Performance Data on Demand
Dashboards/Metrics
Average Account/Household Stats
On-Demand Reports
Scott Davison
“Orion helps me see the forest AND the trees! I can review a client’s household allocation or performance at almost any level: account level, IPT level (for households with multiple IPTs), or household level. Also, being able to slice and dice data for my entire practice as a whole is something I’ve never been able to do as quickly and efficiently as I can in Orion. I’m now actively tracking trends in my AUM and revenue growth, while paying attention to ensure I’m not overly dependent on any one household. In short, Orion is a wonderful compliment to GDX360.”
Russ Thornton
“Orion will be helpful in my business and with my clients, not because I use or rely on portfolio performance in my planning process, but because it will allow me to provide on-demand reporting if/when I need it. Perhaps more important than the client reporting are the advisor dashboards and reporting to help me better monitor my business going forward. Based on everything I’ve seen and used in Orion so far, I’m excited to add it to my business toolbox.”
To Get Started
