Orion Cash & Credit is a comprehensive financial services platform designed for wealth management professionals. It offers a wide range of lending solutions, FDIC-insured deposit programs, and specialized banking services to help advisors meet their clients' personal and business needs. The platform integrates cash management and investment services, allowing advisors to compete on a larger scale and provide a more robust client experience.

Key Features

Integrated Lending Solutions Comprehensive range of lending options to meet diverse client needs

• Securities Backed Lending
• Mortgage Banking
• Commercial Real Estate Financing
• Marine Watercraft and Aircraft Financing
• Specialty Lending (e.g., insurance premium financing, capital call funding)

High Yield FDIC Insured Deposit Program Secure cash management solution for clients

• Applied to portfolio cash balances
• Covers held-away cash

Streamlined Client Experience Unified platform for financial services management

• Swift addressing, application, and monitoring of cash and credit accounts
• Integration of banking needs with planning and investment management

Benefits

Enhanced Competitive Edge Empowers advisors to compete with traditional institutional platforms

• Access to competitive rates for lending solutions
• FDIC-insured deposit programs
• Support from specialized banking experts

Improved Client Retention Provides a one-stop-shop for financial services

• Eliminates the need for clients to seek banking services elsewhere
• Connects banking needs with planning and investment management experiences

Business Growth Opportunities Expands service offerings to drive business growth

• Attracts new clients with comprehensive financial solutions
• Increases share of wallet with existing clients