Reporting

Reporting

Accurate, Timely and Meaningful

Strategic Wealth Partners has teamed up with Orion Advisor Services, one of the leading providers of web-based portfolio management and reporting platforms. Orion is a powerful tool that brings our clients investment performance information that is accurate, timely, and meaningful to them. On just one platform, our clients get an unprecedented view of all of their investment information. Orion also serves as an online portal for receiving any monthly or quarterly reports, and is mobile-friendly.

At the beginning of your relationship with us, our dedicated Orion specialist here at SWP will get you set up and make sure you are comfortable using the platform. On an ongoing basis, we serve as your point of contact for any issues or specific requests, including custom reporting or views.

Laptop BD Reporting