Description

Orion Advisor Tech is a portfolio management software designed for financial advisors. It enables users to access foundational data and filter report details, track advisory fee receivables by posting fees automatically, examine billing scenarios by forecasting, stimulate client presentations and customized videos, generate tax-advantaged SMA portfolios, monitor and manage implementation outcome, as well as retain trading authority to accept or deny strategist model changes. Features include drag-and-drop interface support, AUM-based fee structure capability, BluePay integration, composite management, asset location optimization, metrics analysis capability, and 13F filing report aggregation capability.