# 1
in 2026 T3 Survey
CRM, Portfolio Accounting, All-in-One1
$5.9T
Advisor-managed assetsAdministered on Orion2
17 of 20
Top Barron's RIAs Run on Orion3
100,000+
Investment professionals Served on Redtail CRM2
100+
Integration partners (Custodians, planning, data, etc.)
25+ years
Advisor wealthtech leadership

Meet Orion Denali AI

Denali Ai

Advisors don’t need more tech — they need connected tech that works together. Denali AI brings data, workflows, and insights across the Orion ecosystem into a unified intelligence layer, helping firms make smarter decisions and create capacity to move faster with confidence.

From CRM and planning to portfolio management, reporting, and risk, Denali AI turns fragmented systems into actionable insight — while keeping people at the center of every decision.

Learn More

Your Firm. Your Model.
Your Choice.

Every firm grows differently. Orion gives you the flexibility to choose the technology, investment solutions, and service model that fit your business.

Whether you manage portfolios in-house, outsource investment management, or need enterprise-scale support, Orion helps you build around your firm’s strategy, not someone else’s structure.

Advisor Managed

Keep control with 
tools to scale.

Partially Outsourced (OCIO)

Grow your firm — not
your workload.

Fully Outsourced (TAMP)

Focus on serving 
your clients.

Connected Where It Counts

  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • Goldman Sachs Custody Solutions
  • logo

How Orion Works for You

Whether you’re wearing every hat at a startup RIA or leading enterprise operations, Orion’s flexible platform helps you deliver, grow, and thrive — on your terms.

DPL
For solo and small-team practices

Run Lean. Scale Smarter.

Orion gives independent advisors one platform for client relationships, planning, portfolio accounting, and trading — so the back office runs itself and the advisor runs the business.

Orion clients report 40% higher organic growth rates than non-Orion firms in 2025.4

Explore Advisor Solutions
Advisor using cloud warehousing
For COOs and operations leaders

Power your back office with tech you can trust.

Orion connects reporting, billing, compliance, and trading into a single operational layer — purpose-built for fiduciaries and audited at scale. Less time reconciling, more time leading.

Advisors report that AI and streamlined workflows will be the biggest force multipliers for firm success.4

Explore Operational Tools
Trading desk
For CTOs and technology leaders

Open platform. Closed loops.

Orion's Denali Data Layer ingests data from Orion, Redtail, custodians, and other third-party integration sources — so technology leaders deliver a single source of truth without rebuilding their tech stack.

In 2026, most financial advisors say their firms will focus on optimizing technology integration and using AI.4

Build Your Tech Stack
For founders and lead advisors scaling AUM

Turn insight into action.

Orion combines planning, behavioral finance, CRM (Redtail), and Denali AI to drive referrals, retention, and AUM growth. From your first $50M to your first $1B, the platform scales with the firm.

Park City Wealth Advisors: $15M to $150M AUM in 18 months on Orion.5

Grow With Us
Orion Risk Intelligence
For HNW and UHNW practices

Offer more, without doing more.

Custom indexing, tax-aware trading, and the Wealth Advisory team let advisors deliver the personalization HNW clients expect — at scale, without operational drag.

46 hours saved per high-net-worth account, per year, with Orion Custom Indexing.6

Explore HNW Solutions
Our Solutions

Everything You Need. Connected By Design.

Orion unifies your tech and investment operations in one powerful platform — helping your team move faster, your clients stay engaged, and your firm keep growing.

Redtail CRM

Manage client relationships with the industry’s most-adopted CRM¹ — now deeply integrated with Orion’s full platform.

Learn More

Compliance

Stay audit-ready with real-time alerts, trade surveillance, and integrated compliance workflows.

Learn More
Employee Oversight
Employee Oversight
Firm Oversight
Firm Oversight
Client Oversight
Client Oversight

Orion Planning

Help clients visualize their future with flexible planning tools that turn goals into guided action.

Learn More
Orion Financial Planning

Trading

Place trades with confidence using scalable automation, model management, and oversight tools.

Learn More
Orion Employee working in office.

Portfolio Accounting

Automate performance reporting, billing, and oversight in a single dashboard built for fiduciaries.

Learn More

Client Portal

Deliver real-time transparency with a personalized, mobile-first experience your clients will love.

Learn More
BeFi Tools

Custom Indexing

Offer personalized portfolios with tax-efficient strategies and values-based customization.

Learn More
Independent advisor surveys a vista of opportunities.

OCIO and TAMP Solutions

Tap into institutional investment strategy — or offload operations entirely to focus on growth.

Learn More

Integrations

Connect with the tools you already use for a seamless, unified experience.

Learn More

Blackrock

BlackRock Logo

About Our Integration

Orion’s integration with BlackRock’s Advisor Center provides advisors with digital tools to help facilitate strategic portfolio decisions, fuel client relationships and grow business.

 

About Integration Partner

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/tax.

 

Points of Integration

  • Single Sign-On

BNY Mellon Pershing

BNY Mellon Pershing Logo

About Our Integration

Orion receives daily data files from BNY Mellon Pershing. Additionally, the Orion and BNY Mellon Pershing integration supports integrated trade file capabilities, as well as advisory fee billing files.

