ORION ADVISOR SOLUTIONS

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform... Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. In fact, in the last five years alone, we've made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities... Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab.

Also known as: Orion, Orion Advisor Solutions, Inc., Orion Advisor Technology, LLC, Orion Company, Orion Portfolio Solutions, LLC

Primary location: Omaha United States