Stacks – Prospects

See the Orion Advantage Stack in Action

Streamline your day and focus on clients relationships with a single, connected technology experience.

One Integrated UX. One Agreement.

Banish siloed tech forever and get every tool — plus deep integrations — you need you won’t find anywhere else through a single agreement.

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.

Power Your Succes

Attract new clients, connect planning goals to investment strategies, and ultimately achieve your investor’s goals with a tech stack built for you to scale.

Seamlessly bring together all the tech you need to scale your growth — including Redtail CRM, billing, financial planning, client portal, trading, and more.

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Get Your Biggest Advantage Yet

See for yourself why Orion is one of the top All-In-One Software programs used by advisors.¹

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¹Source: 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.