Built for the Way Advisors Work

Advisors spend too much time chasing data, switching systems, and preparing for meetings instead of having them.

The Summit Experience changes that. It brings everything into one intuitive interface — built to streamline workflows, surface insights, and make client conversations more impactful.

Advisor using Orion on multiple devices
Meet Summit

All the Tools. None of the Friction.

The Summit Experience brings the most critical advisor data — portfolios, planning, CRM, meetings, and milestones — into one clean, customizable workspace.

One Interface. All the Context.

Combine CRM, portfolio, planning, and client records in a single view and spend more time connecting, not clicking.

Meeting-Ready in Minutes

Linked meeting notes, account summaries, goals, and key documents are always at hand — so prep takes minutes, not hours.

Portfolio and Planning Data

No exports, no stale data. Advisors access up-to-date investment and planning details with every client interaction.

Custom Views by Role or Household

Whether it’s a lead advisor or a service associate, Summit delivers the right insights to the right person. Every time.

See the Full Picture With Summit

One Platform. Every Interaction.

The Denali Data Layer

Denali brings together data from Orion, Redtail, custodians, CRMs, and other non-Orion sources into one centralized layer — giving advisors the accuracy, clarity, and confidence to make faster decisions and deliver better outcomes. By eliminating manual cleanup, duplicate entries, and inconsistent reports, Denali saves time and removes data headaches so advisors can focus on clients.

 

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Client Experience

Elevate the client experience your firm delivers with Orion’s Summit Experience layer. Transform how investors engage with their wealth — through an elegant, mobile-first interface that mirrors the sophistication of their lives and your advice.

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Advisor Walking
Case Study: TruePoint Wealth Counsel

Delivering Differentiated Experiences at Scale

With the Summit Experience, TruePoint created a white-labeled experience that clarifies estate plans and brings their brand to life — for enhanced service and storytelling.

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Stop Switching Tabs. Start Serving Clients.

One Streamlined Solution.
Complete Clarity.

Orion's Summit Experience brings your client insights, planning tools, and portfolio data together in one simple workspace — so you can stop juggling systems and start showing up ready.

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Access to the Orion Summit Experience is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. Orion Summit Experience aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Summit Experience does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.