Amplify vs Orion Advisor Tech

Enjoy Your WealthTech Again with Amplify.

Choose the all-in-one platform that streamlines your operations, simplifies workflows for your advisors, and makes the WealthTech your team uses every day an enjoyable experience.

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Why Choose Amplify over Orion?

From day one, Amplify is the only independently-owned all-in-one platform that was built by a modern advisor, for modern advisors. Amplify scales with you and comes equipped with everything you need to grow without the headache of hoping your tech works well together.

Advisory Tools AmplifyOrion
Multi Custodian Portfolio MgmtAccount values and account level detail of more than one custodian
SMA & UMA TPMMSeparately Managed Account (SMA), Unified Managed Account (UMA), Third Party Money Manager (TPMM)
Rep-as-PMAdvisor directed account allocations and model portfolios
Turn-Key Investment AllocationsAvailable pre-built model portfolios delivered by platform or third party
Investment Research: GeneralInvestment research in excess of generic market data. Example: mutual fund research
Advanced UMA Analytics
TPMM Analytics
Trade Execution OMSOrder management system
RebalancingAutomated rebalancing
Pre and Post Trade ComplianceDetailed analytics for tax, compliance, and restrictions
Native Financial Planning ToolsFully integrated financial planning tools
Proposal GenerationClient investment proposal
Performance ReportingHousehold and account level performance calculations
Sleeve Level Performance ReportingPortfolio sleeve-level reporting for UMA
BillingBilling calculation and custodian processing
Data Aggregation & ReconciliationHousehold, account, and holdings level data reconciliation
Middle Office Operations SupportDedicated support and workflows completed by vendor
Paperless Account OpeningOnline account opening
Multi Custodian WorkflowsOnline account opening for multiple custodians
Firm PaperworkRIA specific forms
FundingIntegrated ACAT initiation
Cash ActionsIntegrated ACH and cash requests
Integrated Compliance (CIP/KYC)Distinct compliance workflows
Workflow ManagementCreation, logic, and tracking of workflows
Outside Account AggregationHeld-away account aggregation
Front End AmplifyOrion
Advisor DashboardCentralized and configurable advisor dashboard
Client Communication PortalClient portal for statements, communication
Mobile FriendlyMobile device accessible with mobile format
CRM IntegrationBi-direction integration with CRM
Client Investor PortalClient portal for account values, holdings, performance, etc.
Customizations AmplifyOrion
Firm Branding
Integration PointsOpen API connections
Performance ReportingCustomizable end-client reporting
Enterprise Level Reporting (13f, Biz)
GIPS Sleeve reporting
Asset Classifications
Proposal Documents
Additional StaffTech requires additional support staff to manage
FIX Protocol Order Execution

Give Your Team the Tech Support You Deserve.

Our technology is 21st-century and our support is no different. You get a dedicated support team with direct phone numbers and emails. No long queues. No waiting. Just answers and action.

Award-Nominated. Over and Over.

2021 Wealth Management Industry Awards Finalist logo.
2022 Wealth Management Industry Awards Finalist logo.
2023 Wealth Management Industry Awards Finalist logo

2023 ThinkAdvisor Luminaries Finalist for Fintech/TAMP Platforms

Powerful Features.
Designed to Work Together Seamlessly.

Trade Engine
Multi-Custodial Account Opening
Firm-wide Communication
Enterprise IQ
Compliance & Risk Management
Client Experience
Advisor Hub
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