Advisors' #1 technology pain point is disconnected tech

with many realizing they have room to grow in their tech usage.¹

When their tech is actually integrated, 50% of advisors report increased growth through new client acquisition — plus, greater operational efficiency (89%) and greater value to their clients (76%).²

 

What's In Your Tech Stack

 
 

Foundation

Essentials

Advantage

 

Cornerstone technology for building your firm

Tools to scale on your growth journey

Maximize efficiency, growth, and advisory-client experience

Billing and Reporting
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Orion Planning
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Client Portal and Mobile App
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Alternative Investing Platform
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Proposals and New Accounts 
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Orion Trading 
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Access to Communities 
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Business Intelligence 
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Redtail Growth PlanGet 15% Off Any Redtail Plancheckmarkcheckmark
Orion Risk Intelligence  checkmark
Orion Compare  checkmark
Orion Compliance  checkmark
Amazon Redshift Data Streaming  checkmark
Advisor Advocate  checkmark
Starts At$13,000 Annually$18,000 Annually$28,000 Annually

Unlock Your Advantage

Stacks Intro
Stacks Prospect
Stacks Invest
Stacks Plan
Stacks Achieve

Orion Loyalty Program

Get everything you need for your business at a better price when you use (or add) more of our technology and services.

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Orion Stacks
Prospect. Plan. Invest. Achieve.

Power Your Growth with Orion’s Fiduciary Flywheel

Our tech-enabled fiduciary process empowers you to seamlessly attract new clients; connect planning goals to investment strategies; and help achieve each investor’s unique definition of financial success.

Prospect

Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process.

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Plan

Engaging investors in a modern and collaborative goals-led financial planning experience to enable the delivery of holistic advice.

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Invest

Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans.

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Achieve

Providing our advisors with the tools and insights they need to show the value they’ve created in their client relationships and ultimately grow their business.

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Power your success with one of the
top All-In-One Software Programs
used by Advisors.³

Banish siloed tech forever and focus on what matters most — growing and scaling your business.

Request a Demo

Dig Deeper

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¹Source: https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration

²Source: Orion Advisor WealthTech Survey, 2023

³Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Orion Custom Indexing is an advisory service offered by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. OPS is a wholly owned subsidiary of Orion Advisor Solutions, Inc.

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.