List of Orion Advisor Tech Financial Planning Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Orion Advisor Tech Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Orion Advisor Tech Financial Planning for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Orion Advisor Tech Financial Planning for Portfolio and Investment Performance and Planning include: Krasney Financial, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Lutz & Companies, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Advisor Tech Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Orion Advisor Tech Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Krasney Financial | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Advisor Tech Financial Planning | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023 Krasney Financial implemented Orion Advisor Tech Financial Planning as its centralized financial planning and reporting hub. Krasney Financial uses Orion Advisor Technology to connect portfolio accounting, reporting and client-facing planning workflows within its United States wealth and advisory operations.
The deployment centers on Orion Planning for client financial planning, coupled with the vendor's portfolio accounting and reporting capabilities to unify planning inputs and performance outputs. Configuration emphasized integrated plan modeling and client-facing plan delivery, aligning financial planning data with portfolio accounting records and consolidated performance reports.
Integrations were organized around Orion Advisor Technology as the system of record, linking portfolio accounting feeds to reporting and planning workflows rather than introducing additional external platforms. Operational coverage includes firm level advisory, portfolio management, and client service functions at Krasney Financial, supporting adviser workflows and client meeting preparation.
Governance was oriented to a centralized hub model with consolidated data stewardship and shared planning templates to standardize advisory processes and client reporting. The implementation aimed to drive growth and improved client experiences through tighter integration of planning and reporting, and by providing advisers with a single platform for portfolio and planning conversations.
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Lutz & Companies | Professional Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Advisor Tech Financial Planning | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023, Lutz & Companies implemented Orion Advisor Tech Financial Planning to support advisory and wealth reporting workflows within the United States, using the application from the Portfolio and Investment Performance and Planning category. The deployment centers on Orion Advisor Tech Financial Planning as the primary planning and reporting engine for Lutz Financial Services, a small professional services firm serving advisor and client reporting needs.
The implementation emphasizes the Financial Planning module combined with Orion aggregation and reporting capabilities to produce comprehensive wealth reports that connect held away assets with managed portfolios. Configuration work included planner templates and report templates to align plan outputs with client-facing wealth reports, and the deployment relied on account aggregation and custodial feed consolidation as the data foundation for integrated plan to portfolio reporting. Governance focused on advisor review workflows and standardized report production for client meetings, embedding planning outputs into routine advisory processes for finance and client service functions.
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