1. Eclipse & Communities Orion Advisor Services
George Svagera
VP, Business Development, Orion Advisor Services

2. portfolio accounting technology by advisors, for advisors that liberates you, so you can enjoy your business again.®
ORION IS:

3. ABOUT ORION 1,300+ advisor & institutional contracts
$600+ billion in assets under administration
2M+ accounts — growing at a firm a day
350 employees, 80% in service and support
ABOUT ORION

4. ORION About West Coast Office East Coast Office Orion HQ KYLE
Omaha, NE
West Coast Office
Seattle, WA
East Coast Office
Hauppauge, NY
KYLE

5. SCALE ORION INNOVATION INTEGRATION CUSTOMIZATION PORTFOLIO HOW DO
WE DO IT?
TO FIT YOUR BUSINESS
SCALE
ORION
PORTFOLIO
ACCOUNTING TECHNOLOGY
TO MEET YOUR GROWTH DEMANDS
INTEGRATION
FOR GREATER EFFICIENCY
INNOVATION
TO ANTICIPATE THE NEEDS FOR ADVISORS

6. ORION SERVES: PORTFOLIO HOW DO WE DO IT? ACCOUNTING TECHNOLOGY
Multi-custodial fiduciary advisors
Firms in transition
Retail RIAs, broker-dealers, broker-dealer RIAs, TAMPs
Independent advisors
Established firms
SERVES:
(4 of the top 10 Barron’s independent firms use Orion.)

7. Trade Order Management
ORION
Aggregation
Client Portal
SERVICES
Reconciliation
Mobile App
Trade Order Management
Composite Reporting
KYLE
Advisory Fee Billing
Reporting

8. REASONS ADVISORS CHOOSE US Open integration approach
Specialized support teams
REASONS
Cloud-based,
mobile-friendly
software
Security approach (ISO, SSAE certs/ multi-factor)
ADVISORS
CHOOSE US
Customizable reporting suite (including video)
Rebalancing based on tax-efficient trading
Client portal & app with unmatched experience
Business intelligence

9. ASTRO IT WAS A BIG YEAR AT ORION ECLIPSE
INTRODUCING
ECLIPSE
Integrated, customizable trading and rebalancing
IT WAS A
BIG YEAR
AT ORION
Peer-to-peer model sharing
ASTRO
Portfolio Optimization