57% of Advisors

believe a lack of integration between their core applications is their biggest technology pain point.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 Stack?

Foundation

Cornerstone technology for building your firm.

The Foundation stack includes:

  • Redtail Launch Plan
    • Basic Redtail CRM
  • Client Portal & Mobile App
  • Orion Planning
  • Alternative Investment Platform
  • Portfolio Accounting
    • Billing, Full Reporting Functionality, Plus 1 Custom Report Built by Orion
  • Access to:
    • Custom Indexing
    • Orion OCIO
    • Outsourced Trade Desk
    • Professional Services, Including Alternative Maintenance

Essentials

Tools to scale on your growth journey.

Essentials includes everything in the Foundation stack, plus:

  • Redtail Growth Plan
    • Redtail CRM, Redtail Speak, Redtail Imaging
  • Proposals & New Accounts
  • Business Intelligence
  • Orion Trading
  • Access to:
    • Communities

Advantage

Maximize efficiency, growth, and advisor-client experience.

Advantage includes everything in the Foundation and Essentials stacks, plus:

  • Portfolio Accounting
    • 4 Custom Reports Built by Orion
  • Amazon Redshift Data Streaming
  • Advisor Advocate (a dedicated point of contact to propel your success)
  • Orion Compare
  • Orion Risk Intelligence
  • Orion Compliance (Employee, Firm, and Client Oversight)

Foundation

Cornerstone technology for building your firm.

The Foundation stack includes:

  • Redtail Launch Plan
    • Basic Redtail CRM
  • Client Portal & Mobile App
  • Orion Planning
  • Alternative Investment Platform
  • Portfolio Accounting
    • Billing, Full Reporting Functionality, Plus 1 Custom Report Built by Orion
  • Access to:
    • Custom Indexing
    • Orion OCIO
    • Outsourced Trade Desk
    • Professional Services, Including Alternative Maintenance

Essentials

Tools to scale on your growth journey.

Essentials includes everything in the Foundation stack, plus:

  • Redtail Growth Plan
    • Redtail CRM, Redtail Speak, Redtail Imaging
  • Proposals & New Accounts
  • Business Intelligence
  • Orion Trading
  • Access to:
    • Communities

Advantage

Maximize efficiency, growth, and advisor-client experience.

Advantage includes everything in the Foundation and Essentials stacks, plus:

  • Portfolio Accounting
    • 4 Custom Reports Built by Orion
  • Amazon Redshift Data Streaming
  • Advisor Advocate (a dedicated point of contact to propel your success)
  • Orion Compare
  • Orion Risk Intelligence
  • Orion Compliance (Employee, Firm, and Client Oversight)

Unlock Your Advantage

Stacks Intro
Stacks Prospect
Stacks Invest
Stacks Plan
Stacks Achieve

Stack and Save

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

Request a Demo
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.

See More

Plan

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

See More

Invest

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

See More

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.

See More
Man on Orion Star
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Our Leadership on Orion Stacks

Join Eric Clarke, Founder and Board Member, and Brian McLaughlin, President, Advisor Tech, for an exclusive look at how Orion Stacks empower you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

Explore the best stack for you, and see for yourself how Stacks create greater momentum for your firm, enabling you to finally focus on what matters most — growing and scaling your business.

Watch Now

Power your success with the
#1 All-In-One Software Program
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 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.