Orion Advisor Solutions

Run Your Firm. Not Your Tech Stack.

Orion is the wealthtech platform for financial advisors. CRM, planning, portfolio accounting, trading, compliance, and AI — built to work as one.

• ​#1 in 2026 T3 Survey: CRM, Portfolio Accounting, All-in-One
• ​$5.9T advisor-managed assets administered on Orion
• ​17 of 20 top Barron's RIAs run on Orion
• ​100,000+ investment professionals served on Redtail CRM
• ​100+ integration partners (custodians, planning, data, etc.)
• ​25+ years of advisor wealthtech leadership

Meet Orion Denali AI

Advisors don’t need more tech — they need connected tech that works together. Denali AI brings data, workflows, and insights across the Orion ecosystem into a unified intelligence layer, helping firms make smarter decisions and create capacity to move faster with confidence.

From CRM and planning to portfolio management, reporting, and risk, Denali AI turns fragmented systems into actionable insight — while keeping people at the center of every decision.

Your Firm. Your Model. Your Choice.

Every firm grows differently. Orion gives you the flexibility to choose the technology, investment solutions, and service model that fit your business.

Whether you manage portfolios in-house, outsource investment management, or need enterprise-scale support, Orion helps you build around your firm’s strategy, not someone else’s structure.

Advisor Managed

Keep control with tools to scale.

Partially Outsourced (OCIO)

Grow your firm — not your workload.

Fully Outsourced (TAMP)

Focus on serving your clients.

How Orion Works for You

Whether you’re wearing every hat at a startup RIA or leading enterprise operations, Orion’s flexible platform helps you deliver, grow, and thrive — on your terms.

• ​I'm an Independent Advisor
• ​I Lead Operations
• ​I Manage Tech + Data
• ​I'm a Growth-Focused RIA
• ​I Serve High-Net-Worth Clients

For solo and small-team practices

Run Lean. Scale Smarter.

Orion gives independent advisors one platform for client relationships, planning, portfolio accounting, and trading — so the back office runs itself and the advisor runs the business.

Orion clients report 40% higher organic growth rates than non-Orion firms in 2025.

For COOs and operations leaders

Power your back office with tech you can trust.

Orion connects reporting, billing, compliance, and trading into a single operational layer — purpose-built for fiduciaries and audited at scale. Less time reconciling, more time leading.

Advisors report that AI and streamlined workflows will be the biggest force multipliers for firm success.

For CTOs and technology leaders

Open platform. Closed loops.

Orion's Denali Data Layer ingests data from Orion, Redtail, custodians, and other third-party integration sources — so technology leaders deliver a single source of truth without rebuilding their tech stack.

In 2026, most financial advisors say their firms will focus on optimizing technology integration and using AI.

For founders and lead advisors scaling AUM

Turn insight into action.

Orion combines planning, behavioral finance, CRM (Redtail), and Denali AI to drive referrals, retention, and AUM growth. From your first $50M to your first $1B, the platform scales with the firm.

Park City Wealth Advisors: $15M to $150M AUM in 18 months on Orion.

For HNW and UHNW practices

Offer more, without doing more.

Custom indexing, tax-aware trading, and the Wealth Advisory team let advisors deliver the personalization HNW clients expect — at scale, without operational drag.

46 hours saved per high-net-worth account, per year, with Orion Custom Indexing.

Our Solutions

Everything You Need. Connected By Design.

Orion unifies your tech and investment operations in one powerful platform — helping your team move faster, your clients stay engaged, and your firm keep growing.

Redtail CRM

Manage client relationships with the industry’s most-adopted CRM — now deeply integrated with Orion’s full platform.

Compliance

Stay audit-ready with real-time alerts, trade surveillance, and integrated compliance workflows.

Orion Planning

Help clients visualize their future with flexible planning tools that turn goals into guided action.

Trading

Place trades with confidence using scalable automation, model management, and oversight tools.

Portfolio Accounting

Automate performance reporting, billing, and oversight in a single dashboard built for fiduciaries.

Client Portal

Deliver real-time transparency with a personalized, mobile-first experience your clients will love.

Custom Indexing

Offer personalized portfolios with tax-efficient strategies and values-based customization.

OCIO and TAMP Solutions

Tap into institutional investment strategy — or offload operations entirely to focus on growth.

Integrations

Connect with the tools you already use for a seamless, unified experience.

Find Your Solution

Speak with someone who understands your business.

Firms Like Yours Are Growing Faster With Orion

From solo advisors to top RIAs, Orion powers thousands of firms with flexible tech, scalable investments, and the confidence to grow.

To feel like I can compete with anybody, that’s been a game-changer for us with the OCIO services at Orion.

Brad Gotto

Fiat Wealth Advisors

Our firm had $15M in assets and within 18 months we had $150M. The OCIO business ... just made my business go crazy.

Morgan Lemaitre

Park City Wealth Advisors

[With Eclipse] we're doing things we couldn't have done before.

Laura Hubbell

SignatureFD

We leverage Orion to make our advisors’ lives easier on the administrative side so they have time for the client side.

Emily Reitan

Foundations Investment Advisors

The service level at Orion is unparalleled.

Neal Carlson

Forthright Family Wealth

Orion makes my back office easy. So that allows me to spend time with my clients.

Mike Klauke

Klauke Investments and Insurance Services

The main ingredient for me is the Investment team. The talent that they bring to the table is exceptional.

Barby Barone

Biltmore Advisors

Wealth Advisory is such a standout, and there’s nobody competing with it.

Joe Graziano

FFP Wealth Management

The partnership we have with the Orion Custom Indexing team is transformational to our business and for our clients.

Jeff Silverman

Alera Group

We're very extensive users of the Orion tools. We use a lot of them.

Bob Phillips

3EDGE Asset Management

Orion speaks RIA ... When I first came across Orion, I was like, "Oh my God, the thing thinks like we're trying to think."

David Connelly

Symmetry Partners

Frequently Asked Questions

What is Orion?

Orion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices. It combines portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and embedded AI (Denali AI) with flexible investment solutions including TAMP and OCIO — all in one connected platform.

What does Orion offer?

Orion Advisor Solutions has two integrated divisions. Orion Advisor Technology includes portfolio accounting, Redtail CRM, trading, planning, compliance, the client portal, the advisor portal, and Denali AI. Orion Wealth Management includes TAMP, OCIO, custom indexing, wealth advisory, cash and more.