List of Orion Trading Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Orion Trading 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 Trading for Trading Platform 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 Trading for Trading Platform include: Dynamic Wealth Advisors, a United States based Banking and Financial Services organisation with 130 employees and revenues of $27.0 million, XY Investment Solutions, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Menlo Financial Service Group, a United States based Professional Services organisation with 11 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Trading, 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 Trading 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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Dynamic Wealth Advisors | Banking and Financial Services | 130 | $27M | United States | Orion Advisor Solutions | Orion Trading | Trading Platform | 2017 | n/a |
In 2017 Dynamic Wealth Advisors selected Orion Trading, a Trading Platform, to power its Wealth360 multi custodial platform for RIA firms. The announcement cited Orion Trading along with Orion performance reporting and billing capabilities to support advisory practices across custodians in the United States. Dynamic Wealth Advisors positioned the implementation to centralize portfolio accounting and trading as the core back office engine for its Wealth360 offering.
The deployment centered on Orion Trading modules for portfolio accounting and trading, supplemented by Orion performance reporting and billing functionality. Configuration work focused on portfolio-level accounting, trade lifecycle processing from order generation through settlement reconciliation, and automated billing feeds for advisory accounts. These module-level decisions aligned with typical Trading Platform operational workflows such as order management, trade reconciliation, and performance attribution.
Integration work explicitly included the firm s custom Salesforce front end, enabling trade and account data flows between Orion Trading and the firm s client relationship layer. The implementation supported a multi custodial operational model to service advisory practices across custodians in the United States, concentrating operational coverage on back office, trading operations, and portfolio accounting teams.
Governance emphasis in the rollout targeted consolidation of back office processing and tighter coordination between trading, accounting, and client facing workflows. The engagement was described as a platform-level implementation to scale back office operations and to provide performance reporting, billing, and trading capabilities to support the firm s advisory business across custodians.
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Menlo Financial Service Group | Professional Services | 11 | $2M | United States | Orion Advisor Solutions | Orion Trading | Trading Platform | 2020 | n/a |
In 2020 Menlo Financial Service Group implemented Orion Trading, a Trading Platform, to support its Portfolio Consulting services. The engagement leveraged Orion Trading and Orion's portfolio accounting and trading capabilities to provide customized research, trading and overlay portfolio management and tax harvesting across multiple custodians.
Deployment focused on trading and back-office process areas, configuring portfolio accounting, order management and tax harvesting workflows consistent with Trading Platform functionality. Implementation work emphasized overlay portfolio management configurations to enable coordinated trade execution and position level accounting for multi custodial client portfolios, and it used Orion Trading modules for trade capture, lot tracking and portfolio accounting.
Operational scope covered Portfolio Consulting and back-office reconciliation across multiple custodians within Menlo Financial Service Group, aligning trading workflows with custodial reconciliation processes. Governance and process work centered on standardizing trading and reconciliation procedures, with Orion Trading provisioned to support tax harvesting, customized research workflows and improved scalability and reconciliation across custodians.
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XY Investment Solutions | Banking and Financial Services | 10 | $3M | United States | Orion Advisor Solutions | Orion Trading | Trading Platform | 2019 | n/a |
In 2019, XY Investment Solutions implemented Orion Trading, a Trading Platform, to power its turnkey asset management platform for advisors in the United States. The implementation targeted trading and back office automation and leveraged Orion Advisor Solutions capabilities to automate onboarding, rebalancing and trade execution across managed accounts.
Implementation centered on Orion Trading and included portfolio accounting and tax intelligent trading functionality, configured to support automated onboarding workflows, rule driven rebalancing, and automated trade execution for high volume small accounts. The deployment emphasized portfolio accounting data flows and tax aware trade allocation, with configuration of rebalancing rules and execution logic consistent with Trading Platform functional patterns.
Operational coverage focused on trading and back office automation for advisors operating in the United States, embedding Orion Trading into XY Investment Solutions turnkey asset management workflow. The solution connected portfolio accounting and trading execution modules inside the Orion Enterprise environment to provide end to end trade lifecycle support from onboarding through settlement.
Governance and operational change established automated workflows for onboarding, rebalancing and trade execution to scale trading activity for small accounts, and the engagement delivered scaled trading and rebalancing capabilities for high volume small accounts as described in the announcement.
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