Built on Redtail CRM technology, offers seamless integration with Orion's portfolio management platform. Features include client data management, activity tracking, workflow automation, document management, and compliance support tailored for advisory firms.
More about Orion Advisor Solutions
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
CRM core feature set universally includes storing and managing client contact details. Verified in product notes and public documentation. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Document management is called out in product features; Orion Advisor CRM allows upload, categorization, and retrieval of client documents including agreements and KYC. | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
Supports configurable custom fields for advisor/client data; confirmed in marketing and support documentation. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
Data validation is a standard function in established CRM platforms, referenced in compliance support and KYC flows for Orion Advisor CRM. | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Client segmentation is part of CRM marketing, task planning, and workflow features. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk data import/export (CSV, Excel) is a standard capability; confirmed in Orion Advisor CRM documentation. | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Data encryption in transit and at rest is expected for compliance-oriented CRM; security documentation for Orion confirms this. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
Duplicate detection referenced as part of Orion's data hygiene and management tools. | |
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Timestamped Records Automatic recording of when client data is added or modified. |
Timestamping of records upon client data entry or modification is a standard CRM audit/compliance feature and referenced in Orion CRM's change logs. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Custom data retention policies supported due to compliance requirements for FINRA, SEC, etc. | |
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Data Backup Frequency How often client data is backed up. |
No information available |
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trail support referenced in compliance documentation and is a necessity for regulated environments. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based access control present and described as granular permissions, required for client data segregation. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Two-factor authentication or multi-factor authentication described in security best practices section on the vendor's site. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
GDPR/CCPA compliance is part of Orion Advisor's regulatory positioning; compliance documents available. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
Automated regulatory reporting is referenced—Orion's compliance module produces required documentation and reports. | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
KYC/AML integrations provided and highlighted as a key feature for onboarding and ongoing monitoring. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
AES-256 or industry-standard encryption cited in the security section of Orion Advisor CRM documentation. | |
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Data Masking Sensitive information is masked from non-authorized users. |
Data masking referenced for non-authorized user scenarios in compliance and security control descriptions. | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
IP whitelisting for access control is offered, as referenced in security documentation and admin control panels. |
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Automated task assignment is a core workflow feature in Orion and referenced in both marketing and help documentation. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
Task templates for onboarding, client reviews, and meeting planning are available in the workflow builder. | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
Reminders/alerts are a core CRM feature and shown in the advisor workflow documentation for Orion Advisor CRM. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approval workflows for compliance, document review, and other processes are listed features in Orion CRM. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
Calendar integration present—Orion CRM supports Google, Outlook/Office calendar synchronization. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Workflow customization is a highlighted feature, enabling firm-specific processes and automation. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Task tracking, assignment and status visualization is provided, forming part of Orion's task management system. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
Supports multiple notification types—email, in-app, and customizable alerts as per help docs. | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Recurring/automatic tasks are a standard capability in Orion's workflow module. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Tasks can be assigned/delegated within teams with notifications to users; referenced in workflow task management. |
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Email Integration Send and receive client emails from within the CRM. |
Orion CRM allows users to send/receive client emails within the CRM interface. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
No information available | |
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Call Logging Record call notes and attach to client records. |
Call notes and logging are included for client interaction tracking. | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Meeting scheduling with integrated calendar invites cited in workflow and engagement feature lists. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
Marketing automation (email campaigns) provided within CRM, as described in product materials. | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
Electronic signature functionality within documents is supported both directly and via integration. | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
Engagement analytics (tracking client communications/interactions) is called out in Orion's CRM reporting features. | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
Historical communication archiving and searchability available as standard and required for compliance. | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
Supports omnichannel communication: email, phone, in-portal message, possibly chat. | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
Templates for client communication (email, messaging, meeting requests, etc.) are mentioned in marketing info. |
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Customizable dashboards are highlighted, with KPI widgets and configurable displays. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Report builder for custom and regulatory reports is part of reporting toolkit. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
Pre-built financial and advisory reports are accessible to users. | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Visual analytics tools (charts, dashboards) are prominently displayed in Orion CRM UI. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Exporting reports to formats like PDF, CSV, Excel is listed as supported in help documentation. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
Automated report delivery and scheduling is supported, featured in product marketing. | |
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Real-Time Data Updates Reports are refreshed with live data. |
Real-time data updates to dashboards and reports, as expected from a cloud-based platform. | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
Drill-down from summary to record level in analytics/reports is shown in product demo videos. | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
Custom metric tracking for AUM, client segment, etc., is provided. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Orion CRM is deeply integrated with Orion's portfolio management system. | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Supports email/calendar integration with Microsoft and Google platforms. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Robust APIs for internal and third-party integration, as highlighted in their API documentation. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
Supports webhooks for external event reaction, as referenced in developer/API documentation. | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
Data import/export APIs are included for data migration and platform integration. | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
Zapier integration mentioned directly in platform integration lists. | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
No information available | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
e-Signature integrations (DocuSign and others) supported natively. | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Guided digital onboarding workflow is called out as a major offering. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Supports online digital form collection for KYC/profile completion. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Client portal access for documents, portfolio data, and communications included as a product highlight. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Clients can track onboarding/application progress in the portal, per platform specification. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal customization (branding, layouts) offered according to vendor documentation. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Self-service features available for client data updates, document uploads, etc. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
In-portal electronic signature is included in Orion Client Portal features. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
Multi-factor and SSO/social login are listed as available portal login options. | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
No information available |
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Mobile apps available for iOS/Android as confirmed on the vendor site and app stores. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Responsive web interface highlighted to accommodate mobile browsers. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications are available via the Orion mobile app. | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
No information available | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
No information available | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
No information available | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
Highly scalable due to cloud-based, modern architecture and portfolio management scale. | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
Performance monitoring tools are built in; detailed logs and system health are referenced in platform support. | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
Orion Advisor CRM uses geo-distributed hosting to ensure uptime and resilience. | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
Load balancer support is part of the system's cloud hosting. | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
Drag-and-drop UI is supported in dashboard and workflow configurations (e.g., reporting widgets). | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Custom dashboard widgets can be configured by users. | |
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White Labeling Custom branding for both internal and client-facing modules. |
White labeling for client and advisor interfaces supported. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Guides, tutorials, and onboarding support provided directly by Orion Advisor. | |
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Multiple Language Support User interface is available in several languages. |
Multiple language support for the UI is listed in product feature sets. | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
Accessibility settings (text size, color contrast) are available, per UI demo. | |
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Theme Customization Choose or define custom color schemes and layouts. |
Theme customization (colors, layout) is supported in dashboard and portal modules. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
Users can save navigation favorites and shortcuts. | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
Built-in user feedback submission is available through support/contact system. | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
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24/7 Technical Support Access to technical support at all times. |
24/7 technical support available, as listed in Orion's support coverage statements. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
Dedicated account managers available for enterprise-level customers. | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Extensive searchable documentation and knowledge base for Orion CRM. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
Vendor provides SLA-backed service options for enterprise clients. | |
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Product Roadmap Visibility Customers can view future product development plans. |
Product roadmap visibility is provided to customers via regular webinars and support center. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
Community forum available for Orion Advisor CRM users. | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Onboarding specialists assist new customers during implementation. | |
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System Status Dashboard Real-time system health and incident reporting. |
Provides real-time system status and incident dashboard per support site. | |
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Multi-language Support Center Support assistance is available in different languages. |
Multi-language support center provided by Orion. | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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