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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 CONTROL?

Streamline the cumbersome and varied techniques used for collecting and integrating financial data, which frequently result in misunderstandings regarding definitions and methodologies. CONTROL® offers a robust solution that markedly enhances the speed and precision of information accessible to stakeholders. The increasing difficulties in data collection and consolidation can significantly impede operational efficiency. Moreover, internal systems frequently exhibit inconsistencies and rely on outdated practices, which leads to delays in generating essential insights for stakeholders. This lag can negatively impact employee morale, making them feel overburdened and less efficient in their tasks. By improving the accuracy and responsiveness of information generation, organizations can also reduce their maintenance and administrative expenses. Additionally, this system effortlessly integrates with existing infrastructures, providing a cohesive view of your financial environment. It further enables new avenues for in-depth analysis and scenario testing, unlocking insights and applications that were previously out of reach. Consequently, this evolution fosters a more proactive and strategic approach to financial management, allowing businesses to adapt more readily to changing market dynamics. Ultimately, the transition not only enhances operational efficiency but also empowers informed decision-making across the organization.

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

Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

KCI Computing

Date Founded

1977

Company Location

United States

Company Website

kcicorp.com/control/

Categories and Features

Business Intelligence

Not specified

Financial Reporting

Not specified

Reporting

Not specified

Categories and Features

Budgeting

Asset Planning

Business Performance Management

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

Financial Reporting

Not specified

Reporting

Customizable Dashboard
Forecasting
Report Export

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