Orion Trends app for iPhone and iPad

4.6 ( 3296 ratings )

Business Finance
Developer: Orion Advisor Services, LLC.

Free

Current version: 2.7.5, last update: 1 year ago
First release : 06 Sep 2018
App size: 17.88 Mb

Users can view AUM over time, analyze clients by demographics, compare advisory fees, and view firm wide performance