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

  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Epicor Financials Reviews & Ratings
    Company Website
  • Martus Reviews & Ratings
    160 Ratings
    Company Website
  • Grafana Cloud Reviews & Ratings
    860 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    290 Ratings
    Company Website
  • Intellimas Reviews & Ratings
    30 Ratings
    Company Website
  • PBRS Power BI Reports Distribution Reviews & Ratings
    12 Ratings
    Company Website
  • OrangeHRM Advanced Reviews & Ratings
    333 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,776 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 CircleBlack?

Designed specifically for financial advisors who value client connections, this extensive platform boasts a contemporary and intuitive interface that provides instant access to comprehensive client information. It creates a visually engaging and effortless client experience through its white label mobile application and online portal. The platform includes a variety of features, such as performance analysis, trading and rebalancing tools, billing capabilities, and a secure document storage system. Moreover, it seamlessly integrates with 25 leading wealth-tech providers in crucial areas like CRM, planning, and risk assessment, as well as offering direct connections to 14 custodians and many financial institutions. Whether you're a small firm outgrowing basic custodian tools or a larger enterprise in search of a superior all-in-one solution, CircleBlack is tailored to boost efficiency, impress clients, and draw in new business. This all-in-one platform is particularly advantageous for advisors transitioning from wirehouse and independent broker-dealer channels who seek a modern technological solution for their new Registered Investment Advisor (RIA) setup. Additionally, our outstanding support services facilitate a smooth transition process, minimizing client attrition and enhancing overall professionalism, so advisors can concentrate on what matters most—nurturing enduring client relationships. Ultimately, CircleBlack empowers advisors to elevate their practices and redefine their client engagement strategies.

Media

Media

Integrations Supported

MoneyGuide
RightCapital
Riskalyze
Salesforce
Co-Pilot
FP Alpha
Open Dental Software
Pontera
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk

Integrations Supported

MoneyGuide
RightCapital
Riskalyze
Salesforce
Dropbox
Envestnet Wealth Management Platform
Google Drive
Microsoft Excel
Microsoft Outlook
Nitrogen
Practifi
Wealthbox

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$500 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
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

CircleBlack

Date Founded

2013

Company Location

United States

Company Website

www.circleblack.com

Categories and Features

Business Intelligence

Not specified

Financial Reporting

Not specified

Reporting

Not specified

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

M2Advisor Reviews & Ratings

M2Advisor

M2Wealth
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company