Orion Mobile 4+

Orion Advisor Services, LLC.

Designed for iPad

    • 2.2 • 17 Ratings
    • Free



Orion Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor.

What’s New

Version 4.4.0

Bug fixes and performance updates

Ratings and Reviews

2.2 out of 5
17 Ratings

17 Ratings

Dan_Clements ,

Extremely Poor App

Our financial advisor uses this app, and it is one of the poorest financial apps I have used. Only displays in portrait, which is pretty poor when viewed on a tablet.

Setting up accounts was very difficult. Finally discovered a programming bug: Email addresses with a dash (-) are not accepted. Dual factor authentications are sent via email, which arrive after the log in has timed out.

Portfolio information is OK, but need to get transferred to web site for more account access and information.

Basically not ready for prime time.

viii_ball ,

Update covers the performance stats

My financial advisor uses this app to communicate with its clients. There has been a recent update to the app where you can filter based on individual account. Great idea except where the filter has been placed on the app it covers the performance statistics which is one of the key indicators I use this app for. Please fix this. I have a screen shot of the issue if you want to reach out to me.

You’d get a lot more stars if this issue were fixed.

Kalibrain ,

Doesn’t work at all!

Application just hangs and I can’t see the login screen at all. It used to work okay 6-7 months ago maybe and i thought developers just need to do bug fixing. I explained this to my advisor and he experiences the same problem. Seeing that last update was made 2 years ago, i lost my hope for this app. Gladly the web app stills seems to function.

App Privacy

The developer, Orion Advisor Services, LLC., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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