- Orion Advisor Solutions | WealthTech for Advisors
Orion unifies your tech and investment operations in one powerful platform — helping your team move faster, your clients stay engaged, and your firm keep growing
- Orion Advisor Technology | Financial Advisor Software
Orion holds the #1 market share for CRM, Portfolio Management Reporting Tools, and Portfolio Design Solutions Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence
- Ryan Dressel | Orion
Ryan Dressel is a Senior Investment Strategist at Orion In this role, Ryan is responsible for developing, procuring, and delivering investment content for key internal and external relationships
- Client Portal for Financial Advisors | Orion
Orion’s client portal for financial advisors puts you at the center of your client’s financial lives
- Reed Colley | Orion
Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients
- Plans | Orion Trading Software
Orion Trading offers a standalone investment trading platform designed to increase efficiency through fully customizable portfolio management, model management, cash management, trading, and rebalancing
- Eric Clarke - Orion
Today, Orion supports over five million technology accounts and thousands of independent advisory firms with an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform
- Ron Pruitt - Orion
Prior to joining Orion, he served as Senior Vice President of Nasdaq Analytics, comprised of the acquisition of eVestment and Solovis, providing investment analytics and market intelligence to global asset managers, asset owners and institutional investment consultants
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