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Orion Wealth Management Portal

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

25 ratings
5 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • October 26, 2020
  • July 6, 2026

Features

Developer

Orion Advisor Services, LLC.
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About

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

✓Wealth management tools
✓Advisor collaboration
✓Financial planning access
✓On-the-go management
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What's New in Orion Wealth Management Portal

5.23.0

July 6, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

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User reviews

Most RecentHighest RatedLowest Rated

Biometric Still Login Not Working

Even after the most recent update (12-30-25), which said it addresses biometric login issues, it still won’t prompt for biometric login. I’ve enabled it several times after logging in but the next login still doesn’t allow biometric login. It is also enabled in settings and the the app configurations. Thank you.
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BatCaveBearBatCaveBear

Biometrics no longer working

Biometrics not working. I have turned it several times, the app even asks me to enable it. Still doesn't work. Giving up. Please fix.
Nickname is PaulNickname is Paul

Biometric Login Not Working

Unable to use biometric to login. Enable it over and over after logging in but the next login still doesn’t allow biometric login. Thank you.
BatCaveBearBatCaveBear

Garbage all and Lies

1. Customers DO NOT have same experience as mobile app and web. You can modify any manual accounts from the app, only online.
2. How the heck can a company claim to be in finance and they cannot even get it to connect with Fidelity?
3. Awful UIUX experience on the mobile app iOS.
derhornspielerderhornspieler

Simple and Beautiful

The app has a fraction of the web app feature. But I find them intuitively implemented and relevant.
Yacine2017Yacine2017

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FAQ

What is the Orion Wealth Management Portal?

The Orion Wealth Management Portal is a mobile application designed to help users manage their wealth and collaborate with their financial advisor. It provides access to various tools for financial planning and management.

Is the Orion Wealth Management Portal free to use?

Yes, the Orion Wealth Management Portal is available for free. There are no upfront costs or subscription fees associated with downloading and using the application.

What devices support the Orion Wealth Management Portal?

The Orion Wealth Management Portal is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

How secure is the Orion Wealth Management Portal?

While specific security measures are not detailed in the provided information, financial management applications typically employ industry-standard security protocols to protect user data. Users should always ensure they are using strong, unique passwords for their accounts.

How often is the Orion Wealth Management Portal updated?

The application was last updated on January 26, 2026, indicating a commitment to ongoing development and maintenance. Users can expect regular updates to improve functionality and security.

What is the age rating for the Orion Wealth Management Portal?

The Orion Wealth Management Portal has an age rating of 4+. This indicates it is suitable for users of all ages, though its financial management features are most relevant to adults.

What do users think of the Orion Wealth Management Portal?

The Orion Wealth Management Portal has an average rating of 3.8 stars from 22 ratings. This suggests a generally positive but mixed user reception.

Does the Orion Wealth Management Portal have ads?

No, the Orion Wealth Management Portal does not contain advertisements. The application is ad-free, providing an uninterrupted user experience.