Orion Enterprise

A Better Full-Service Solution for Firms of All Size

Access to leading strategists and turnkey asset management powered by best-in-class portfolio management technology. Orion Enterprise is the complete offering you’ve been searching for.

A Technology-First Approach

Powered by the robust data and capabilities of Orion’s technology, Orion Enterprise delivers a highly configurable portfolio management platform built to meet the specific needs of each firm.

  • Follow a tailored technology implementation roadmap, managing permissions, customizing settings, and building workflows that align with your preferences
  • Integrate with the software applications your firm relies on most through our open API and more than 70 integrations across a range of services
  • Private label your platform, positioning your brand as a provider of technology innovation to existing and prospective advisors

“Orion has been a great resource for our firm. Their team is easy to work with and the tool is so versatile.”

- Brad Corrigan, Mutual Securities Inc.

Asset Management to Support Fiduciary Goals

Empower your advisors to function as portfolio manager with the benefit of FTJ FundChoice’s leading selection, oversight, and workflow best practices to guide processes.

  • Offer a full suite of advisor-managed to fully-outsourced investment solutions, providing freedom and flexibility in how advisors operationalize asset management
  • Give your advisors a story to tell with FTJ FundChoice’s Market Movement Strategies, a multi-strategy investment process that helps clients understand market volatility
  • Compete with direct-to-consumer options, automating the investment selection process with Portfolio Target, a full-service digital advice offering

An Oversight Partner

Through technology and access to outsourced services, Orion Enterprise will support your due-diligence, oversight, and compliance requirements, enabling your focus to remain on revenue-driving initiatives.

  • Help your advisors clearly communicate tradeoffs between potential risk/return with Proprietary Risk Scoring of each strategy
  • Lean on a third-party provider of investment oversight solutions to simplify compliance obligations and provide unbiased due diligence
  • Access audit-ready capabilities and workflows to automate data gathering and other compliance operations

$1B

Orion supports nearly 160 firms with more than $1B in AUM
Orion Advisor, as of 12/31/18

Be Treated Like a Big Fish, No Matter the Size of Your Pond

No more time wasted waiting for the support you need. Orion Enterprise is different from other offerings and provides the comprehensive and cohesive service necessary for firms to be successful, no matter its size.

  • Custom onboarding and training programs tailored to reflect your service model without taxing your resources
  • In-the-field support from an experienced team providing best practices and guidance to help your advisors succeed
  • Anytime access to on-demand training and education through Orion’s e-Learning platform, Ascent

Case Study

See how Orion’s tech can be customized to support success for more advisors.

Download Case Study
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