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Super happy with our decision to convert from olde...

Super happy with our decision to convert from older dbcams portfolio management system to Orion in 2014. Our process and business has improved so much since then, thanks to the tools and continual development of Orion's tech platform. Next up for us is to engage and implement their rebalancer unit, Eclipse. Keep up the great work Orion team!

We recently began working with Orion Advisor Servi...

We recently began working with Orion Advisor Services, and have found them to be:
- Extremely pleasant to interact with
- Capable of consistently putting us in contact with someone in the company capable of answering our technical questions, and ultimately addressing the heart of our inquiry (even the most technically demanding matters)
- Interested in maintaining a neutral, open eco-system of integrations with other industry providers (and, most importantly, maintaining that neutrality even with companies that offer competing services)
- Providing us access to our data in any way we may need to meet regulatory and other business needs
- Willing to listen to us when we're providing constructive feedback about how the software could better support our needs, and firms like ours, in the future

We're very thankful for the Orion team in Omaha, and couldn't recommend them more strongly. If any of you end up reading this, thank you for all that you do!

Orion advisor services

Orion advisor services

4.8