Orion Planning review
A broad planning platform for wealth teams centered on the Orion ecosystem.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Orion Planning pros and cons
- 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
Orion Planning fact sheet, pricing and score →
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