Breakaway Advisors

Transition Your Advisory
Firm with Confidence

Make your break with the right resources, support, and seamless technology.

Solutions for Breakaway Advisors

Don’t Confuse Independent with Alone

Every critical solution, one cohesive experience. Say goodbye to silos and get all the technology you need to break away and build your business the way you see fit — in one integrated platform, under one agreement.

Independent Advisor

Tech You Need to Succeed

Get a jumpstart on the competition with a full suite of advisor tech built to power your business — and set you on the path to greater growth — from day one.

Seamlessly Integrated

You already know how you like to work. Our 100+ deep integrations empower you to keep it that way.

Support to Help You Scale

We’re your transition co-pilot, with deep implementation support, comprehensive resources and expert guidance available on demand.

Breakaway Advisor Technology

Your Complete Tech Toolkit

From startup to growth mode and beyond.

Portfolio Accounting

Calculate, charge and collect fees any way your firm does business and get paid faster.

Redtail CRM

The foundation of your business is your clients. We've got your client relationship management solution.

Client Portal

Create unforgettable client experiences with the technology they expect.


Always be audit-ready with flexible, automated RegTech.

Risk Intelligence

Start client conversations off right with next-level business intelligence and risk analytics.


Seamlessly connect your clients’ financial goals with investment strategies.


Scale back-office processes from the start with Orion’s fully integrated trading suite.


Deliver custom, comprehensive and accurate investment performance data to clients.

Growth Your Way

Find Your Fit

Get growth on your terms when you make your break. Whether you need integrated advisor tech to help you build your business, or a turnkey platform designed to help you scale, we have a solution to support your transition.

Advisor Tech

Harness constant innovation, scalable solutions, and an integrated platform — under one agreement — designed to help you win new business, streamline operations, and create stronger client relationships.

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Client Portal

Grow with the Orion Network

Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.

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Tech-Enabled TAMP

Deliver an exceptional client experience by seamlessly integrating intuitive technology, flexible investment options, and hands-on support in one cohesive, open architecture solution.

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Advisor Walking
Free Resource: Playbook

Breakaway Playbook: Selecting the Very Best Advisor Tech

As an advisor new to independence, the biggest challenge could very well be that you don’t know what you don’t know. That’s a lonely — and frightening — place to be.

You probably have just a few questions. Luckily, we have answers that will help you take your next steps with confidence. Download our free playbook for insight and guidance on your journey, including what to look for when choosing your advisor tech to power your new firm’s growth.

Orion Stacks
Introducing Orion Stacks

One Integrated UX. One Agreement. All the Power of Orion.

57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.² Orion Stacks is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

Tech-Powered Independence

Build the tech stack you need to make your break with the #1 All-In-One Software Program used by advisors.1

¹Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs.