Orion Advisor Tech

Felcorp's Orion capability

Orion software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Adviser Admin Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support is actively investing in developing our expertise on the Orion Advisor Solutions platform as part of our commitment to expanding our US financial planning capabilities. Our paraplanning and adviser administration teams are currently undergoing structured training across Orion's portfolio accounting, trading, compliance, and reporting modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support US-based advisory practices with portfolio administration, compliance documentation, and client servicing tasks within the Orion environment.

Our teams are familiarising themselves with Orion's portfolio accounting workflows, trade processing, performance reporting, and compliance oversight tools to deliver administration support for US advisory practices.

What is Orion?

Orion Advisor Solutions is a comprehensive wealthtech platform serving US-based financial advisors, registered investment advisers (RIAs), and wealth management firms. The platform provides portfolio management and accounting software for managing household assets at scale, with integrated trading, compliance oversight, and client relationship management. Orion supports advisors across the full practice management lifecycle.

Key modules and components

• Portfolio accounting with household-level asset management and rebalancing
• Trading suite with FIX protocol integration and block trading
• Compliance oversight with real-time alerts and trade surveillance
• Financial planning tools
• Direct indexing and tax-efficient portfolio management
• Risk analysis and business intelligence
• Billing and performance reporting
• Model marketplace and SMA optimisation
• Advisor portal for client communication

For more information about Orion, visit the official website at orion.com.