What does the company Orion do?
Orion Portfolio Solutions–is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses.
How much does Orion Advisor Tech cost?
Leverage our relationships with Charles Schwab & Co., Inc and Orion to offer your clients best-in-class technology typically only available to large advisors! Retail pricing for Orion starts at $12,000. XYPN members can get on for just $5,500.