Orion Advisor Technology review
A broad wealth-management platform for firms that need connected operations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Orion Advisor Technology pros and cons
- 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
Orion Advisor Technology fact sheet, pricing and score →
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