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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
Pontera
Riskalyze
Salesforce
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

Integrations Supported

DP360 CRM
Preferred Payments
QuickBooks Online
QuickBooks Online Advanced
Shopify
WordPress
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$408.00
Monthly and Annual pricing options available

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

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

Not specified

Financial Reporting

Not specified

Reporting

Not specified

Categories and Features

Auto Dealer

Accounting
Contact Database
Customer Database
Inventory Management
Online Inventory
Parts Management
Sales Management
Service Department
Website Integration

Auto Dealer Accounting

Inventory Management
Parts Management
Sales Management

Dealership Management

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

Inventory Control

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

Inventory Management

Alerts/Notifications
Barcoding / RFID
Inventory Optimization
Manufacturing Inventory Management
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management

Marine

Accounting Management
Barcodes
Boat Maintenance
Manufacturing/Supplier Pricebooks
Scheduling
Storage Management

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