Orion Advisor Tech

Key features

• Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions.
• Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.
• Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity.
• Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
• Risk Intelligence standalone pricing is published at $275 per user per month (with optional annual billing discount) and includes full access to stress tests, portfolio construction, 3D risk profile, proposal builder, and related tools; the module is also bundled into the Orion Advantage Stack.
• Orion Planning adds goals- and cash-flow-based financial planning with Monte Carlo simulations and probability-of-success metrics, tying client financial goals back to Orion portfolios and reports.
• Orion Compliance is an end-to-end RegTech platform spanning employee oversight, firm oversight, and client oversight, with automated workflows, alerts, record-keeping, and dashboards designed to keep firms exam-ready; also supports multi-entity consultant use-cases.
• Client Portal and Advisor Portal create branded digital experiences with dashboards, notifications, planning access, and integrations across the Orion ecosystem; Orion reports #1 market share for CRM and portfolio management/reporting and top-3 for all-in-one, trading/rebalancing, TAMP, and risk tools in the T3 Advisor Software Survey.
• Denali Data Layer, cloud data warehousing (via Amazon Redshift), and Orion APIs expose 100% of Orion data via REST endpoints, scheduled queries, SFTP deliveries, and real-time data streaming, enabling open-architecture integrations and analytics.
• Developer ecosystem offers REST APIs for trading, reporting, data queries, and more, plus notification webhooks so external systems can receive Orion alerts and events.
• Alternative Investment Platform and professional services help advisors maintain and report on held-away and alternative assets alongside standard brokerage and retirement accounts in comprehensive Orion reporting.
• Corporate actions and dividends (including stock splits, stock dividends, distributions, and reverse splits) are processed using vendor data feeds and reflected in Orion’s performance and reporting calculations, with configurable treatment of dividend and activity types.
• Security program documented in the Orion Trust Center, including ISO 27001:2022 certification, SOC 1 & SOC 2 Type II reports, and encryption of data at rest and in transit.

Data partners

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