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Orion Advisor Technology

Orion Advisor Solutions› offers Orion Advisor Technology

ProductCurrently Offered

Orion Advisor Technology is an all-in-one wealth technology platform for financial advisors.

Overview
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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 - Classification

Industry
  • Financial Technology

More from Orion Advisor Solutions

  • Orion Portfolio Solutions logo

    Orion Portfolio Solutions

Orion Advisor Technology - Direct Competitors

  • Morningstar

    Morningstar logo

    Direct Advisory Suite, Morningstar Direct

    morningstar.com

  • Envestnet

    Envestnet logo

    MoneyGuidePro

    envestnet.com

AttributeOrion Advisor TechnologyDirect Advisory Suite, Morningstar DirectMoneyGuidePro
ProviderOrion Advisor Solutionsorion.com$0 raisedMorningstarmorningstar.com$91M raised · PublicEnvestnetenvestnet.com$1.4B raised · Public
Founded199919841999
Sells ToBusinessIndividuals, InstitutionalEnterprise
Pricing ModelSubscriptionSubscription—
Ownership—Public, Public-Private Partnership—
Orion Advisor Technology

Provider Orion Advisor Solutionsorion.com$0 raised

Founded 1999

Sells To Business

Pricing Model Subscription

Ownership —

Direct Advisory Suite, Morningstar Direct

Provider Morningstarmorningstar.com$91M raised · Public

Founded 1984

Sells To Individuals, Institutional

Pricing Model Subscription

Ownership Public, Public-Private Partnership

MoneyGuidePro

Provider Envestnetenvestnet.com$1.4B raised · Public

Founded 1999

Sells To Enterprise

Pricing Model —

Ownership —

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