Is Orion Portfolio Services legit?
Is Orion Portfolio Services Legit, Fake Or A Scam? Orion Portfolio Services is a legitimate company. They are not a fake company, or a scam. But, they may spam call and harass you.
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 Orion portfolio solutions do?
Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support.
Is Orion a tamp?
Orion Advisor Tech users will already be familiar with some of the new features available to TAMP users. Orion Portfolio Solutions, Orion's TAMP, is giving its users new access to platforms previously available through Orion Advisor Tech, according to the firm.