Orion Advisor Technology combines portfolio accounting, CRM (Redtail), trading, compliance, risk intelligence, financial planning, and client and advisor portals into a unified platform. It serves RIAs, broker-dealers, banks, and family offices with tools to improve productivity, strengthen client relationships, and grow advisory businesses. The platform supports over $5.9 trillion in advisor-managed assets and integrates with more than 100 custodians and technology partners.
Key modules include portfolio accounting and reporting, client relationship management via Redtail, trading and rebalancing, compliance oversight, risk intelligence, financial planning, and a branded client portal. The platform also offers data orchestration and AI capabilities through recent acquisitions.
Orion Advisor Technology is an all-in-one wealth technology platform for financial advisors.



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