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Orion Advisor Technology pricing

#10 of 31 in Financial Advisor SoftwareStock Portfolio ManagementWealth Management

Orion Advisor Technology costs from $13,000/yr on its cheapest paid plan; 3 plans in all, as listed on orion.com — prices checked 20 Sep 2026.

8.2/10Editor score
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Orion Advisor Technology8.2 Visit Orion

Orion Advisor Technology pricing at a glance

Plans Paid No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on orion.com

Orion Advisor Technology plans & pricing

PlanPriceKey limits
Foundation$13,000/yr Starts at $13,000 annually
  • Billing and Reporting
  • Orion Planning
  • Client Portal and Mobile App
  • Alternative Investing Platform
  • 15% off any Redtail plan
Essentials$18,000/yr Starts at $18,000 annually
  • Billing and Reporting
  • Orion Planning
  • Client Portal and Mobile App
  • Alternative Investing Platform
  • Orion Trading
  • Access to Communities
Advantage$28,000/yr Starts at $28,000 annually
  • Billing and Reporting
  • Orion Planning
  • Client Portal and Mobile App
  • Alternative Investing Platform
  • Orion Trading
  • Business Intelligence

Prices as published by the vendor on orion.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Solo, Small business, Mid-market, Enterprise
  • Integrations
    100+ integrations: BlackRock, MoneyGuide, Morningstar ByAllAccounts, Altruist, AltExchange, Apex Clearing …
  • Paid from
    $13,000/yr
  • Financial planning
    Yes

Our full Orion Advisor Technology verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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