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Ratings and Reviews 0 Ratings
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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 ByAllAccounts?
ByAllAccounts transforms financial data into actionable insights by aggregating information from a wide array of sources. Our platform compiles raw data from over 15,000 distinct origins. We prioritize independence from specific formats and choose only the highest quality, most comprehensive data available, which allows for a transparent overview of clients’ assets, spending habits, and cash flow trends.
We then standardize the gathered data into a cohesive, consistent format that aligns with industry benchmarks and incorporates Morningstar’s proprietary identifiers, effectively converting diverse data into its most useful state.
Furthermore, ByAllAccounts utilizes an AI-driven approach to quickly deliver client account information across various systems, including portfolio management, reconciliation, compliance, trust accounting, and performance tracking, which significantly reduces both time commitments and operational costs.
Our innovative patented techniques enable us to effectively interpret insufficient data sources and bridge gaps using Morningstar data, thus providing enhanced feeds at the firm level to an extensive network of more than 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. In addition to this, our commitment to continuous improvement ensures that we adapt to changing market needs, further solidifying our role as a pivotal entity in the financial data aggregation space and empowering our clients with superior operational efficiency and informed decision-making capabilities.
Integrations Supported
Co-Pilot
MoneyGuidePro
Apiax
Asset-Map
Brivo
Open Dental Software
Pontera
ProTracker Advantage
RightCapital
Riskalyze
Integrations Supported
Co-Pilot
MoneyGuidePro
Apiax
Asset-Map
Brivo
Open Dental Software
Pontera
ProTracker Advantage
RightCapital
Riskalyze
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
Morningstar
Date Founded
1984
Company Location
United States
Company Website
www.morningstar.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
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