About Integration Partner

As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Points of Integration

  • Advisory Fee Billing Files
  • Daily Data Files
  • Trade Files

Learn More

eMoney

eMoney Logo

About Our Integration

eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault adds additional efficiencies.

About Integration Partner

eMoney Advisor, LLC (“eMoney”) offers transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.

Points of Integration

  • Access to Orion Account-Level Data
  • Orion Client Portal Integration
  • Reporting Integration
  • Single Sign-on

Fidelity Clearing and Custody Solutions

Fidelity Investments Logo

About Our Integration

Orion & Fidelity Clearing and Custody Solutions integrate to offer a digital account opening workflow, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities.

About Integration Partner

Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Digital Account Opening
  • Insight Presentation Integration
  • Single Sign-on
  • Trade Files

Learn More

MoneyGuide

Money Guide Logo

About Our Integration

Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.

About Integration Partner

MoneyGuide, created by PIEtech®, is an interactive web-based financial planning software that scales to meet the needs of all financial professionals. Smart and adaptable, you can now provide a profitable planning experience for every client.

Points of Integration

  • Access to Orion Account-Level Data
  • Insight Presentation Integration
  • Orion Client Portal Integration
  • Reporting Integration
  • Single Sign-on

Morningstar

Morningstar Logo

About Our Integration

Morningstar® ByAllAccountsSM provides financial account aggregation from over 15,000 different financial institutions to Orion advisors and their clients. Advisors can collect a 360 degree view of their clients’ assets, both held direct and held away. Orion uses this aggregated data to drive performance reporting and holistic reporting for their advisors.

About Integration Partner

Morningstar® ByAllAccountsSM is an aggregation provider that focuses exclusively on investors, advisors, and the enterprises who support them. With over 22 years of experience, Morningstar® ByAllAccountsSM understands what it takes to deliver high-quality, interoperable account data for the complex needs of the wealth management industry. They are a trusted partner of the industry’s leading portfolio management platforms.

Points of Integration

  • Daily Data Files
  • Single Sign-on

Redtail CRM

Redtail Technology

About Our Integration

Access Orion data directly from Redtail, including new accounts updated daily and a two-way data sync for contact records Redtail also features several key Orion features within the platform including Insight, the Eclipse Trading widget, Orion Reports, and the ability to send a new contact directly into Orion’s New Account Center, creating a household and launching required forms through Quik! or LaserApp.

About Integration Partner

Redtail Technology, Inc. is the leader in web-based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Access to Orion Household-Level Data
  • Insight Presentation Integration
  • Reporting Integration
  • Single Sign-on

Salesforce

Salesforce Logo

About Our Integration

Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion.

About Integration Partner

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Access to Orion Household-Level Data
  • Insight Presentation Integration
  • Reporting Integration
  • Single Sign-on

Charles Schwab

Charles Schwab Logo

About Our Integration

Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab.

About Integration Partner

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. 

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Digital Account Opening
  • New Account Center Integration
  • Orion Client Portal Integration
  • Single Sign-on
  • Trade Files

Learn More

Find Your Solution

Speak with someone who understands your business.

Let's Talk

Firms Like Yours Are Growing Faster With Orion

From solo advisors to top RIAs, Orion powers thousands of firms with flexible tech, scalable investments, and the confidence to grow.

To feel like I can compete with anybody, that’s been a game-changer for us with the OCIO services at Orion.

Brad Gotto

Fiat Wealth Advisors

Our firm had $15M in assets and within 18 months we had $150M. The OCIO business ... just made my business go crazy.

Morgan Lemaitre

Park City Wealth Advisors

[With Eclipse] we're doing things we couldn't have done before.

Laura Hubbell

SignatureFD

We leverage Orion to make our advisors’ lives easier on the administrative side so they have time for the client side.

Emily Reitan

Foundations Investment Advisors

The service level at Orion is unparalleled.

Neal Carlson

Forthright Family Wealth

Orion makes my back office easy. So that allows me to spend time with my clients.

Mike Klauke

Klauke Investments and Insurance Services

The main ingredient for me is the Investment team. The talent that they bring to the table is exceptional.

Barby Barone

Biltmore Advisors

Wealth Advisory is such a standout, and there’s nobody competing with it.

Joe Graziano

FFP Wealth Management

The partnership we have with the Orion Custom Indexing team is transformational to our business and for our clients.

Jeff Silverman

Alera Group

We're very extensive users of the Orion tools. We use a lot of them.

Bob Phillips

3EDGE Asset Management

Orion speaks RIA ... When I first came across Orion, I was like, "Oh my God, the thing thinks like we're trying to think."

David Connelly

Symmetry Partners

Frequently Asked Questions

What is Orion?

Orion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices. It combines portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and embedded AI (Denali AI) with flexible investment solutions including TAMP and OCIO — all in one connected platform.

What does Orion offer?

