Orion Advisor Technology
Investment portfolio management software
Investor reporting software
Financial services software
Investor relations software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Orion Advisor Technology and its alternatives fit your requirements.
$275 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Accommodation and food services
- Transportation and logistics
- Agriculture, fishing, and forestry
What is Orion Advisor Technology
Orion Advisor Technology is a wealth management platform used by registered investment advisors and other financial professionals to manage client portfolios and run day-to-day operations. It combines portfolio accounting, performance reporting, billing, and rebalancing with integrations to custodians and third-party planning and CRM systems. The product is typically used to support scalable portfolio administration and client reporting across many households and accounts.
Integrated portfolio accounting suite
The platform brings portfolio accounting, performance measurement, billing, and reporting into a single operating environment. This reduces the need to stitch together separate tools for core portfolio operations. It is designed for advisory firms that need consistent workflows across many accounts and strategies.
Advisor-focused reporting outputs
Orion provides client-facing performance reports and dashboards intended for ongoing investor communication. Firms can use standardized reporting packages and configure report elements to match their service model. This supports periodic reporting and ad hoc client inquiries without exporting data to separate reporting tools.
Broad ecosystem integrations
Orion is commonly deployed alongside external custodians and other wealth-tech systems via integrations and data feeds. This helps firms centralize portfolio data while keeping existing planning, CRM, and document workflows. Integration breadth can be a differentiator versus point solutions that focus on a single workflow area.
Complex implementation and administration
A full portfolio management deployment typically requires data mapping, custodian connectivity setup, and ongoing operational governance. Smaller firms may find the administrative overhead higher than lighter-weight platforms. Time-to-value can depend on data quality and the number of integrated systems.
Costs can scale with usage
Pricing and total cost of ownership can increase as firms add modules, users, accounts, or additional services. This can make budgeting less predictable compared with simpler, single-purpose tools. Firms should validate which features are included versus sold as add-ons.
Not a dedicated IR platform
While it supports client reporting, it is not purpose-built for issuer-side investor relations workflows such as cap table management, fundraising pipelines, or shareholder communications for operating companies. Organizations seeking those IR-specific functions may need separate software. The product is primarily oriented to advisor-client portfolio servicing rather than corporate IR teams.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Orion Trading (standalone) | Starting at $12,000 annually | Trading, rebalancing engine, multi-account trading, tax management, FIX integration, custodial reconciliation. |
| Essentials Stack | Starting at $18,000 annually | Includes Trading plus Portfolio Accounting, Redtail Growth (CRM integration), Client Portal & Mobile App. |
| Advantage Stack | Starting at $28,000 annually | Includes Essentials features plus Pre-Trade Compliance, Post-Trade Compliance, Orion Compare, and integrations such as Risk Intelligence. |
Standalone / add-on pricing (official-listed on Orion website):
- Orion Risk Intelligence — $275 per user/month (10% discount available for annual billing). Includes 100+ stress tests, 3D Risk Profile, personalized proposal builder; 30-day free trial available.
- Compliance (Employee & Firm Oversight) — $8,500 per year (up to 10 users); additional users $200/user/year.
- Client Oversight (Compliance) — $10,000 per year + $5.00 per account (up to 10 users) for one tier; alternate tier listed at $12,000/year; account billing $5/account for Schwab/Fidelity/Pershing, $8/account for other custodians.
- WMS-Orion (MML channel) — platform fee and custody fees expressed in basis points depending on strategy; stated minimums for certain strategies (e.g., Destinations $500,000 minimum; Core Guided $1,000,000 minimum).
Seller details
Orion Advisor Technology, LLC
Omaha, Nebraska, United States
1999
Private
https://orion.com
https://x.com/orionadvisor
https://www.linkedin.com/company/orion-advisor-technology/
