Orion Wealth Management Portal 4+
Orion Advisor Services, LLC.
Designed for iPad
-
- Free
Screenshots
Description
Access the tools you need to manage your wealth and collaborate with your advisor.
What’s New
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Ratings and Reviews
Simple and Beautiful
The app has a fraction of the web app feature. But I find them intuitively implemented and relevant.
Garbage all and Lies
1. Customers DO NOT have same experience as mobile app and web. You can modify any manual accounts from the app, only online.
2. How the heck can a company claim to be in finance and they cannot even get it to connect with Fidelity?
3. Awful UIUX experience on the mobile app iOS.
App Privacy
The developer, Orion Advisor Services, LLC., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Orion Advisor Services, LLC
- Size
- 43.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Orion Advisor Services, LLC
- Price
- Free