Orion

Orion

Orion Advisor Technology
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About

Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules.

About

Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors and financial firms seeking a solution to manage their operations

Audience

Anyone searching for a platform to securely and compliantly manage on assets in held-away accounts

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Orion Advisor Technology
Founded: 1999
United States
orionadvisortech.com

Company Information

Pontera
Founded: 2012
United States
pontera.com

Alternatives

Alternatives

Categories

Categories

Integrations

Addepar
Asset-Map
Co-Pilot
FP Alpha
GeoWealth
Morningstar
Open Dental Software
Pontera
Pulse
Riskalyze
SS&C Advent
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

Integrations

Addepar
Asset-Map
Co-Pilot
FP Alpha
GeoWealth
Morningstar
Open Dental Software
Pontera
Pulse
Riskalyze
SS&C Advent
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep
Claim Orion and update features and information
Claim Orion and update features and information
Claim Pontera and update features and information
Claim Pontera and update features and information