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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 Blackpurl?

Blackpurl is an innovative dealership management platform that is revolutionizing how dealerships operate. It caters to dealers seeking a customizable software solution that aligns with their unique business practices, rather than spending money on flashy features that do not enhance daily operations. With seamless integration options for top-tier solutions like Shopify for eCommerce, QuickBooks and Xero for accounting, and DP360 for customer relationship management, Blackpurl empowers dealers to select the tools that best fit their needs. More than just another DMS, Blackpurl offers a cloud-based platform that is transforming the DMS landscape. As we often say within our team, we’re not merely enhancing the superficial; we’re completely overhauling the entire system for a more effective outcome. This commitment to genuine innovation sets Blackpurl apart in an industry that often settles for mediocrity.

Media

Media

Integrations Supported

Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
Open Dental Software
PartSmart
Pontera
Preferred Payments
QuickBooks Online Advanced
RightCapital
Riskalyze
Salesforce
Shopify
SolarWinds Patch Manager
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
WordPress
Xero
iTimekeep

Integrations Supported

Asset-Map
Co-Pilot
FP Alpha
MoneyGuide
Open Dental Software
PartSmart
Pontera
Preferred Payments
QuickBooks Online Advanced
RightCapital
Riskalyze
Salesforce
Shopify
SolarWinds Patch Manager
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
WordPress
Xero
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$408.00
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

Blackpurl

Date Founded

2014

Company Location

Canada

Company Website

www.blackpurl.com

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

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

Auto Dealer Accounting

Buy-Here-Pay-Here
Collections Management
Expense Management
Financing Management
Inventory Management
Lease-Here-Pay-Here
Parts Management
Payroll Management
Recurring Billing
Sales Management
Sales Tax Management
Service Department

Dealership Management

Accounting
Auto Dealerships
Collections Management
Contact Database
Customer Database
Document Management
Equipment Dealerships
F&I Management
Financing Management
Form Printing
Lease Management
Marine Dealerships
Online Inventory
Parts Management
Powersports Dealerships
RV Dealerships
Service Department
Trailer Dealerships
Used Car Dealerships
Website Integration

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Marine

Accounting Management
Ballast Table
Barcodes
Boat Maintenance
Manufacturing/Supplier Pricebooks
Marina Management
Maritime Crew Management
Routing
Scheduling
Storage Management

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