impact on their business
TVID: 858-F52-CF6

Consolidated Portfolio Reporting with Alternatives

Orion’s Alternative Investment Platform helps you provide a holistic view of net-worth, reporting on alternative assets alongside marketable investments.

  • Track value for non-managed investments like art, jewelry, hedge funds, private equity, real estate, and more
  • Better serve HNW clients with reporting that reflects the depth and breadth of their wealth
  • Reduce time spent manually updating alternative assets with complete product control and a quick way to add valuations, capital commitments, and evaluate unfunded commitment amounts

Easy to Use RMD Solutions

Simplify a foundational, yet time-consuming, reporting requirement with capabilities that help you automate and monitor Required Minimum Distributions.

  • Automatically monitor whether or not accounts are on track to meet their RMDs
  • Easily edit account info to reflect unique circumstances, like if a client joined your firm at year-end, and maintain the ability to override whether an RMD has been satisfied or not

of Orion users report completing their Reporting tasks in HALF the time
TVID: 185-2DD-C52

"Clients love the custom reports we provide. If a client wants something unique, I can whip it up no problem."

- Slater Dean, Jr. Planner, Downing Street Wealth Management, LLC

Deliver Pro-level Presentations

Orion’s collaborative presentation dashboard, Insight, helps you deliver interactive performance presentations on the data that matters most to clients.

  • Display simple data, like market value and cost basis, or show risk measurement and required minimum distribution information from one easy-to-use dashboard
  • Answer questions as they come up, drilling into each interactive tile or utilizing the pop out to show more information, including risk and macro attribution
  • Customize each presentation, adding PDFs or even a meeting agenda directly to your dashboard

See How Your Performance Stacks Up

View your firm’s performance across models, advisors, management strategies, and more with Orion’s Composite Reporting solutions.

  • Use one of our out-of-the-box reports, or stack criteria and apply filters to get the exact view of the data you need
  • Benchmark your firm’s performance against more than 1,000 available indices
  • Use Orion’s composite tools in order to maintain or acquire GIPS verification

Related Integrations

Access Orion account information and holding positions within Naviplan and Figlo, using it to support the financial planning process.

Naviplan

Financial Planning

About Our Integration

Access Orion account information and holding positions within Naviplan and Figlo, using it to support the financial planning process.

About Naviplan

Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Our products include the NaviPlan®, Profiles™ and Figlo™ financial planning tools, the Advisor Briefcase® marketing tool and the Narrator™ application builder. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.

Access Orion household and account-level data in MGP for use in financial plans. Orion can also pull from MGP financial plan report elements, including the…

MoneyGuidePro

Financial Planning | Financial Planning

About Our Integration

Access Orion household and account-level data in MGP for use in financial plans. Orion can also pull from MGP financial plan report elements, including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.

About MoneyGuidePro

MoneyGuidePro makes sophisticated, goal-based planning fast and easy. Smart and adaptable, you can now provide a profitable planning experience for every client. The powerful planning tools you’d expect, plus a Social Security maximizer, tech integration and account aggregation.

eBook

See the top 5 challenges to reporting on alternative investments.

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