VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Orion Advisor Tech Review, Pricing, and Features
Orion Advisor Tech
Orion Advisor Tech is enterprise infrastructure for RIAs and wealth firms covering accounting, billing, reporting, tax-aware trading, CRM, planning, compliance, risk, client portals, APIs, and data. It is not a self-serve tracker, consumer research app, discount broker, or low-cost individual tool.
Best for
- RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
- Advisor businesses comparing platforms where bundled stack pricing, Redtail CRM, risk tools, and AI workflow expansion can drive high contract value.
- Firms that need operational infrastructure and client experience tooling rather than a standalone retail research product.
Watch out
- Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
- Public stack prices start in the low five figures per year, with additional modules and services potentially changing total cost.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
From $275/mo · 4 plans
Orion Foundation Stack
Entry Orion Stack centered on core portfolio accounting, billing/reporting, planning, client portal/mobile app, and alternative investing platform.
Risk Intelligence Standalone
Standalone Orion Risk Intelligence subscription for portfolio and business risk analytics.
Orion Essentials Stack
Stacked bundle typically centered on portfolio accounting plus key trading, communities, business intelligence and client experience capabilities.
Orion Advantage Stack
Stack bundle with portfolio accounting, trading, Risk Intelligence, compliance tools, proposals, new accounts, and Amazon Redshift data streaming.
Deals
Key features
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
- Orion Compliance for employee, firm, and client oversight workflows, alerts, records, dashboards, and exam-readiness processes.
- Tools for bringing client experience into branded portals and mobile access with dashboards, notifications, reporting, planning access, and suite integrations.
- Denali AI and the Denali Data Layer for advisor workflows, data access, portfolio analysis, reporting, and cross-system intelligence where enabled.
- Integrations for through Orion APIs, notification webhooks, scheduled queries, SFTP deliveries, data warehousing, and custodian or CRM connections.
- Orion is advisor-firm infrastructure, not retail software: pricing, implementation, module selection, integrations, and operational fit need firm-level evaluation.
Data partners
Market and fund data powering Orion Risk Intelligence regression models and stress testing.
Corporate actions feed for splits, stock dividends, and related events used in Orion portfolio accounting.
FAQ
Is Orion Advisor Tech free?
No. Orion Advisor Tech does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers.
Who is Orion Advisor Tech best for?
Orion Advisor Tech is built for Financial Advisors, RIAs / Wealth Firms, Family Offices, Asset Managers, and Institutional Investors. It suits intermediate and advanced users.
What platforms and connections does Orion Advisor Tech support?
You can use Orion Advisor Tech on Web and Mobile. Orion Advisor Tech offers an API (REST) with APIKey authentication. Integrations include Redtail CRM, Salesforce, MoneyGuidePro, eMoney, Nitrogen, Fidelity + 2 more.
Which markets does Orion Advisor Tech cover?
Orion Advisor Tech covers North America. Examples include US. It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options + 2 more. Identifiers include Ticker.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.