Portfolio management, trading, billing, client portal, reporting, and integrated communications tools that streamline advisor-client interactions and back-office operations.
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
More Communication Systems
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Email Integration Supports seamless sending and receiving of emails within the system. |
Orion Advisor Platform offers integrated email and communications, as described on its product overview and communications tools documentation. | |
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Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
Vendor materials promote secure messaging portals for advisor-client communication, indicating encryption. | |
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SMS Notifications Ability to send alerts and updates via SMS. |
Advisors can send SMS notifications to clients as part of alerts and updates; supported in communications toolkit. | |
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VoIP Calling Includes support for Voice over IP calls through the platform. |
No information available | |
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Video Conferencing Offers built-in video meeting tools for virtual consultations. |
Orion offers built-in video conferencing capabilities for client and team meetings (see virtual meeting documentation). | |
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Mobile App Access Clients and advisors can access communications via mobile applications. |
Mobile app access is marketed for both advisors and clients, including communications features. | |
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Chatbot Support Automated chatbots provide responses and support for common queries. |
No information available | |
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Document Sharing Allows for secure exchange of files and documents. |
Secure document and file sharing is a highlighted feature of advisor and client communications tools. | |
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Client Portal Self-service online portal for clients to access communication records. |
Client portal is a core offer, supporting access to communication records, reporting, and document exchange. | |
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Push Notifications Supports push notifications to keep clients updated in real time. |
Mobile and browser-based apps support push notifications for real-time updates to clients. | |
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Multi-Channel History Tracks full history of communications across all channels in one timeline. |
Omnichannel timeline/history is supported, allowing advisors to see interaction history across email, SMS, portal. | |
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Fax Integration Enables electronic receipt and sending of faxes. |
No information available |
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End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
Security documentation references end-to-end encryption for data in transit and at rest. | |
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Audit Trail Complete logging of communications for transparency and compliance. |
System supports audit trail and activity logging to maintain regulatory compliance. | |
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Access Controls Granular user permissions for accessing client data and messages. |
Granular access controls for account and data levels are highlighted in platform security features. | |
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Data Retention Policies Automated management of data lifecycle in line with regulations. |
Automated and customizable data retention policies available to align with industry regulations. | |
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Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
Two-factor authentication is a standard security offering for platform user accounts. | |
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Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
Platform is compliant with key financial regulatory certifications (e.g., SEC, FINRA, GDPR, depending on deployment). | |
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Message Archiving Ability to archive all client communications for legal review. |
All advisor-client communications are archived for compliance and review. | |
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Secure File Transfer Facilitates sending files using encrypted transfer technology. |
Platform supports secure, encrypted file uploads and transfers between users. | |
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Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
Orion supports enterprise SSO via SAML and similar protocols for clients and advisors. |
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Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
Onboarding workflow automation marketed as a differentiating feature for advisor operations. | |
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Template Messaging Provides reusable templates for common communications. |
Template messaging covered under email and client communication features. | |
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Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
CRM, workflow, and task assignment tools support auto-assignment based on communication triggers. | |
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Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
Meeting scheduling available with calendar integration and seen in workflow automation features. | |
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Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
Follow-up reminders included in workflow automation for both advisors and clients. | |
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Document Request Automation Automates requests and reminders for needed documents. |
Automation features include document request and reminder workflows. | |
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Custom Workflows Allows custom automation rules for various communication processes. |
System supports custom workflow creation for communication and operational processes. | |
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Bulk Messaging Sends communications in bulk to groups of clients as needed. |
Bulk messaging (e.g., announcements, alerts) included in communication toolkit. | |
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Integrated Signature Collection Automates electronic signature requests in workflow processes. |
Integrated signature collection (eSignature requests) supported via partnered or native feature. |
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CRM Integration Directly links with popular Client Relationship Management platforms. |
CRM integration supported for all major platforms (e.g., Salesforce, Redtail, etc.). | |
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Calendar Integration Sync communications and appointments with calendar software. |
Calendar integration supports syncing communications and meeting appointments. | |
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Document Management Integration Connects with leading document storage solutions. |
Integrates with Google Drive, Box, OneDrive, and other document storage/management systems. | |
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Client Data Sync Real-time syncing of client profiles with third-party systems. |
Client profiles and data can be synced in real time with third-party systems (CRM, custodians). | |
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APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
APIs for custom extensions and integrations documented for partners and large advisory firms. | |
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Accounting System Integration Links to bookkeeping and accounting software. |
Accounting system integrations are marketed for billing/invoicing connections. | |
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eSignature Platform Integration Compatible with leading electronic signature tools. |
Compatible with DocuSign, Adobe Sign, and similar e-signature platforms. | |
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Mail Merge Integration Supports personalized communications with data merge features. |
Mail merge enabled for client communications and key document output. | |
