Summary

Orion offers a robust cloud platform that seamlessly integrates with major financial institutions. The primary function is to pull directly from Redtail, updating new accounts daily while supporting a two-way data sync for contact records. This integration is further enhanced by Orion Insights, the Eclipse Trading widget, Orion Reports, and the capability to send new contacts directly into Orion's New Account Center, creating household profiles and launching required forms via Quik or LaserApp. The platform also provides a single sign-on to Charles Schwab Advisors and real-time data from the OpenView Gateway within an Insight dashboard, streamlining a seamless account opening process that includes sending new account information, change of address, and service requests from Orion to Charles Schwab.

Title

Orion Advisor Solutions | WealthTech for Advisors

Description

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Keywords

orion, integration, data, advisor, client, more, solutions, advisors, wealth, portal, access, clients, account, tech, management, investment, scale

NS Lookup

A 199.116.112.234

Dates

Created 2026-04-15

Updated 2026-04-15

Summarized 2026-04-16