Vendor
BasisCode
Orion is a wealthtech platform designed for financial advisors, integrating CRM, planning, portfolio accounting, trading, compliance, and AI into a unified system to streamline operations and enhance decision-making.
Omaha, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
BasisCode
Orion is a wealthtech platform designed for financial advisors, integrating CRM, planning, portfolio accounting, trading, compliance, and AI into a unified system to streamline operations and enhance decision-making.
Capability matrix
| Capability | BasisCode |
|---|---|
| Compliance | ● |
Parent organization
BasisCode
Founded
1998
Scale
1 sector presence