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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 Accounto?

Revolutionize your document management and elevate client relations to focus your consulting initiatives. By utilizing integrated accounting solutions, you can work closely with your advisor, freeing up more time for your core business operations. Accounto greatly simplifies the relationship between small and medium-sized enterprises (SMEs) and trust firms, allowing SMEs to easily upload receipts to the platform, where documents are automatically categorized and processed. Both SMEs and advisors enjoy round-the-clock access to these files, fostering seamless collaboration through an intuitive platform that guarantees all information is stored in compliance with audit standards. Our state-of-the-art software solutions aim to demystify complex processes and transition the fiduciary industry into a modern digital landscape. We improve the efficiency and effectiveness of current operations and promote better cooperation, ultimately equipping advisors for future challenges while enabling SMEs to focus on what truly matters for their business. Administrative tasks are executed promptly, with automatic identification of all paperwork, significantly lightening the burden for users. This forward-thinking methodology not only streamlines workflows but also empowers organizations to succeed in a rapidly evolving digital world, ensuring they remain competitive and adaptable. By harnessing these advanced tools, businesses can position themselves for sustained growth and innovation.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

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

Accounto

Company Location

Switzerland

Company Website

accounto.ch/en/

Categories and Features

Business Intelligence

Not specified

Financial Reporting

Not specified

Reporting

Not specified

Categories and Features

Accounting

Not specified

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