Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Quick Consols Reviews & Ratings
    49 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Martus Reviews & Ratings
    145 Ratings
    Company Website
  • PBRS Power BI Reports Distribution Reviews & Ratings
    12 Ratings
    Company Website
  • Grafana Cloud Reviews & Ratings
    850 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    282 Ratings
    Company Website
  • OrangeHRM Advanced Reviews & Ratings
    332 Ratings
    Company Website
  • ThinkAutomation Reviews & Ratings
    15 Ratings
    Company Website
  • Microsoft Power BI Reviews & Ratings
    8 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website

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 CCH Tagetik?

CCH Tagetik's Corporate Performance Management software is relied upon by businesses to enhance efficiency, cut expenses, and minimize risks. By integrating data, processes, and personnel into a single reliable source, organizations can achieve faster financial closes and more proactive planning. The CCH Tagetik Finance Transformation Platform, fueled by the Analytic Information Hub, serves as a cohesive platform that links finance and operations, optimizing the processes of consolidation, closing, reporting, analysis, compliance, and disclosures. This holistic approach not only improves accuracy but also empowers companies to make informed decisions with greater agility.

Media

Media

Integrations Supported

Asset-Map
BI Book
FP Alpha
Kinective Bridge
Microsoft 365
Microsoft Azure
Microsoft Excel
MoneyGuide
Open Dental Software
Pontera
RightCapital
Riskalyze
SAP Cloud Platform
SAP HANA
Salesforce
SolarWinds Patch Manager
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

Integrations Supported

Asset-Map
BI Book
FP Alpha
Kinective Bridge
Microsoft 365
Microsoft Azure
Microsoft Excel
MoneyGuide
Open Dental Software
Pontera
RightCapital
Riskalyze
SAP Cloud Platform
SAP HANA
Salesforce
SolarWinds Patch Manager
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
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

Wolters Kluwer

Date Founded

1836

Company Location

United States

Company Website

www.tagetik.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

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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

Lease Accounting

Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management

Machine Learning

Deep Learning
ML Algorithm Library
Model Training
Natural Language Processing (NLP)
Predictive Modeling
Statistical / Mathematical Tools
Templates
Visualization

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

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

Popular Alternatives

Popular Alternatives

FinAlyzer Reviews & Ratings

FinAlyzer

Beyond Square Solutions
Konstrukt Reviews & Ratings

Konstrukt

Konstrukt AB
OneStream Reviews & Ratings

OneStream

OneStream Software