Orion empowers advisors with the most comprehensive portfolio accounting service bureau. The company liberates advisors from their back office so they can devote more time to client-building activities and enjoy the relationship side of their business again.
Orion was built by an Advisor, for Advisors, and now administers over $50 billion in assets. The company offers back-office solutions to more than 225 RIAs, Broker-Dealers and Turnkey Asset Managers. Key services include web based portfolio accounting, billing, trade order management, branded mobile apps, and a complete suite of customized performance reports.
Orion is a service provider of Equity Trust Company. It is not an affiliate, agent or representative of Equity Trust Company or any of its affiliates.