Review Detail
Overall rating
3.8
Company
5.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Orion is a great system
Just realize it is work to utilize a pm tool in your practice.
User Review
The Good
Great company to work with. They offer many key features important to a growing firm. They are thinking of the future with the tools they release.
The Bad
Technology runs slow at times. Access to advanced personnel can be challenging. Frequent upgrades
The Bottom Line
Overall a great system if it integrates with your other tech tools.
Was this review helpful to you?
Comments
Ordering
