Your brand.
Our stack.
One portal.

Orion Client Portal is the digital client experience for advisor firms — a fully branded portal where clients see their portfolios, financial plan, goals, and statements. It is part of the broader Orion ecosystem, designed so client view and advisor view stay aligned.

Yes. Orion Client Portal is fully branded to the advisor firm, presented to clients as "a fully branded, one-stop mobile experience" for all of their financial and investments needs.

Yes. The Client Portal offers a mobile-friendly experience. Clients can view portfolios, run plan scenarios, communicate with advisors, and receive event-based notifications from their phone.

Clients see portfolio performance, account balances, goals progress (when paired with Orion Planning), behavioral-finance tools (BeFi20, the 3D Risk Profile, PulseCheck, Protect-Live-Dream), interactive performance presentations delivered in real time, and other financial information. Advisors configure the client experience to fit their firm and each client.

Black Diamond Client Experience is the client-facing layer of SS&C's Black Diamond Wealth Platform. Orion Client Portal is differentiated by deeper integration with Orion's behavioral-finance tools (BeFi20, 3D Risk Profile, PulseCheck, Protect-Live-Dream) and Orion Planning — so client view and advisor view stay aligned across reporting, planning, and trading. Both offer mobile access and white-labeling; the difference comes down to which underlying platform's ecosystem they sit inside.

Tamarac Client Portal is part of Envestnet's Tamarac wealth management platform. Orion Client Portal is differentiated by deep integration with Orion's behavioral-finance tools (BeFi20, 3D Risk Profile, PulseCheck, Protect-Live-Dream) and Orion Planning — and by being part of the broader Orion stack, which includes Redtail CRM, Risk Intelligence, and Compliance. Buyers comparing the two typically weigh which underlying platform fits their broader operations and what additional capabilities they want bundled in.

Advyzon is an integrated all-in-one wealth management platform that includes a client portal as part of its bundled offering. Orion Client Portal is part of Orion's broader ecosystem — including Orion Planning, Redtail CRM, and the behavioral-finance tools (BeFi20, 3D Risk Profile, PulseCheck, Protect-Live-Dream) — and is included across Orion's Stack tiers (Foundation, Essentials, Advantage). Buyers comparing the two typically weigh the maturity of each platform's broader ecosystem and the depth of integration with planning and behavioral finance.

Email, video, and text communications are supported, with content advisors can personalize for each client. Automated notifications can be triggered by critical events, reaching clients through the channels they prefer.

Orion's security and compliance standards apply across the Orion Client Portal. For current attestations, certifications, and security documentation, the Orion Trust Center (trustcenter.orion.com) is the authoritative source.

Yes. Client Portal is included in all three Orion Stack tiers — Foundation, Essentials, and Advantage — starting at $13,000, $18,000, and $28,000 annually. Each tier adds additional Orion tools (Trading, Risk Intelligence, Compliance, and others at the Advantage tier). Inside the Advantage Stack specifically, the client experience includes front-page access to the financial plan.

Yes. Orion's behavioral-finance (BeFi) tools — BeFi20, the 3D Risk Profile, PulseCheck, and the Protect-Live-Dream framework — surface inside the Client Portal to keep clients engaged with their long-term goals. These tools originate in Orion Planning and flow into the client experience via API.