Telemet Orion Investment Platform

Professional investment managers use Telemet Orion as a single, integrated source of investment research, charts, news, analytics and market data.

At your fingertips are 25 years of quarterly financial data on publicly traded firms. Company snapshots and three pagers show at a glance the company performance. Powerful charts show price action, and overlays show technical and financial data. Quotes in market watch pages update in real-time, so you can keep your eye on the market and on your portfolios. Portfolio Analytics are bundled into your platform so you can compare performance to benchmarks and see performance by security, industry or sector.

Click here for feature review: Research, Portfolio Analytics, Charts, News, Quotes.

Telemet IQ

Telemet IQ links company financials and real-time data to spreadsheets. Use the powerful graphics and styles in spreadsheets to see stunning reports. In addition Telemet IQ creates client ready Adobe pdf reports for management and client reviews.

TeleVista for Advent Software APX and Axys

Save time and money by updating prices, dividends and splits in Advent Axys and APX. Load end-of-day prices on stocks, indices, options and treasuries, load dividend amounts, pay dates, x-dates, record dates, load split information and update the security information file too!


Instant access across your firm to your proprietary research documents and spreadsheets. Your internal research may be commingled with news, or separately displayed and searched. See your rankings and internal data on investments on market watch pages. As your research analysts update these data, your portfolio managers, traders and administrative team see these instantly. It is a great communications tool.

Portfolio Accounting APIs

Link Black Diamond, Orion Advisor, Schwab PT's PortfolioCenter and other portfolio accounting packages to Telemet Orion. With this API create portfolio analytic reports with time-weighted performance and attribution. In addition "as of date" reports show holdings as of a date you choose with performance and financial metrics as of that date. These reports are great communications tools for both management and client meetings.

Software Download

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    Put Telemet Orion on every desk in your firm. Access company research, company financials, portfolio analytics, real-time prices, charts, corporate actions, and news 24 hours a day right at your desktop.
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