Orion Portfolio Solutions

Orion Portfolio Solutions

by Orion Portfolio Solutions, LLC

19 ratings
12 reviews
Free

Details

  • Released
  • Updated
  • July 23, 2015
  • October 29, 2019

Features

Orion Portfolio Solutions screenshot #1 for iPhone
Orion Portfolio Solutions screenshot #2 for iPhone
Orion Portfolio Solutions screenshot #3 for iPhone
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About

Access your account balances and reports held at Orion Portfolio Solutions. This app is designed for both clients and advisors to view financial information.

Account balance viewing
Report access
Client portal
Advisor portal
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What's New in Orion Portfolio Solutions

4.1.1

October 29, 2019

Updated Name and Logos

User reviews

This app NEVER works

This is very very unbelievable - multi million dollar firm that can’t get an app to work. I’m considering closing my account. If they can’t manage an app or have the right people to correct a problem that’s existed for well over a year, how can we rely on them not dropping the ball on the money management aspect of their business as well.
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Works great!

I was quickly able to login and all my accounts are there with correct information. I like how this app breaks down the investments by the mandates/strategist rather than the way TD Ameritrade just shows a ton of ticker symbols. I think this is more streamlined.

Won’t work

Just purchased an iPad Pro 10.5
App opens for 2 seconds and closes.
Unbelievable

12.1 issues

I have an iPhone XR and this app worked on my iPhone 7 with iOS 12.1.2 now I have 12.1.3 on the XR and the app won’t load. Please revise the app.

Needs work

App worked for what I needed until a phone upgrade. Now it doesn’t launch.

FAQ

What is Orion Portfolio Solutions used for?

Orion Portfolio Solutions allows clients and advisors to view account balances and access financial reports held within the Orion platform.

Is Orion Portfolio Solutions free to use?

Yes, Orion Portfolio Solutions is available for free download and use.

What devices support Orion Portfolio Solutions?

Orion Portfolio Solutions is available on iPhone, iPad, and iPod devices.

How often is Orion Portfolio Solutions updated?

The latest version, 4.1.1, was released on October 29, 2019. Updates are provided by the developer to maintain functionality.

What is the age rating for Orion Portfolio Solutions?

Orion Portfolio Solutions has an age rating of 4+, making it suitable for a wide range of users.

What is the user sentiment for Orion Portfolio Solutions?

Based on available data, Orion Portfolio Solutions has a rating of 2.4 stars from 19 ratings, indicating a mixed user reception.

Does Orion Portfolio Solutions have ads?

No, Orion Portfolio Solutions does not contain advertisements.