Every Critical Solution.
One Flexible Ecosystem.

57% of advisors believe a lack of integration between their core applications is their biggest technology pain point.² No more.

At Orion, while we offer a full range of solutions to run your firm, we integrate with many tools available so that you can run your business the way you see fit. 

Portfolio Accounting

Get paid faster and personalize reports for any client preference with the #1 portfolio accounting solution used by advisors.¹

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Orion Portfolio Account

Redtail CRM

Work smarter — not harder — with the industry’s #1 CRM for market share.¹

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Client Portal

Create unforgettable client experiences.

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Independent Advisor Looking out at Opportunities

Compliance

Get your firm exam-ready.

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Financial Planning

Seamlessly connect your clients’ financial goals with investment strategies, all backed by the best in behavioral finance tools.

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Orion Planning

Trading

Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.³

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Orion Trading

Risk Intelligence

Understand risk and uncover opportunity.

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Introducing Orion Advantage

One integrated UX. One agreement. All the power of Orion. Discover how Orion Advantage spurs growth today.

Take Your Advantage
Orion Stacks
17

of the Top 20 Barron’s RIA firms rely on Orion’s technology.⁴

99%

More than 99% of the time, brokerage assets are reconciled before the market opens.³

90%

of service requests are answered in less than 60 seconds.³

85%

Over 85% of our largest clients use Orion Trading to streamline their business.³

#1

In the 2025 T3 Advisor Software Survey, we rank #1 in market share for CRM and Portfolio Accounting.¹

100%

of Orion data is available via API endpoints and real-time data streaming, powering open-architecture integrations.³

95%

of Orion clients stay with us — a reflection of our unwavering dedication to the most crucial aspect of our business: you.³

Power Your Success

Harness constant innovation, scalable solutions, and an integrated platform — under one agreement — designed to help you win new business, streamline operations, and create stronger client relationships.

 

Who We Serve

TAMPs

RIAs

Advisors

Advisors in Transition

Chief Technology Officer

Technology Leaders

Chief Compliance Officer

Chief Compliance Officers

Broker Dealer

Broker Dealers

Orion Stacks
Orion Stacks

The Solution That Scales

Orion Stacks seamlessly integrates everything you need to prospect, plan, invest, and achieve, so you can scale efficiently while delivering a personalized client experience. Unlock the power of a tech-enabled fiduciary process — and take your firm to the next level.

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Tech that Powers Your Success

See why Orion is one of the top all-in-one software programs used by advisors.¹

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Dig Deeper

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¹Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.
²Source: The Trouble with Tech Integration, Investment News, 2022.
³Source: Proprietary Orion data, as of 7/28/2023.
⁴Source: 2024 Top 100 RIA Firms, Barron's, 2024.