One workspace. Every workflow.

Orion Advisor Portal is the unified advisor experience inside the Orion ecosystem — bringing Orion's full technology suite together in a curated, end-to-end workspace. From a single dashboard, advisors access proposal generation, trading, reporting, billing, the client experience, and Orion Planning, alongside integrations with Orion Connect, Redtail, and other tools. It reduces the friction of swiveling between systems so advisors have more time to engage with clients and prospects.

The Advisor Portal includes six core modules:  

• Dashboard and Client views
• New Account Opening and Proposal Generation  
• Trading and Model Management  
• Servicing Requests and Forms Library
• Reporting  
• Investment Research 

Orion Advisor Portal serves financial advisors and their firms — from independent advisors to client-facing, back-office and supervisory teams inside RIAs, broker-dealer home offices, and aggregator firms.

The Advisor Portal is the workspace advisors and operations teams use to run the firm — proposals, trading, reporting, billing, planning, and servicing requests. The Client Portal is the white-labeled, mobile-first experience clients use to view their portfolios, plans, goals, and statements. The two are designed to work together inside the Orion ecosystem — advisors operate the firm from the Advisor Portal, and clients see their information through the Client Portal.

Yes. Proposal Generation and New Account Opening are native workflows inside Advisor Portal, with one flowing seamlessly into the other to avoid time-consuming data re-entry. Advisors are guided through client information (which can be pre-populated from Redtail CRM or Orion Planning), goals and risk tolerance, custodian and account type selection, and investment selection from the firm's universe. Paperwork is delivered digitally to the custodian or routed through Docusign for e-signature, with paperwork-download and wet-signature options also supported.

Yes. Advisor Portal includes a Service Request system that streamlines day-to-day administrative and operational tasks — initiating service requests, providing required information, routing for e-signature where applicable. A comprehensive Service Request activity dashboard provides transparent, book-of-business-wide tracking, so the firm always knows what's in flight.

Advisor Portal is highly integrated with other applications. This is an essential part of bringing powerful, end-to-end workflows to advisors and their teams. Integrations can happen behind the scenes, such as embedding risk metrics and portfolio analytics from Orion Risk Intelligence within the Advisor Portal proposal process. Integrations can also bring the user directly into other applications, such as the Client Portal, Orion Planning, Redtail CRM, the Query tool, the Payout dashboard, and the RMD dashboard. Additional third-party integrations may be available depending on firm configuration.

Yes. The Advisor Portal is flexible and configurable to support large broker-dealers, banks, RIAs, and aggregator firms. The Orion Enterprise tier emphasizes centralized selling-agreement management, on-demand operational outsourcing (including trading), and a flexible investment platform that preserves existing custodial relationships — features oriented toward firm leadership rather than individual advisors. Contact Orion to understand how Enterprise is structured relative to a standard Advisor Portal engagement.

Orion Advisor Portal is available as part of the Advantage stack. Orion offers three bundled tech stacks — Foundation, Essentials, and Advantage — starting at $13,000, $18,000, and $28,000 annually. All three include Billing and Reporting, Orion Planning, the Client Portal and mobile app, and an Alternative Investing Platform. Essentials adds Orion Trading, access to Communities, Business Intelligence, and a Redtail Growth Plan. Advantage adds Proposals and New Accounts, Orion Risk Intelligence, Orion Compliance, and Amazon Redshift Data Streaming. Advisor Portal is the front-end advisors use to access whichever stack their firm is on.

Orion provides on-demand video training, how-to guides, and one-on-one support through Orion's dedicated support and training team. Customers also have access to a library of support articles and regular live webinars.

Request a demo from the Advisor Portal page to walk through the platform and discuss firm-specific configuration. Implementation includes a tailored onboarding plan led by Orion's services team. The Orion Stacks page also enables direct configuration discussions for firms evaluating which tier fits their growth stage.