Cloud Data Warehousing
The content promotes Amazon Redshift as a cloud data warehousing solution integrated with Orion, highlighting its benefits such as eliminating data silos, enhancing security through encryption, enabling cost-effective real-time data access and sharing without additional Orion fees, facilitating collaboration with live database views, and tripling report generation speed for improved data transparency and analytics.
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Cloud Data Warehousing
Access data at a lightning fast speed with Amazon Redshift.
Disrupt the Data Sharing Status Quo
Amazon Redshift is an industry-leading data warehouse in the cloud providing you with better data transparency, faster report generation, and access to a wide range of data analytics tools, compliance features, and artificial intelligence tools.
Say Hello to the Cloud
Remove Data Silos
By bringing Amazon Redshift to Orion, you gain real-time insights into all of your data in a few clicks, all through a secure and reliable analytics service.
Increase Security
All data handled on the cloud is encrypted to protect users’ privacy and security.
Cost-Effectiveness
Orion does not charge for the connection to Amazon Redshift or data sharing. Any cost incurred is from Amazon and is dependent on your specific storage needs.
Collaborate & Share Data
Amazon Redshift allows partners to have access to live views from the database tables that promote data accessibility and transparency.
Get Faster Reports
Improve report generation speeds 3x leveraging cloud technologies.
76%
of customers complete their aggregation and reconciliation tasks faster with Orion.Âą
100%
of Orion data is available via API endpoints and real-time data streaming, powering our open-architecture integrations.²
Check It Out: Training + Success Stories
Say Goodbye to Stale Data
Watch our three-part webinar series to learn about the basics and the advanced features of the Orion + Amazon Redshift integration. Hear how advisors were able to manage their data more efficiently and streamline their business through the help of Orion and Amazon Redshift.
Introducing Orion Advantage
One Integrated UX. One Agreement. All the Power of Orion.
57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.³ The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity and grow your firm.
Data is the foundation of your firm’s service. With the Orion Advantage Stack, get daily, domestic reconciliation for your accounts six days a week to ensure your data is always ready when you are.
The Data You Need, When You Need It
Position your firm for success with improved data sharing capabilities.
Guide
04.30.26
2026 Wealthtech Outlook
Blog
04.28.26
All-in-One vs. Best-of-Breed: What Matters Most in 2026
Blog
04.21.26
Why Portfolio Accounting Still Sits at the Center of the Firm
Blog
04.15.26
Orion's New AI Reporting Suite: Stop Clicking Around. Start Asking Questions.
Blog
04.14.26
What Growth-Minded RIAs Should Look for in Wealthtech in 2026
Blog
04.09.26
Four Questions To Ask When Evaluating Your Advisory Tech Stack
Guide
04.30.26
2026 Wealthtech Outlook
Blog
04.28.26
All-in-One vs. Best-of-Breed: What Matters Most in 2026
Blog
04.21.26
Why Portfolio Accounting Still Sits at the Center of the Firm
Blog
04.15.26
Orion's New AI Reporting Suite: Stop Clicking Around. Start Asking Questions.
Blog
04.14.26
What Growth-Minded RIAs Should Look for in Wealthtech in 2026
Blog
04.09.26
Four Questions To Ask When Evaluating Your Advisory Tech Stack
Guide
04.30.26
2026 Wealthtech Outlook
Blog
04.28.26
All-in-One vs. Best-of-Breed: What Matters Most in 2026
Blog
04.21.26
Why Portfolio Accounting Still Sits at the Center of the Firm
Blog
04.15.26
Orion's New AI Reporting Suite: Stop Clicking Around. Start Asking Questions.
Blog
04.14.26
What Growth-Minded RIAs Should Look for in Wealthtech in 2026
Blog
04.09.26
Four Questions To Ask When Evaluating Your Advisory Tech Stack
ÂąSource: TechValidate survey of 232 users of Orion Advisor Tech, Published: Nov. 4, 2022. TVID: 07B-A18-32B.
²Source: Proprietary Orion data, as of 7/28/2023.
ÂłSource: The Trouble with Tech Integration, Investment News, 2022.
2316-OAT-8/21/2023
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