The Integration Problem

57%

of advisors believe a lack of integration between core applications is their biggest tech pain point.2

No more.

Advisor Technology Solutions

Tailored to How You Work

Twelve connected products, organized around the work your firm actually does. Use one. Use them all. Built to work as one connected platform.

 

monitoring

Run Trading & Operations

The back-office and trading infrastructure that keeps a fiduciary firm running.

Portfolio Accounting Trading Compliance Risk Intelligence

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Power with Data + AI

The data layer and AI that ties Orion together — and gets a firm AI-ready.

Denali Data Layer Denali AI Strategic Insights

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Manage Client Relationships

Build, deepen, and serve every client relationship from a single platform.

Redtail CRM Client Portal Advisor Portal Planning Summit Experience

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All Products

Explore the Orion Technology Platform

Run Trading and Operations

4 products

Portfolio Accounting

Billing, reporting, and performance at scale.

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Trading

Tax-intelligent trading at scale.

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Compliance

Get your firm exam-ready with ease.

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Risk Intelligence

Understand risk, uncover opportunity.

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Power with Data + AI

3 products

Denali Data Layer

Connect cross-system data, including non-Orion sources.

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Denali AI

Enterprise AI that amplifies advisor impact.

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Strategic Insights

Transform key data into growth insights.

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Manage Client Relationships

5 products

Redtail CRM

The industry's most-adopted advisor CRM.1

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Client Portal

Real-time transparency for clients.

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Advisor Portal

One platform for the full wealth process.

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Planning

Connect client goals to performance.

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Summit Experience

Premier client and firm experience.

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By the Numbers

Built on the Platform the Industry Trusts

#1
in 2026 T3 Survey1CRM, Portfolio Accounting, All-in-One
17 of 20
Top Barron's RIAs4Run on Orion
99%
Reconciliation3Before market open
95%
Client retention3Industry-leading
90%
Service requests3Resolved in <60 seconds
85%
Of our largest clients3Use Orion Trading
100%
Data via API3Integration-ready
8 of 9
Mega RIAs4On the platform

 

 

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

 

Mike Klauke
Klauke Investments and Insurance Services

Open Platform

Your Stack Stays Yours

Orion connects with 100+ partners across custody, planning, data, and trading — so consolidating your operations doesn't mean ripping out the tools your team already trusts.

Fewer Logins. One Client Record.

Single sign-on, shared data, and integrated workflows.

Explore Integrations

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

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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

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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

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From Constraint to Control

Orion absorbs the operational, data, and prep work that fragments most firms — freeing your team to spend the day with clients instead.

Automate Your Back Office

Orion's platform handles reconciliation, billing, performance, and oversight — so the back office runs in the background, not in the foreground of your team's day.

Orion
Denali Data

Unify Your Data

Reconcile less. Rekey less. Debate which number is right less. Orion's Denali Data Layer pulls every system into one connected dataset that every workflow inherits.

Free Your Advisors

Less time prepping. More time advising. Denali AI drafts summaries, surfaces exceptions, and suggests next steps — so the day shifts back to where it counts.

Denali Home
Built to Scale

Grow the Firm. Not the Headcount.

The firms growing fastest on Orion aren't the firms hiring the fastest. Automation in billing, trading, and compliance lets lean teams stay ahead of growth — see how it plays out in practice.

Who We Serve

Orion supports firms that range from solo RIAs to enterprise broker-dealers.

TAMPs

RIAs

Advisors

Advisors in Transition

Chief Technology Officer

Technology Leaders

Chief Compliance Officer

Chief Compliance Officers

Broker Dealer

Broker Dealers

DDK
The Complete Overview

Inside the Orion Platform

Capabilities, integrations, services, and the outcomes Orion clients see — packaged for your evaluation team in one document.

Download the Overview

 

 

Tech that Powers Your Success

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

Request a Demo

Frequently Asked Questions

What is Orion Advisor Technology?

Orion Advisor Technology is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks and trust companies, and family offices. It combines portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, an advisor portal, and embedded AI (Denali AI) — all in one connected platform. According to the T3 Inside Information Software Survey, Orion holds the #1 market share in CRM, Portfolio Accounting, and All-in-One Software.1

What products does Orion Advisor Technology include?

Orion Advisor Technology brings together twelve connected products that cover the full advisor workflow — from prospecting and planning to portfolio management, trading, billing, reporting, and client engagement. Core offerings include Redtail CRM, Client Portal, Advisor Portal, Planning, Summit Experience, Portfolio Accounting, Trading, Compliance, Risk Intelligence, Denali Data Layer, Denali AI, and Strategic Insights.

Is Redtail CRM part of Orion Advisor Technology?

Yes. Redtail is Orion's CRM, an Orion company. 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 Denali AI?

Denali AI is Orion's enterprise AI layer for financial advisors and operations teams. It connects data, workflows, and insights across CRM, planning, portfolio management, trading, reporting, and risk into a unified intelligence layer. Outputs are designed to be reviewed by financial professionals before client use.

What is the Denali Data Layer?

The Denali Data Layer is Orion's wealth-tech-optimized data engine. It ingests data from Orion, Redtail, custodians, third-party CRMs, and other non-Orion sources, then normalizes it — without requiring firms to rebuild their tech stack. The Data Layer powers Orion Summit Experience, Strategic Insights, and Denali AI.

Can I use Orion's products independently or only as a suite?

Both. Each Advisor Technology product can be used independently and integrated with whatever tools a firm already uses. Firms that adopt the full platform get a single agreement, single integrated UX (Orion Advantage), and connected workflows across all twelve products.

Is Orion Advisor Technology SOC 2 compliant?

Orion maintains SOC 2 compliance and other industry-standard security and privacy attestations. Current attestations and security documentation are available at trustcenter.orion.com. Customer data is not used to train third-party AI models, and Denali AI runs on customer-isolated data.

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¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for 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: 2025 Top 100 RIA Firms, Barron's, 2025.

Orion has not compensated Mike Klauke from Klauke Investments and Insurance Services or Jamie Wilson from Capital 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 Mike Klauke or Jamie Wilson for the supplied statements.

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