Portfolio & risk analytics · Orion Advisor Solutions, Inc.
Orion
Wealthtech platform bundling portfolio accounting, CRM, trading, planning and compliance for financial advisory firms.
Orion is an integrated wealth-management technology platform for financial advisors, RIAs, broker-dealers and banks, combining portfolio accounting and performance reporting with Redtail CRM, trading and rebalancing tools, financial planning, compliance workflows and an AI layer (Denali AI) across the stack. Beyond software, Orion also offers TAMP, OCIO and custom-indexing services for firms that want outsourced investment management alongside the technology. It is delivered as a hosted platform integrated into a firm's custodial relationships, and like most enterprise advisor platforms is sold through a consultation-based sales process rather than published self-serve pricing.
At a glance
| Vendor | Orion Advisor Solutions, Inc. |
|---|---|
| Pricing model | Quote only |
| Free tier | No |
| Deployment | Cloud |
| Open source | No |
| Best for | RIAs and broker-dealers wanting one integrated platform for accounting, CRM, trading and compliance. |
Pricing
Sold through a consultation-based enterprise process sized to firm AUM/seats; no published pricing.
Pricing has not been verified yet — see the vendor's site.
Features
- Portfolio accounting and performance reporting
- Redtail CRM
- Trading and rebalancing tools
- Financial planning module
- Compliance workflow tools
- Denali AI advisor assistant
- TAMP/OCIO and custom-indexing services
Integrations
Profile last reviewed September 21, 2026