Skip to content
✕

Capital Markets & Wealth Management

Transforming Financial Markets with Data-Driven Intelligence 

Powering Personalized Experiences Across Financial Markets 

Orion Innovation partners with asset and wealth managers, and capital markets institutions to modernize their technology landscape and drive smarter, data-driven decision-making. We enable firms to transform legacy systems into agile, cloud-enabled platforms that support real-time portfolio insights, personalized advisory experiences, and intelligent automation. Our solutions streamline trade processing and post-trade operations, integrate front-to-back office workflows, and automate complex functions such as corporate actions and compliance reporting. By harnessing advanced analytics, AI, and secure data integration, Orion helps firms reduce operational risk, enhance transparency, and deliver differentiated value to clients. The result is a resilient, scalable, and future-ready investment ecosystem designed to maximize performance and client satisfaction. 

Innovation That Delivers 

Enhanced Investment Performance and Decision-Making 

Firms can make smarter, data-driven investment decisions and optimize portfolio performance for their clients. 

Superior Operational Efficiency and Transparency 

Significant reduction in operational risk and cost, leading to greater transparency across all business units and faster processing times. 

Scaled and Personalized Client Service  

Firms can drive growth and competitive advantage by efficiently offering highly tailored advice and superior, modern client experiences through digital channels.

Capital Markets and Wealth Management Solutions

Capital Markets Platform Modernization

We help transform fragmented systems into unified, intelligent platforms, and enable institutions to accelerate innovation, reduce operational complexity, and respond swiftly  to market demands. 

Digital Wealth Management Solutions 

Leveraging AI, analytics, and cloud technologies, we provides real-time portfolio insights, tailored investment recommendations, and streamlined advisory services.  

Integrated Portfolio Evaluation 

Our portfolio evaluation solutions help asset and wealth management firms gain a unified, real-time view of their investment portfolios. Our platform enables comprehensive performance analysis, risk assessment, and scenario modeling.

Trade Processing & Settlement 

We enable banks to deliver seamless, intuitive digital journeys by combining human-centered design, data-driven insights, and advanced digital technologies, to simplify complex processes and elevate customer engagement.

Front to Back Office Solutions 

Our solutions streamline trade execution, risk management, reporting, and compliance, reducing operational complexity and improving accuracy. By connecting all functions across the investment lifecycle, we help accelerate decision-making and deliver superior client outcomes. 

Corporate Actions Processing 

Automate and streamline corporate actions processing to reduce operational risk and enhance efficiency. Our solutions provide accurate tracking, timely notifications, and seamless integration with existing systems.

Why Orion?

Trusted, Agile Partner

Decades-long client partnerships built on agile delivery, DevSecOps, and future-ready solutions that scale with business needs.

Industry and Tech Depth

Domain experts backed by AI, Data, Cloud, Cybersecurity, and XD Centers of Innovation deliver measurable outcomes and real transformation.

Global Scale, Local Expertise

Seamless delivery across NA, LATAM, Europe & APAC with time zone alignment, cultural fit, and on-demand scalability. 

Success Stories

Reimagining Treasury Services for a Major Custodian Bank

Digitally Enabled, Advisor Led Data-Driven Platform for Wealth Management Providers 

Success Stories

The World’s Largest Custodian Bank

Reimagining Treasury Services for a Major Custodian Bank

Digitally Enabled, Advisor Led Data-Driven Platform for Wealth Management Providers 

Contact Us

"*" indicates required fields

*
We are committed to protecting and respecting your privacy. Please review our privacy policy for more information. If you consent to us contacting you for this purpose, please tick above. By clicking Register below, you consent to allow Orion Innovation to store and process the personal information submitted above to provide you the content requested.