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Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
Secure backup/archiving options available with integration to external storage and enterprise solutions. |
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Custom Email Domains Allows customization of sender domains for branding. |
Supports custom email domain configuration for branded communications. | |
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Personalizable Client Portals Client-facing portals can be branded and customized. |
Client portals are customizable and can reflect firm branding. | |
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Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
Role-based views and permissions supported natively for advisors, admins, clients. | |
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Conditional Logic in Workflows Use of conditional statements in automations. |
Workflow automation includes support for conditional branching/logic. | |
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Scalable User Licensing Easy addition/removal of users as the organization grows. |
Supports scalable user licensing for small to large advisory firms. | |
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Localization Options Support for multiple languages and local regulations. |
Localization and local regulatory requirements can be supported; multi-region settings possible. | |
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Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
Notifications (email/SMS/push) can be branded with advisor/firms logo and style. | |
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API Rate Limits Maximum allowed API calls per hour. |
No information available |
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Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
Clients can view the real-time status of service requests and communication threads in the portal. | |
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Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
Advisor availability indicators are supported through the portal interface. | |
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Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
Feedback/ratings modules available in client portal for service review. | |
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Multilingual Support Allows communications to be provided in multiple languages. |
Platform supports multilingual communication and user interfaces for diverse clients. | |
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24/7 Automated Support Chatbot or helpdesk support available around the clock. |
Chatbot and 24/7 support features built into client-facing portal and helpdesk. | |
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Proactive Client Alerts Automatically informs clients of important events or deadlines. |
Automated client alerts are built into workflow automation (deadlines, updates, tasks). | |
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Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
Accessibility features (ADA, screen reader compatibility, etc.) are referenced in product FAQs. | |
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Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
Clients can customize notification channels and frequencies in profile/preferences. |
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Response Time Tracking Measures the average time to respond to client inquiries. |
No information available | |
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Message Volume Analytics Tracks the number of messages sent/received. |
No information available | |
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SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
Service-level dashboards and reporting features report on communication/compliance status. | |
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User Activity Dashboards Displays user participation in communications. |
User activity dashboards are available for tracking adoption and use of communication features. | |
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Error/Error Rate Tracking Monitors failed delivery or communication errors. |
No information available | |
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Automated Report Scheduling Automatic generation/distribution of reports. |
Reporting can be scheduled and delivered automatically for key platform data. | |
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Downloadable Data Allows export of communication logs and reports for offline analysis. |
Clients and advisors can download data/communication logs for offline review through the portal. |
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Mobile Push Alerts Notifies users via mobile apps. |
Mobile applications provide push alerts for communications and workflow updates. | |
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Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
Orion's UI/UX is responsive and adapts to different device screens (marketing and support documentation). | |
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Offline Message Drafting Allows composing communications offline to send later. |
Communications modules include offline drafting; synced when reconnected. | |
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Remote Access Security Includes additional protections when accessing remotely. |
Remote access protected by enhanced security, VPN/two-factor, geo-fencing settings. | |
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Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
Data and communications sync seamlessly across desktop, mobile, and tablet applications. |
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User-Friendly Interface Intuitive design for both advisors and clients. |
Orion is well-known for its ease-of-use and modern, intuitive user interface. | |
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Onboarding Tutorials Built-in tutorials guide new users. |
Product support materials include onboarding tutorials for clients and staff. | |
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Contextual Help Widgets In-app help guides and tips. |
In-app help widgets and support offered in both advisor and client portals. | |
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Multi-Tiered Support Different levels of support based on user expertise or role. |
Tiered support is available; user types receive specialized support and resources. | |
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Localization Support for multiple languages and regional formats. |
Localization for languages and region-specific formats is available in platform settings. | |
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Training Materials Comprehensive manuals, videos, and reference guides. |
Training resources documented, including manuals, videos, and knowledgebase. | |
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Adoption Analytics Monitors usage rates and adoption trends. |
No information available |
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Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
No information available | |
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Disaster Recovery Plans and systems for restoring service after major failure. |
Vendor offers disaster recovery and operational continuity guarantees in enterprise documentation. | |
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Automated Backups Regular, automated backups of communication data. |
Automated, regular backups included as part of platform service agreements. | |
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Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
Load balancing is a standard cloud infrastructure feature and referenced in technical overviews. | |
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System Health Monitoring Automated checks on availability and performance. |
Platform health and uptime monitoring is documented in SLAs and support communications. | |
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Geo-Redundancy Uses multiple data centers in different regions for failover. |
Geo-redundant cloud hosting is documented for failover/disaster recovery scenarios. | |
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Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
Scheduled maintenance and downtime notifications communicated in advance to users and clients. |
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