Orion’s Exclusive Offer for Morningstar Office Users

Customize Your Transition to Advanced Advisor Technology

As Morningstar Office sunsets, Orion is here to support your firm’s transition with tailored solutions that integrate seamlessly with Redtail CRM and enhance your service offerings.

With extensive experience helping firms transition from Morningstar Office, we understand the importance of preserving your firm’s data.

That’s why we offer complimentary historical data conversions — no hidden fees, just a smooth transition for your firm’s future success. Plus, enjoy exclusive offers, including 25% off our comprehensive tech stack for the first year, and we’ll honor your Redtail discounts. Schedule a custom consultation today to explore how Orion can help meet your firm’s unique needs.

Your Seamless Transition Starts Here

Request a Consult for Converting to Orion Advisor Technology

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Resources for Your Transition

Seamless Transition from Morningstar Office to Orion Tech

Join our webinar to learn how Orion's integrated solutions — including Redtail CRM, planning, and behavioral finance tools — can make your transition effortless and boost your firm's performance.

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Weekly Wire: 1.21.25

Transition Incentives for Morningstar Office Users

Orion Advisor Technology announces a comprehensive package of incentives and an integrated wealth management platform for advisors impacted by Morningstar Office’s discontinuation.

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January 2025 Monthly Commentary

Innovation That Empowers Advisors

Legacy Reed
With a commitment to continuous innovation, Orion empowers financial advisors with cutting-edge solutions that help them keep ahead. Under the leadership of Reed Colley, President of Orion Advisor Technology, we push boundaries to deliver tools that help advisors and their clients thrive. At Orion, we don't believe in the status quo —  we are focused on driving progress and enhancing the Orion platform to empower today’s advisors to achieve more.

Orion Announces Acquisition of Summit Wealth Systems

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Webinar: Orion + Summit Wealth Systems

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FREE WEBINAR

Make the Switch Seamless

Learn how to easily transition from Morningstar Office to Orion Advisor Tech and take advantage of exclusive conversion offers.
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Impacted by Morningstar TAMP? We Can Help.

In addition to the shutdown of Morningstar Office, the acquisition of Morningstar's TAMP business is giving advisors an important decision to make. Orion offers an open-architecture TAMP solution, giving advisors access to a broad selection of investment solutions, ensuring flexibility for their clients.

By choosing Orion, advisors can leverage an integrated ecosystem, including Redtail CRM and tax-efficient strategies, to better serve their clients.

Navigate the TAMP Transition With Confidence

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Morningstar Office is a service mark of Morningstar, Inc.