Technology provider Orion is rolling out à la carte and bundled service offerings to help financial advisors tailor how they run their businesses and serve clients, depending on the different phases of their development and their technology preferences, the firm says.
Specifically, Orion is now offering its risk and compliance supervision services as a stand-alone solution. Later this summer, the firm plans to add its trading platform to the à la carte roster, so advisors have a trading and rebalancing solution to add to their current technology stack.
The stand-alone Orion trading solution also aims to support advisors' custodian feeds and data reconciliation processes, the firms says, while also giving them access to Orion's investment portal, due diligence hub and custom indexing platform.
In addition, Orion is launching Foundation Stack, a holistic practice management solution for smaller registered investment advisor firms and those new to the RIA space. Advisors who sign up for the Foundation Stack can tap into custom indexing, an outsourced chief investment officer, outsourced trading desk and professional services like alternative maintenance.
