Data Services

You’re Only As Good As Your Data

Orion’s Data Service capabilities provide accurate, clean, and timely data to fuel your operations and give you the confidence to scale your business.

Reconciliation On Time, All the Time

We reconcile your accounts daily, six days a week to ensure your data is ready when you are.

  • View managed and unmanaged assets in one place through data feeds with more than 1,500 financial institutions
  • Report, bill, and trade with confidence knowing that Orion reconciles all asset positions, transactions, and cost basis, daily
  • Lean on our Data Services team for timely and comprehensive oversight of any reconciliation issues

“Knowing that Orion is so reliable with daily reconciliation allows me to focus on growing my business."

- Adam Grossman, Founder, Mayport Wealth Management

Simple and Streamlined Account Maintenance

Orion’s New Accounts Center centralizes all new accounts within a single location so you can set-up, view, and maintain new client data in seconds.

  • Filter and view accounts by need, like assigning a fee schedule, model portfolio, or management style
  • Set alerts or subscribe to a daily report to stay informed on all new account activity
  • Set rules to add accounts based on your preferences–automatically by a custodial data feed, through integration with your proposal tool, or manually

76%

of customers complete their aggregation/reconciliation tasks at least 25% faster with Orion
TVID: 07B-A18-32B

Security You Can Trust

SSAE-18 SOC 1 Type II audited and ISO 27001 Certified. That’s geek-speak for the highest standards in data security.

  • Our reconciliation processes and controls follow global standards for security and are tested annually by an AICPA registered, independent auditor
  • We continually monitor our systems for cyber-security threats and follow industry-best practices to respond quickly to potential incidents
  • Your data is securely backed-up by servers in various physical locations to ensure redundancy of data and maintain access in the event of a natural disaster

Related Integrations

Orion integrates with Quovo to provide expanded account aggregation services.

Quovo

Account Aggregation

About Our Integration

Orion integrates with Quovo to provide expanded account aggregation services.

About Quovo

Quovo is a data platform providing connectivity to millions of financial accounts across thousands of institutions. With industry-leading APIs, modular applications, and enterprise solutions, Quovo helps deepen relationships by better connecting institutions and advisors to their clients’ financial lives. Today, hundreds of institutions, thousands of advisors, and millions of end-users rely on Quovo’s technology for account aggregation, bank authentication, and ongoing insights to build better financial futures.

Orion Integrates with AdvisoryWorld’s Scanalytics Research and Reporting platforms. In addition, new households and accounts captured by AdvisoryWorld’s Proposal platform are created in Orion’s New…

AdvisoryWorld

Account Aggregation | Portfolio Analytics | Proposal Tools

About Our Integration

Orion Integrates with AdvisoryWorld’s Scanalytics Research and Reporting platforms. In addition, new households and accounts captured by AdvisoryWorld’s Proposal platform are created in Orion’s New account Center for easy review and management.

About AdvisoryWorld

AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow and Document Management, and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.

With this integration, provide access to account-level data and automatically share the trade history needed to file securities class action claims on behalf of your…

Chicago Clearing Corporation

Account Aggregation | Portfolio Analytics | Proposal Tools | Other

About Our Integration

With this integration, provide access to account-level data and automatically share the trade history needed to file securities class action claims on behalf of your clients.

About Chicago Clearing Corporation

Chicago Clearing Corporation (CCC) is the securities class action settlement recovery specialist. Now entering its third decade, CCC is uniquely suited to address all of your clients’ class action needs. Since inception, the firm has recovered over $300 million for its clients—$120 million since 2009 alone.

Case Study

See how intelligent data aggregation can improve your client experience.

Download Case Study
OrionConstellation Created with Sketch.