Orion Portfolio Management Software

Orion Platform Overview

The Orion portfolio management platform is supported across these Felcorp service delivery areas:

• Adviser Admin Services
• Financial Planning Outsourcing

Orion capabilities

Orion is a comprehensive portfolio and wealth management platform designed for advisers managing client portfolios and investment allocations. The platform provides integrated tools for portfolio construction, rebalancing, reporting and client engagement.

Expertise across Orion

Felcorp's Orion capability spans the complete adviser workflow, covering:

• Portfolio administration: Client account setup, contribution processing, allocation changes and rebalancing workflows
• Compliance and monitoring: Portfolio review, compliance checks and risk monitoring across client base
• Reporting and communication: Custom reporting templates, client statements and performance analytics

Support and service delivery

Our Orion administration teams are trained across multiple client account types, from individual investor accounts to superannuation platform integrations. We provide both front office support (client-facing admin) and back office processing (trade settlement, compliance documentation and reconciliation).

Our teams deliver Orion services with a focus on accuracy in client record management, compliance with portfolio allocation constraints and timely delivery of reporting outputs. We work closely with adviser teams to understand their client service model and reporting requirements, ensuring our offshore support aligns with their business workflows.

Our advisers are supported across entry, mid and senior profile roles, with team members experienced in high-complexity portfolio administration and compliance-heavy workflows.

For Orion-specific queries, please contact your Felcorp account manager or reach out to our support team.

Written by Tobias Fellas, Founder & CEO at Felcorp Support.