Prospect. Plan. Invest. Achieve.

Power Your Growth with Orion’s Fiduciary Flywheel

Our tech-enabled fiduciary process empowers you to seamlessly attract new clients; connect planning goals to investment strategies; and help achieve each investor’s unique definition of financial success.


Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process.

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Engaging investors in a modern and collaborative goals-led financial planning experience to enable the delivery of holistic advice.

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Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans.

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Providing our advisors with the tools and insights they need to show the value they’ve created in their client relationships and ultimately grow their business.

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Orion Advisor walking on laptop
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.

Our Technology

Tech that Gives You the Edge

Redtail CRM

Work smarter — not harder — with the industry’s favorite CRM.

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Redtail CRM

Portfolio Accounting

Maximize your time and scale your back-office.

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BeFi Tools

Guide your clients toward their goals with tools like Orion’s BeFi20, Protect, Live, Dream framework, and 3D Risk Profile.

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BeFi Tools


Tax-intelligent trading at scale.

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Orion Employee working in office.

Risk Intelligence

Understand risk and uncover opportunity.

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Independent advisor surveys a vista of opportunities.

Orion Planning

Seamlessly connect your clients’ financial goals with investment strategies.

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Orion Financial Planning


Connect with the tools your team uses every day.

We're Here to Fuel Your Success

Powering Advisors. Winning for Investors.

Advisors working in office.
Key Offerings: OCIO

Growth, Supercharged.

Take back time in your day and get the horsepower and team to win more — and bigger — business, faster.

Portfolio Construction

Optimized, customized portfolios for every one of your clients.

Trade Desk

Leverage a team of experts and streamline trade operations.

Wealth Advisory

Grow your business with exceptional wealth experiences for high-net-worth investors.

Custom Indexing

Create truly personalized, tax-efficient client portfolios.
Our Stats

Orion at a Glance


of Redtail's users are affiliated with 19,000 firms1


Platform Assets1


Team Members1


Independent advisory firms served1


Active advisor reps. served1




Wealth management assets1

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Recent Resources

1Source: As of 12/31/22