Reporting

Visually demonstrate your value with efficiency, accuracy, and style.

Present Data Your Clients Care About

Access actionable data, create custom reports in no time, and personalize reports for every client. Make smarter, data-backed decisions with powerful performance reporting for you and your clients.

Streamline Report Creation

Deliver More Custom Reports In Less Time

Quickly build personalized reports with an intuitive drag-and-drop interface and dozens of sub-report options.

Access Performance-Driven Composite Reports

Monitor performance of firm-level investment vehicles to better evaluate portfolios.

Consolidate Alternative Investment Reporting

Track values for non-managed investments like hedge funds, private equity, real estate, and more.

Tackle Required Minimum Distribution with Ease

Eliminate the need to manually track whether accounts are on track to meet their RMDs.

Complete Quarter-End in a Snap

Ensure your quarter-end tasks are being reviewed and completed with a comprehensive dashboard.

Free Resource: Reporting Lookbook

Powerful Reporting to Match Your Business Needs

In just a few clicks, you can create informative and personalized reports to help deepen your client engagement using Orion’s powerful advisor planning software, risk intelligence tool, and reporting tools.

Gain an exclusive look at three of our most popular reports: a Financial Plan, a Risk Intelligence Proposal, and Quarter-End Overview.

Download your copy and start transforming your advisor-client relationship.

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Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.¹ The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

Tailor report details and styling to reflect the unique preferences of all client types.

Take Your Advantage