Orion Advisor Technology vs. Visible
A side-by-side comparison based on G2 review data.
| Metric | Orion Advisor Technology | Visible |
|---|---|---|
| Overall rating | 4.4 | 4.7 |
| Review count | 98 | 18 |
| Ease of use | 8.4 | 9.6 |
| Ease of setup | 8.2 | 9.8 |
| Quality of support | 8.1 | 9.6 |
| Meets requirements | 8.6 | 9.3 |
| NPS | 65.306122 | 83.333333 |
| Small Business | 66.3% | 94.4% |
| Mid-Market | 30.6% | 5.6% |
| Enterprise | 3.1% | 0.0% |
| Total page views | 775 | 315 |
| Total LLM citations | 8,404 | 2,861 |
Orion Advisor Technology
Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving within a unified, technology-driven framework. This innovative platform integrates various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, to provide a holistic offering that empowers financial advisory firms to attract new clients and connect investment strategies more meaningfully to individual goals and outcomes.
- Ease of Use
- Setup Ease
- Reporting
- Functionality
- Customer Support
- Investment Management
Visible
Founders thrive with Visible by building strong investor relationships, streamlining investor updates, managing capital raises, and tracking key metrics.