1. Orion aids advisers who want to add alternative investments

    Orion aids advisers who want to add alternative investments

    Fintech firm has high hopes for new portfolio accounting tool feature.

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  2. Quotes

    1. Sometimes these alternative assets do not provide web access to log in and check valuations and information.
    2. It's tricky to report on these assets using the same tools you use to do mutual funds or stocks or ETFs or whatever.
    3. Normal portfolio accounting just can't handle it.
    4. If technology doesn't support alternatives from the foundation up, the capabilities are usually shoe-horned and leave something to be desired.
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