Orion Advisor Solutions has two integrated divisions. Orion Advisor Technology includes portfolio accounting, Redtail CRM, trading, planning, compliance, the client portal, the advisor portal, and Denali AI. Orion Wealth Management includes TAMP, OCIO, custom indexing, wealth advisory, cash and credit, and proprietary investment strategies. Firms can use one product, the full stack, or any combination.

What is Denali AI?

Denali AI is Orion's enterprise AI layer that connects data, workflows, and insights across the platform — from CRM and planning to portfolio management, trading, reporting, and risk — into a unified intelligence layer. It is built specifically for financial advisors and operations teams, with outputs designed to be reviewed by financial professionals before client use.

Who uses Orion?

Independent advisors, RIAs, broker-dealers, banks and trust companies, family offices, and custodians. Orion serves firms from solo advisors to the largest enterprise wealth practices. According to the T3/Inside Information Software Survey (2026), Orion holds the #1 market share in CRM, Portfolio Accounting, and All-in-One Software Programs.

What is Redtail CRM, and is it part of Orion?

Redtail is Orion's CRM, an Orion company since its acquisition in 2022. It is the most-adopted CRM among financial advisors and is purpose-built for wealth management workflows. Redtail can be used independently or fully integrated with Orion's planning, portfolio accounting, trading, and compliance products.

What is the difference between Orion's OCIO and TAMP services?

Orion OCIO (Outsourced Chief Investment Officer) lets a firm outsource investment management partially — Orion provides portfolio construction, manager research, and trade execution support while the advisor retains the client relationship and overall planning. Orion's TAMP (Turnkey Asset Management Platform) is fully outsourced investment management and operations, available through Orion Portfolio Solutions. OCIO services are provided by TownSquare Capital, an Orion company; TAMP services are provided by Orion Portfolio Solutions, both registered investment advisors.

What is Orion Custom Indexing?

Orion Custom Indexing lets advisors build personalized, tax-aware portfolios at scale. Clients hold the underlying securities directly, which enables tax-loss harvesting, tax transitioning, and values-based customization (ESG, security exclusions, factor tilts). The service is offered through Orion Portfolio Solutions.

How is Orion different from Addepar, Envestnet, or eMoney?

Orion is the only wealthtech platform that combines a #1-market-share CRM (Redtail), #1-market-share portfolio accounting, an integrated trading and compliance suite, an enterprise AI layer (Denali AI), and turnkey investment solutions (OCIO and TAMP) under one platform. Addepar focuses primarily on portfolio reporting for high-net-worth and family-office segments. Envestnet offers a broad platform but with less deeply integrated CRM and AI. eMoney is a financial planning tool, not a full operating platform. Orion's differentiator is the integrated breadth — one platform for the full advisor workflow.

Is Orion SOC 2 compliant?

Yes. Orion maintains SOC 2 compliance and other industry-standard security and privacy certifications appropriate to a registered investment advisor and wealthtech platform. Current attestations and security documentation are available at trustcenter.orion.com.

How does Orion handle client data and AI training?

Orion's customer data is not used to train third-party AI models. Denali AI runs on customer-isolated data and outputs are designed to be reviewed by financial professionals for accuracy and appropriateness before client use. Specific data handling, retention, and AI governance details are documented at trustcenter.orion.com.

What Powers Our Platform — and Your Success

At Orion, everything we build is guided by our mission: to create a wealth-tech community where every advisor and investor thrives.

Our strategic pillars shape the solutions we deliver and the outcomes you can expect.

Pioneering Technology

We don’t just keep up — we build what’s next. Our commitment to continuous innovation ensures you're equipped to lead in a rapidly evolving industry.

Reliable Systems and Support

From quarter-end to year-end, our tech and service teams deliver stability, responsiveness, and peace of mind — so your business never misses a beat.

Comprehensive Wealth Solutions

Planning, investing, trading, and billing — all in one place, fully integrated. The tools you need to serve every type of client, every step of the way.

Flexible Ecosystem

Build it yourself, outsource what you choose, or let us take the wheel. Orion supports your vision, your tech stack, and your preferred workflows.

Growth Resources

Unlock coaching, benchmarks, thought leadership, and community to drive growth and elevate your client experience.

Your Firm. Your Future.
Let's Go.

Whether you’re building in-house or outsourcing to scale, Orion is built to support your next move — and every move after that.

Find Your Solution

Advisors

Financial Advisors

Chief Executive Officer

Business Owners

Chief Compliance Officer

CCOs

Chief Investment Officer

COOs

Chief Technology Officer

CTOs

TAMPs

RIAs

Broker Dealer

Broker-Dealers

Banks

Banks and Trust Companies

Custodian

Custodians

¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
2Source: As of 3/31/26 
3Source: 2025 Top 100 RIA Firms, Barron's, 2025.
4Source: 2026 Orion WealthTech Survey.
5Source: Client interview with Morgan Lemaitre of Park City Wealth Advisors.
6Source: Proprietary Orion data, as of 7/28/2023.

This website may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

Orion has not compensated Morgan Lemaitre from Park City Wealth Advisors specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Morgan Lemaitre for the supplied statements.