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.
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.
What does Orion Advisor Tech do?
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts...