About Orion
Orion is a financial advisory software from Orion that changes the advisor-client relationship. It combines market insights, advisor tech sales, and leadership support so advisors can implement tailored solutions for their clients. Orion provides a technology-enabled fiduciary process that helps firms operate more efficiently and align with their unique business models. The platform supports independent advisors in managing operations and delivering value to clients. Its flexibility allows for customized implementations to meet diverse needs within the financial advisory landscape. Key capabilities: market insights advisor tech sales leadership support customized implementations operational efficiency Best for: independent financial advisors that need a comprehensive platform to improve client interactions and manage their practices effectively.
Orion Advisor Solutions is a comprehensive wealth management and advisor technology platform designed to help financial advisory firms scale, streamline operations, and enhance client engagement. Built with flexibility at its core, Orion supports multiple business models—from fully independent advisors to large RIAs leveraging OCIO (Outsourced Chief Investment Officer) or TAMP (Turnkey Asset Management Platform) services. The platform integrates key aspects of wealth management into a single ecosystem, including portfolio accounting, trading, risk intelligence, compliance monitoring, financial planning, and client reporting. Orion’s ecosystem also includes Redtail CRM integration, customizable portfolio construction, and advanced tools like Custom Indexing and Wealth Advisory, empowering firms to offer tailored, tax-efficient, and values-aligned investment strategies. Advisors gain access to real-time data, automated workflows, and reporting dashboards that simplify administrative burdens while ensuring fiduciary oversight. Clients benefit from mobile-first portals that provide transparency and an intuitive experience, reinforcing trust and engagement. The platform is notable for its scalable architecture, enabling firms to manage rapid growth—from solo advisors to multi-billion-dollar RIAs—without adding unnecessary operational complexity.
Pros & Cons
- +Unified platform for all advisor operations, reducing manual tasks and system fragmentation
- +Flexible deployment to match firm size, workload, and operational preference
- +Integrates with industry-standard CRMs, trading platforms, and financial tools
- +Supports growth with OCIO/TAMP solutions and custom indexing
- +Client portals enhance transparency, engagement, and satisfaction
- −Primarily designed for registered investment advisors; not for private investors
- −Complexity may require onboarding/training for smaller firms
Features
Key features
- Advisor Tech Platform – Unified platform to manage client relationships, portfolio accounting, trading, compliance, and reporting.
- Portfolio Accounting – Automates performance reporting, billing, and oversight for fiduciary clients.
- Redtail CRM Integration – Deep integration with industry-standard CRM for streamlined client management.
- Trading & Model Management – Place trades, manage models, and monitor execution with automation.
- Client Portal – Provides clients with real-time transparency and a personalized, mobile-first experience.
- Financial Planning Tools – Flexible planning modules to guide clients toward goals and visualize outcomes.
- Custom Indexing – Create personalized, tax-efficient portfolios aligned with client values and preferences.
- OCIO & TAMP Solutions – Institutional-level investment strategy support or fully outsourced portfolio management.
- Compliance & Risk Oversight – Real-time alerts, trade surveillance, and audit-ready workflows.
- Integrations – Connect with existing financial systems and tools such as BlackRock, Fidelity, Morningstar, Salesforce, and more.
Additional features
- Advisor Managed, Partially Outsourced, Fully Outsourced Models – Flexible options to align with firm size, workload, and growth strategy.
- Employee, Firm & Client Oversight – Monitor operations and performance across all levels of the advisory firm.
- BeFi Tools – Behavioral finance insights to enhance client decision-making.
- Trading Desk – Centralized trading execution and monitoring.
- Cash & Credit Management – Oversight of cash positions and credit instruments.
- Portfolio Construction & Investment Management – Build and manage portfolios efficiently with automation and analytics.
- Advisor Academy & Growth Resources – Training and resources for advisors to scale their practice.
- TAMP Open Architecture – Seamlessly integrate third-party managed portfolios.
- Compliance & Risk Intelligence – Monitor regulatory compliance, trade risk, and reporting requirements in real time.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Orion
Orion is a financial advisory software from Orion that changes the advisor-client relationship. It combines market insights, advisor tech sales, and leadership support so advisors can implement tailored solutions for their clients. Orion provides a technology-enabled fiduciary process that helps firms operate more efficiently and align with their unique business models. The platform supports independent advisors in managing operations and delivering value to clients. Its flexibility allows for customized implementations to meet diverse needs within the financial advisory landscape. Key capabilities: market insights advisor tech sales leadership support customized implementations operational efficiency Best for: independent financial advisors that need a comprehensive platform to improve client interactions and manage their practices effectively.
Orion Details
Orion's In-App Market Place
Does Orion have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
NGN (₦), USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), BRL (R$)
Pros & Cons
- Unified platform for all advisor operations, reducing manual tasks and system fragmentation
- Flexible deployment to match firm size, workload, and operational preference
- Integrates with industry-standard CRMs, trading platforms, and financial tools
- Supports growth with OCIO/TAMP solutions and custom indexing
- Client portals enhance transparency, engagement, and satisfaction
- Primarily designed for registered investment advisors; not for private investors
- Complexity may require onboarding/training for smaller firms
Orion's Support Options
Contact
(402) 895-1600Orion's Alternatives
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