Orion AdvisorDesktop provides a complete back-office solution—an integrated, scalable and customizable service that handles daily database maintenance, client on-boarding and data entry, trade completion and confirms, performance reporting, fee billing and much more.
Integration Features
  • Access critical Veo client data such as alerts, real-time balances, and quote lists
  • Complete forms online using e-signature capabilities
  • View Veo data such as client account balances, positions and history
  • Navigate seamlessly to Orion from Veo with single sign-on
  • Learn more:
    Learn More