# Orion Portfolio Solutions > Financial account access and reporting for clients and advisors. (iPhone/iPad app by Orion Portfolio Solutions, LLC.) - Source: https://appshunter.io/ios/app/orion-portfolio-solutions/id1019235884 (this page in markdown: same URL + `.md`) - Developer: [Orion Portfolio Solutions, LLC](https://appshunter.io/developer/1019235883) - Category: Business, Finance - Price: Free - Rating: 2.40/5 from 19 App Store ratings · 12 written reviews indexed - Age rating: 4+ - Requires: iOS 9.0 · 13 MB - Languages: American English - Released: 2015-07-23 - Data updated: 2026-06-11 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/orion-portfolio-solutions/id1019235884/reviews.md ## What is Orion Portfolio Solutions? Through this app clients and advisors can gain access to your account balances and reports held at Orion Portfolio Solutions. ## Key features - Account balance viewing - Report access - Client portal - Advisor portal ## Recent user reviews (10 of 12) All indexed reviews: https://appshunter.io/ios/app/orion-portfolio-solutions/id1019235884/reviews.md ### 1/5 — This app NEVER works *2019-09-30, version 4.1.0* 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. ### 5/5 — Works great! *2019-07-31, version 4.1.0* 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. ### 1/5 — Won’t work *2019-04-06, version 4.1.0* Just purchased an iPad Pro 10.5 App opens for 2 seconds and closes. Unbelievable ### 1/5 — 12.1 issues *2019-01-29, version 4.1.0* 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. ### 3/5 — Needs work *2018-10-26, version 4.1.0* App worked for what I needed until a phone upgrade. Now it doesn’t launch. ### 4/5 — New User *2018-05-19, version 3.3.1* Just opened for the first time with IOS 11.3, everything works fine. Seems like an overly simple Ap though. But so is their website. ### 1/5 — Terrible integration *2018-05-01, version 3.3.1* FTJ has terrible integration with all other financial apps. FTJ does now allow access when trying to login. ### 3/5 — Crashes with new iOS *2018-02-11, version 3.3.1* Ever since I updated to the latest iOS, the app won’t open...before then, it worked fine. ### 1/5 — Pretty lackluster app *2017-12-09, version 3.3.1* A financial institution should have something better than this. Makes you wonder if they’re other tech (security) is up to spec. ### 1/5 — Not working *2017-11-07, version 3.3.1* It’s not showing any of my account balances. Straight up has ZERO as figure. When I know that’s wrong there are funds. Pretty sad actually. They need to fix this crap ASAP ## Frequently asked questions about Orion Portfolio Solutions ### 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. ## Version history (last 5 releases) ### 4.1.1 — 2019-10-29 Updated Name and Logos ### 4.1.0 — 2018-07-03 Updates to available integrations ### 3.3.1 — 2017-10-07 - Forgot Password - Cloud Storage - Commentary - Fixes account display ### 3.2 — 2015-12-08 Added support for iOS 9. Added support for touch ID. ### 3.0.4 — 2015-08-17 Updated images ## Apps similar to Orion Portfolio Solutions | App | Rating | Price | Category | | --- | --- | --- | --- | | [NewEdge NPC 2026](https://appshunter.io/ios/app/newedge-npc-2026/id6753227280) | — | Free | Business | | [SurgeONE Cyber](https://appshunter.io/ios/app/surgeone-cyber/id6717590076) | 5.0 (1) | Free | Business | | [MoASBO - Events & PD](https://appshunter.io/ios/app/moasbo-events-and-pd/id1642941633) | — | Free | Business | | [GeoWealth](https://appshunter.io/ios/app/geowealth/id6670238167) | — | Free | Business | | [Orion Events](https://appshunter.io/ios/app/orion-events/id1421401358) | — | Free | Business | | [Zocks](https://appshunter.io/ios/app/zocks/id6443466353) | 5.0 (24) | Free | Business | ## Related topics [orion wealth management portal](https://appshunter.io/ios/topics/orion-wealth-management-portal) · [ops mobile](https://appshunter.io/ios/topics/ops-mobile) · [orion wealth management](https://appshunter.io/ios/topics/orion-wealth-management) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-11.*