List of Orion Enterprise Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Orion Enterprise 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 Enterprise for Portfolio and Investment Management 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 Enterprise for Portfolio and Investment Management include: Avantax, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $900.0 million, Orion Advisor Solutions, a United States based Professional Services organisation with 1300 employees and revenues of $400.0 million, Orion, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $310.0 million, Cerity Partners, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $200.0 million, Personal Wealth The Edge, a Malaysia based Banking and Financial Services organisation with 1100 employees and revenues of $145.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Enterprise, 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 Enterprise 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 | Insight Source |
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2020 Financial Advisers | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2020 | n/a | In 2020, 2020 Financial Advisers deployed Orion Enterprise as their Portfolio and Investment Management application on their website. The deployment exposes Orion Enterprise through a web facing interface to provide portfolio aggregation, consolidated account views, performance reporting and client reporting capabilities commonly found in the category. Orion Enterprise is used to support portfolio management workflows, trade oversight, advisor dashboards and recurring billing functions consistent with Portfolio and Investment Management functional terminology. As a small United States based advisory firm with 10 employees, 2020 Financial Advisers configured Orion Enterprise to centralize advisor and client access to account information and scheduled reporting via the firm website. Operational coverage emphasizes advisory desks and client service functions, with governance focused on website access control, client permissioning and report scheduling to align advisor workflows with the deployed Portfolio and Investment Management capabilities. The implementation links 2020 Financial Advisers, Orion Enterprise, Portfolio and Investment Management and core advisory and client reporting business functions. | |
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3Edge Asset Management, Lp | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a | In 2022, 3Edge Asset Management, Lp deployed Orion Enterprise as its Portfolio and Investment Management platform. Orion Enterprise is visible on the firm's public website, indicating the firm is using vendor-hosted client-facing components to deliver client reporting and account access alongside back office functions. The implementation centers on standard Portfolio and Investment Management capabilities such as portfolio accounting and position data centralization, performance and client reporting, trade execution workflows and client portal access, scaled to the firm’s investment and client service functions. Architecture appears to leverage Orion Enterprise hosted services for front-end client access while consolidating portfolio data for operations and advisory teams, with governance focused on role based access controls and standardized reporting workflows to support investment operations and client servicing across the United States. | |
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Accelerated Wealth | Professional Services | 50 | $5M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2023 | n/a | In 2023, Accelerated Wealth implemented Orion Enterprise as its Portfolio and Investment Management platform. The deployment targeted advisory, operations, and client reporting functions for the firm based in the United States, consolidating investment administration under a single application instance. Orion Enterprise was configured to deliver core portfolio accounting, consolidated performance reporting, trade order management, billing workflows, and a client portal. Configuration work emphasized unified portfolio views, automated reconciliation routines, and centralized reporting templates to support advisor and operations use cases. Orion Enterprise is surfaced on Accelerated Wealth's website to provide client portal access and secure delivery of statements and performance reports. The implementation included integrations with internal CRM records, account aggregation feeds, and custodial connectivity to drive account level reporting, trade execution workflows, and billing data flows. Governance was established inside Orion Enterprise with access controls, advisor permissions, compliance monitoring rules, and audit trails guiding operational processes. Operational ownership resides with advisory and operations teams, and onboarding, reporting, and exception handling workflows were restructured to align with the platform's portfolio and investment management capabilities. | |
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Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Banking and Financial Services | 50 | $5M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Professional Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Insurance | 4 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Insurance | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 11 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2023 | n/a |
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Buyer Intent: Companies Evaluating Orion Enterprise
- French Development Agency, a France based Government organization with 500 Employees
- Avaniko Technologies, a India based Professional Services company with 100 Employees
- Chesley, Taft & Associates, a United States based Banking and Financial Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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