Orion Business Intelligence

Orion Advisor Services Launches Advisor Growth Engine “Orion Business Intelligence” Available Through Orion Connect Dashboard


Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for financial advisors, today announced the launch of Orion Business Intelligence, after months of rigorous beta testing and implementation with advisor partners. The platform is the latest innovation from Orion, which had been offering Business Metrics Reporting and analytics to its advisors for more than three years. The new platform retains all of the reporting capabilities of the first generation system, but with substantial technical and visual enhancements, features and functionalities.

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