Orion Advisor Solutions
Orion Advisor Solutions is a wealthtech platform that provides portfolio accounting, trading and rebalancing, client reporting, financial planning, and related tools to registered investment advisors and wealth management firms. The company generates revenue through subscription and platform fees for its cloud-based software and outsourced services, including technology, TAMP, and back-office support. It serves independent advisors, broker-dealers, and financial institutions seeking to streamline operations and enhance client experience.
- Wealth & Investment Software
- Business Intelligence & Dashboards
- Data Integration & ETL
- Revenue
- $350.0M
- Employees
- 1,500
- Founded
- 1999
- Headquarters
- Omaha, United States of America
What 17 Arbolus experts think of Orion Advisor Solutions
NPS scores cluster at the high end: 70% of responses are 8 or above, with several perfect 10s and limited detractor scores (only two scores ≤6). Influencers and high spenders give especially strong Net Promoter Scores and report explicit intent to renew. Implementation stickiness is robust: 90% of responses indicate usage for over a year. Only one pilot and rare ambiguity in renewal intent are observed. Overall, themes of high satisfaction, long-term adoption, and strong vendor loyalty prevail.Positive
Who reviewed Orion Advisor Solutions
- C-Suite 82% (14)
- Director 18% (3)
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Sentiment
35 Net Promoter Score, from 17 scored reviews- Promoters 10
- Passives 3
- Detractors 4
Cumulative NPS by month
+0 over 6 months- Apr 8
- May 7
- Jun 7
- Jul 8
- Aug 8
- Sep 8
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 18 across 2 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 83%Plan to renew, by seniority
- 100% 5 answers
- 0% 1 answer
- 9/10 Average score from customers who will renew
- 5/10 Average score from undecided customers
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