Best Orion Planning Alternatives in 2026
The top Orion Planning alternatives are RightCapital, eMoney Advisor and MoneyGuide: 15 financial planning software our editors would look at instead of Orion Planning, in our ranking order.
Orion Planning: A broad planning platform for wealth teams centered on the Orion ecosystem. Where it falls short: pricing requires a tailored quote based on firm size and configuration.
Switching from Orion Planning? For most financial planning software buyers the best Orion Planning alternative is RightCapital, built for advisors wanting comprehensive modern planning. On a budget, Voyant starts at $3/mo.
Why People Look for an Orion Planning Alternative
- 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
Quick Picks by What You Need
- Best overallRightCapital9.4
Advisors wanting comprehensive modern planning
Visit RightCapital - Lowest priceVoyant8.5
Paid plans from $3/mo
Visit Voyant
All 15 Orion Planning Alternatives, Ranked
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.
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Best forAdvisors wanting comprehensive modern planning
- Better than Orion Planning:
- Editor score 9.4 vs 8.9
A broad advisor platform spanning planning, analysis, collaboration, and client access.
- Insurance planning
- Tax planning
- Client portal
9.4/10★★★★★Visit RightCapital -
Best forFull-service advisory firms
- Better than Orion Planning:
- Editor score 9.3 vs 8.9
A broad planning suite for advisory firms that need client collaboration and analysis.
- Insurance planning
- Tax planning
- Client portal
9.3/10★★★★★Visit eMoney Advisor -
Best forGoal-focused financial planning practices
- Better than Orion Planning:
- Editor score 9.2 vs 8.9
A broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.
- Insurance planning
- Tax planning
- Client portal
9.2/10★★★★★Visit MoneyGuide -
Best forEnd-to-end advice and practice management
- Better than Orion Planning:
- Editor score 9.1 vs 8.9
A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.
- Insurance planning
- Tax planning
- Client portal
9.1/10★★★★★Visit Iress -
Best forAdvisors needing advanced planning depth
- Better than Orion Planning:
- Editor score 9.0 vs 8.9
Deep advisor planning with retirement, tax, insurance, and Monte Carlo analysis.
- Insurance planning
- Tax planning
- Client portal
9.0/10★★★★☆Visit NaviPlan -
Best forUK advisers focused on suitability and investments
A broad advice workflow combining cash flow, investments, suitability and client engagement.
- Client portal
- Goal planning
- Investment planning
8.8/10★★★★☆See Dynamic Planner -
Best forEnterprise firms needing auditable planning
Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.
- Insurance planning
- Tax planning
- Client portal
8.7/10★★★★☆Visit Conquest -
Best forUK advisers needing deep tax and risk analysis
A deep UK-focused toolkit for tax, risk, cash flow and investment analysis.
- Tax planning
- Goal planning
- Investment planning
8.6/10★★★★☆Visit EValue -
Best forAdvisers needing sophisticated holistic modeling
Sophisticated holistic modeling for advisers managing complex financial situations.
- Insurance planning
- Tax planning
- Client portal
8.5/10★★★★☆Visit Voyant -
Best forUK advisers needing cash-flow and integrations
A broad cash-flow and retirement planning platform with useful adviser integrations.
- Tax planning
- Client portal
- Goal planning
8.4/10★★★★☆Visit FinCalc -
Best forUK advisers prioritizing cash-flow planning
A cash-flow-led planning suite with tax-aware modelling, stress tests and client tools.
- Insurance planning
- Tax planning
- Client portal
8.3/10★★★★☆Visit FE CashCalc -
Best forAdvisors seeking tax modeling and AI document import
Tax modeling, AI document import, and client tools come at an annual-billed price.
- Insurance planning
- Tax planning
- Client portal
8.2/10★★★★☆Try Foundry Planning -
Best forUK advisers focused on cash-flow reviews
A UK-focused planning tool with detailed cash-flow, tax and scenario modelling.
- Tax planning
- Client portal
- Investment planning
8.1/10★★★★☆Visit Timeline -
Best forEstablished firms wanting guided planning workflows
Broad advisor planning workflows with a substantial annual per-user cost.
- Insurance planning
- Tax planning
- Client portal
8.0/10★★★★☆Visit Moneytree -
Best forBudget-conscious retirement planners
A paid retirement planner with detailed modeling, scenarios, and withdrawal optimization.
- Scenario analysis
7.9/10★★★★☆Visit MaxiFi
Orion Planning Alternatives: Common Questions
What is the best alternative to Orion Planning?
RightCapital: #1 in our Financial Planning Software ranking, with an editor score of 9.4 out of 10. A broad advisor platform spanning planning, analysis, collaboration, and client access.
What is the cheapest paid alternative to Orion Planning?
Of the alternatives here that publish a price, Voyant starts lowest, at $3/mo.
Why do people look for Orion Planning alternatives?
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.
How do I switch from Orion Planning?
Export your data from Orion Planning (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Orion Planning.
How to Switch from Orion Planning
- Export your data from Orion Planning (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Orion Planning.
Orion Planning vs Each Alternative
| # | Tool | Free plan | Paid from | Cash-flow modeling | Goal planning | Tax planning | Scenario analysis | Score |
|---|---|---|---|---|---|---|---|---|
| 6 | Orion Planning | Yes | Yes | Yes | Yes | 8.9 | ||
| 1 | RightCapital | No | $149.95/mo | Yes | Yes | Yes | Yes | 9.4 |
| 2 | eMoney Advisor | Yes | Yes | Yes | Yes | 9.3 | ||
| 3 | MoneyGuide | Yes | Yes | Yes | Yes | 9.2 | ||
| 4 | Xplan | Yes | Yes | Yes | Yes | 9.1 | ||
| 5 | NaviPlan | Yes | Yes | Yes | Yes | 9.0 | ||
| 6 | Dynamic Planner | No | £8/yr | Yes | Yes | Yes | 8.8 | |
| 7 | Conquest | No | Yes | Yes | Yes | Yes | 8.7 | |
| 8 | EVPro | Yes | Yes | Yes | Yes | 8.6 | ||
| 9 | Voyant | No | $3/mo | Yes | Yes | Yes | Yes | 8.5 |
| 10 | FinCalc | Yes | Yes | Yes | Yes | 8.4 | ||
| 11 | FE CashCalc | No | £75/user/mo | Yes | Yes | Yes | Yes | 8.3 |
| 12 | Foundry Planning | No | $166/mo | Yes | Yes | Yes | Yes | 8.2 |
| 13 | Timeline | No | £142/mo | Yes | Yes | Yes | 8.1 | |
| 14 | Moneytree | No | $1,195/user/yr | Yes | Yes | Yes | Yes | 8.0 |
| 15 | MaxiFi | No | $109/yr | Yes | 7.9 |
Head-to-Head
- 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
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update