Orion Advisor Solutions

Cloud Data Warehousing | Orion and Amazon Redshift

The integration of Amazon Redshift with Orion offers a secure, cost-effective cloud data warehousing solution that eliminates data silos, accelerates report generation by three times, enables real-time data sharing and API access, enhances collaboration and transparency, and addresses advisors' technology integration challenges to improve data management and firm productivity.

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.

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.¹

100%

of Orion data is available via API endpoints and real-time data streaming, powering our open-architecture integrations.²

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.

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.


¹ Source: TechValidate survey of 232 users of Orion Advisor Tech, Published: Nov. 4, 2022. TVID: 07B-A18-32B.

² Source: Proprietary Orion data, as of 7/28/2023.

³ Source: The Trouble with Tech Integration, Investment News, 2022.