Our IT Stack

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.

Salesforce is a leading customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all members of your team a single, shared view of every client, center of influence, wholesaler etc… Its work flows, task system, call logging and more simplify and streamline your business, save time, and allow you to better manage your client base.

eMoney is a state of the art sophisticated financial planning program. It allows advisors to efficiently track client behavior to provide excellent planning services, while firm-level analytics help you benchmark performance and pinpoint opportunities for growth. eMoney offers both simple and sophisticated planning solutions to support the evolving planning needs of your clients.

[Optional add on: $100 / month]

Riskalyze's platform provides tools for analyzing investment risk, delivering 401(k) plans, and building and implementing investment portfolios. Riskalyze invented the Risk Number^®, an alignment tool for financial advisors to quantitatively measure investor risk tolerance, risk capacity, and portfolio risk on a scale from 1 to 99.

[Optional add on: $100 / month]

Office 365 provides online access to cloud applications and the full desktop versions for Office. This includes: Outlook, Excel, Word, OneDrive, PowerPoint and SharePoint among others. Because this is a subscription service you will always have the latest versions of all of these applications at your fingertips.