As one of the industry’s most powerful and flexible financial planning applications, NaviPlan® allows you to accommodate all client needs, from simple to sophisticated. NaviPlan® is a leader for detailed tax planning, advanced solutions and ultra-high net worth clients, yet it is also flexible enough to produce quick, goal-based assessments on the fly.
Orion integrates with NaviPlan to provide household, account, and holding level data to be used in the financial plan and analysis.
The core premise of ATA RiskStation™ is that no single measure of risk is perfect and reliably models downside exposure in all market conditions and for all portfolio types.
Recognizing that individual risk models can include debatable assumptions about how market data is distributed, the stability of those distributions, the volatility of individual positions and the correlations between the portfolio holdings, it becomes clear that the final risk projections are highly dependent on many assumptions that may, or may not, hold true in the future. Furthermore, additional assumptions about the “correct” period of time to use for a risk analysis or the confidence level selected, further increase the range of projected risk outcomes from even a single risk model.
Orion provides ATA RiskStation an export of an Advisor’s database to allow them to calculate risk and create detailed reports, in mass, daily.
Telemet America, Inc. offers an investment information platform and service. For almost four decades, investment professionals have enjoyed Telemet’s market data platform with real-time prices, financial data and analytics. Telemet also offers its platform to business school finance departments. This prepares students for investment management positions upon graduation and helps faculty with financial and market data research.
Orion Advisor Services provides Telemet data via our API to power their Telemet Orion platform.
Chicago Clearing Corporation (CCC) is the premier claims filing specialist in securities class action settlements. CCC serves a wide range of investors, such as bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders. No matter the type of investor, CCC will use its unique skill set and unrivaled experience to retrieve every dime owed.
Over $32 billion in settlement funds have been distributed in the past five years and up to $100 billion may settle over the next ten. Clearly, filing claims is imperative.
Orion provides a direct data feed for a Firm’s clients, helping CCC identify holdings with a claim against them, helping Advisors collect these settlements for their clients in an efficient way. This file can be sent to CCC directly upon an Advisor’s request.