Orion Advisor Technology
Orion Advisor Technology: A broad wealth-management platform for firms that need connected operations. Ranked #10 of 31 in Financial Advisor Software by our editors (8.2/10); pricing: Paid; best for scaled wealth-management firms.
At a glance
- Editor score8.2 / 10
- PricingPaid
- Best forScaled wealth-management firms
- Paid from$13,000/yr
- Financial planningYes
- Founded1999
- Facts checked20 Sep 2026
Where it wins
- Covers portfolio accounting, planning, billing, trading, CRM, and compliance
- Includes branded client and advisor portals with mobile access
- Supports integrations, proposal generation, account opening, and AI workflows
Where it doesn't
- Starts at $13,000 annually, making it a significant commitment
- Published pricing is by annual stack rather than monthly per-user rates
- Configuration and firm-specific needs can affect individual product pricing
Our verdict on Orion Advisor Technology
Orion Advisor Technology is a connected wealth-management platform for financial advisors, RIAs, broker-dealers, banks, trust companies, and family offices. Its coverage spans portfolio accounting and performance reporting, automated fee billing, goals-based and cash-flow planning, trading, rebalancing, compliance monitoring, audit trails, CRM through Redtail, client engagement, and AI-enabled workflows. The platform also includes branded client and advisor portals, mobile apps, proposal generation, and account opening capabilities, making it suited to firms that want a broad operating foundation rather than a single-purpose planning or reporting tool.
Pricing is organized around annual technology stacks. The Foundation plan starts at $13,000 per year and includes Billing and Reporting, Orion Planning, Client Portal and Mobile App, Alternative Investing Platform, and 15% off any Redtail plan. Essentials starts at $18,000 per year and adds Orion Trading and Access to Communities. Advantage starts at $28,000 per year and adds Business Intelligence to the listed Foundation capabilities and Orion Trading. Individual product pricing may depend on firm size, assets, users, and configuration, so the published plan prices are best read as annual stack starting points rather than per-user monthly rates.
The platform’s main strength is breadth across the advisor workflow, supported by web, iOS, Android, and API access. Listed integrations include BlackRock, MoneyGuide, Morningstar ByAllAccounts, Altruist, AltExchange, Apex Clearing, Andes Wealth Technologies, AppCrown, AdvicePay, and Benjamin. Compliance workflows, audit trails, proposal generation, billing, and client-facing tools make Orion a fit for scaled firms coordinating multiple operational functions. Smaller firms or teams seeking a narrowly focused, lower-commitment application may prefer a more specialized product; firms choosing Orion should be prepared to evaluate configuration and stack requirements alongside the annual cost.
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Orion Advisor Technology pricing
All 3 Orion Advisor Technology plans and prices →
Orion Advisor Technology fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | $13,000/yr |
| Client portal | Yes |
| Financial planning | Yes |
| Proposal generation | Yes |
| Compliance workflows | Yes |
| Document vault | Yes |
| Billing and invoicing | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, 2FA |
| Support | Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: BlackRock, MoneyGuide, Morningstar ByAllAccounts, Altruist, AltExchange, Apex Clearing … See all → |
| Pricing | Paid (source) |
| Website | orion.com |
| Facts checked | 20 Sep 2026 |
Orion Advisor Technology integrations
Orion Advisor Technology lists 100+ integrations on its own site — the 10 named here are the ones its pages call out.
- BlackRock
- MoneyGuide
- Morningstar ByAllAccounts
- Altruist
- AltExchange
- Apex Clearing
- Andes Wealth Technologies
- AppCrown
- AdvicePay
- Benjamin
See all Orion Advisor Technology integrations →
Alternatives to Orion Advisor Technology
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all Orion Advisor Technology alternatives →
Also Ranked In
Orion Advisor Technology is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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