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What is Orion?

Every organization experiences success in its own distinct manner. Our specialization focuses on implementing technology that is customized to meet a wide array of needs, enabling advisors in different business models to fulfill their fiduciary responsibilities efficiently. We aim to create solutions that go beyond simple technological advancements, fostering a transformative environment that promotes innovation, questions conventional practices, and prepares you for lasting success. By building a robust technological framework with over 100 integrations, you can maintain data integrity through daily reconciliations conducted domestically. Improve teamwork through a versatile client interaction experience, while trading is optimized with a tax-efficient rebalancer. Additionally, you can design tailored SMA investment portfolios and boost your revenue streams with personalized fee and payout structures, leading to sustainable growth for your practice. In the end, our holistic strategy is crafted not just to help you achieve your objectives but to surpass them significantly. This approach empowers you to adapt to the evolving market landscape while ensuring long-term viability and success.

What is AWS Trusted Advisor?

AWS Trusted Advisor is an online tool that provides users with real-time insights and recommendations to ensure their resource provisioning aligns with the best practices established by AWS. By conducting a variety of assessments, Trusted Advisor seeks to optimize your AWS infrastructure, enhance security and performance, reduce expenses, and monitor service limits effectively. Utilizing the insights from Trusted Advisor is particularly valuable whether you are starting new projects, developing applications, or focused on ongoing improvements, as it helps guarantee that your solutions are efficiently set up. Users with AWS Basic Support and AWS Developer Support can access six specific security assessments, which cover areas like S3 Bucket Permissions and IAM Usage, along with 50 checks related to service limits. In contrast, clients with AWS Business Support and AWS Enterprise Support benefit from the complete range of 115 Trusted Advisor evaluations, which are organized into categories including cost optimization, security enhancements, fault tolerance, performance improvements, and service limits. Consistently monitoring and acting on these recommendations can significantly enhance resource management and lead to greater operational efficiency, ultimately contributing to a more robust cloud infrastructure. By making it a habit to integrate these suggestions into your cloud strategy, you can better align your resources with business goals.

Media

Media

Integrations Supported

Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
New Relic
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
Sophos Cloud Optix
iTimekeep

Integrations Supported

Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
New Relic
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
Sophos Cloud Optix
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Orion Advisor Technology

Date Founded

1999

Company Location

United States

Company Website

orionadvisortech.com

Company Facts

Organization Name

Amazon

Date Founded

1994

Company Location

United States

Company Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Cloud Management

Access Control
Billing & Provisioning
Capacity Analytics
Cost Management
Demand Monitoring
Multi-Cloud Management
Performance Analytics
SLA Management
Supply Monitoring
Workflow Approval

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