Orion's Portfolio Accounting is a leading software solution designed for financial advisors to streamline their daily tasks, scale back-office processes, and foster business growth. It offers powerful tools to eliminate busywork, strengthen client relationships, and provide flexibility in business operations.

Key Features

Streamlined Back-Office Processes Automate and optimize portfolio management tasks

• Household-level rebalancing
• Asset location optimization
• Tax-forward trading method

Robust Billing Engine Flexible fee calculation and charging

• Customizable billing options
• Adaptable to various business models

Comprehensive Reporting Generate detailed and specialized reports

• Client-specific reporting capabilities
• Enhanced advisor experience

Powerful Trading Tools Efficient trade execution and management

• Streamlined trading processes
• Improved portfolio performance

Benefits

Time Savings Reduce manual work and increase efficiency

• Automation of daily portfolio accounting tasks
• Elimination of stale data issues

Scalability Grow your business without compromising quality

• Seamless handling of increased client base
• Efficient management of complex portfolios

Enhanced Client Relationships Improve client satisfaction and retention

• More time for personalized client interactions
• Better insights for informed decision-making