Case Study: Orion achieves near doubling of business and 98% client adoption with Sisense

Financial Advisory Software Firms Sees Business Doubling

Orion, a premier portfolio-accounting SaaS serving 950+ advisory firms that manage 1.5 million accounts and nearly $375 billion in assets, faced a big BI problem: 51 TB of data and a static, manually produced reporting process that delivered stale headlines weeks after month-end. Clients wanted preconfigured, interactive dashboards and direct access to up-to-date, drillable data, but Orion’s in-house and Excel/SQL approaches proved too slow and too complex for nontechnical users.

Orion embedded a white‑label Sisense BI solution, using Elasticube to streamline its data (reducing the SQL footprint from ~500 GB to ~200 GB) and deploying prebuilt interactive dashboards—moving from concept to production for 1,000+ users in roughly 75 days. The rollout achieved 98% client adoption, nearly 2,000 active dashboard users, no added headcount, and the company’s business nearly doubled following implementation.

Orion

Malinda Jepsen

Lead Business Intelligence Specialist