What's In Your Tech Stack
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Foundation |
Essentials |
Advantage |
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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 Plan |
Get 15% Off Any Redtail Plan |
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| Orion Risk Intelligence |
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| Orion Compare | |
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Orion Compliance |
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| Amazon Redshift Data Streaming | |
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| Advisor Advocate | |
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| Starts At | $13,000 Annually | $18,000 Annually | $28,000 Annually |
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Related Content
¹Source: https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration
²Source: Orion Advisor WealthTech Survey, 2023
³Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for All-In-One Software Programs.
Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.
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.
Compliance Code: 1 2 5 6, Orion Advisor Technology, May 20, 2024