Orion Reporting · RIA Operators

Orion Reporting

Hi All,

For perspective, I work with RIAs in various capacities and one of our advisors had a question (which I don't think there is a solution for), but I thought I'd toss the question out there anyways.

Is there some type of overlay for Orion (or maybe an alternative solution to Orion) for more modern reporting? This particular client works primarily in alternative investments and he does not like how he has to manually input alternative investments into Orion and wishes there was a better or more modern reporting solution that can pull in both held and held away accounts. I'm familiar with solutions like ByAllAccounts, but BAA doesn't have any reporting features do they? It's been awhile since I've used BAA directly.

Michelle

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