Orion Planning
Orion Planning: A broad planning platform for wealth teams centered on the Orion ecosystem. Ranked #6 of 34 in Financial Planning Software by our editors (8.9/10); pricing: Pricing on request; best for orion-integrated wealth management teams.
At a glance
- Editor score8.9 / 10
- PricingPricing on request
- Best forOrion-integrated wealth management teams
- Scenario analysisYes
- Founded1999 · Omaha, Nebraska, USA
- Facts checked20 Sep 2026
Where it wins
- Combines cash flow, goals, tax, insurance, and investment planning
- Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
- Provides Monte Carlo analysis, behavioral tools, and branded client reports
Where it doesn't
- Pricing requires a tailored quote based on firm size and configuration
- Its strongest ecosystem fit is centered on Orion products and integrations
- Advanced planning breadth may exceed the needs of simpler advisory firms
Our verdict on Orion Planning
Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning, goal-progress tracking, tax-aware controls, investment and portfolio-performance integration, insurance-policy organization, and hypothetical scenarios. Advisors can provide an advisor-branded client portal, while clients can access plan information through web, iOS, and Android platforms. It is best suited to firms that want planning and portfolio data connected within an Orion-centered workflow.
The platform’s breadth is its main strength. Advisors can use Monte Carlo retirement analysis, market-scenario reporting, financial simulations, BeFi20, and 3D Risk Profile alongside cash-flow and goal planning. Customizable, branded client-ready reports extend the planning workflow into client communications. Integrations include Orion Portfolio Accounting, Orion Connect, Orion Client Portal, Orion Advisor Portal, custodial feeds, Envestnet MoneyGuide, and Apex Clearing. That combination supports firms that need investment planning connected to account and portfolio information rather than a standalone planning calculator.
Pricing depends on firm size and configuration and is handled through a tailored quote. The published positioning makes Orion Planning a stronger fit for wealth-management teams already working with Orion products or seeking that ecosystem alignment. Firms choosing a planning platform primarily for a simple, narrow workflow may find its feature breadth and ecosystem focus more than they need. Orion Planning fits advisors seeking connected planning, portfolio context, scenario analysis, behavioral-finance tools, and branded client access; firms outside the Orion ecosystem should compare alternatives based on their preferred integrations and operating model.
Your product? Our editors can test Orion Planning in depth and publish a review, labelled as paid · from $149/mo →
Orion Planning pricing
Orion Planning fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Integrations | 7 integrations: Orion Portfolio Accounting, Orion Connect, Orion Client Portal, Orion Advisor Portal, custodial feeds, Envestnet MoneyGuide … |
| Pricing | Pricing on request |
| Website | orion.com |
| Facts checked | 20 Sep 2026 |
Orion Planning integrations
Orion Planning lists 7 integrations on its own site.
- Orion Portfolio Accounting
- Orion Connect
- Orion Client Portal
- Orion Advisor Portal
- custodial feeds
- Envestnet MoneyGuide
- Apex Clearing
Alternatives to Orion Planning
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
See all Orion Planning alternatives →
Orion Planning vs the competition
- Orion Planning vs RightCapital
- Orion Planning vs eMoney Advisor
- Orion Planning vs MoneyGuide
- Orion Planning vs Xplan
- Orion Planning vs NaviPlan
- Orion Planning vs Dynamic Planner
Compare Orion Planning with any tool side by side →
Used Orion Planning? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Orion Planning for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Orion Planning is listed in our Financial Planning Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/orion-planning/"><img src="https://www.itechguides.com/best/badge/orion-planning.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update