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
of customers complete their aggregation/reconciliation tasks at least 25% faster with Orion
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
Orion integrates with Quovo to provide expanded account aggregation services.
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…
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…
See how intelligent data aggregation can improve your client experience.Download Case Study