Orion Advisor Solutions

Orion Advisor Technology

Orion Advisor Technology is a comprehensive wealthtech platform offering integrated CRM, planning, portfolio accounting, trading, compliance, and AI-powered tools that enable advisor firms to grow 40% faster organically by streamlining operations, enhancing client relationships, and providing data-driven insights, with industry-leading adoption among top RIAs and high client retention rates.

Run a firm where every advisor can thrive.

Orion is an all-in-one wealthtech platform supporting more advisor firms than any other. It offers CRM, planning, portfolio accounting, trading, compliance, and AI—all designed to work together seamlessly.

The Growth Difference

Orion clients grew organically nearly 40% faster than non-Orion firms in 2025, thanks to connected technology, embedded intelligence, and integrated workflows.

Advisor Technology Solutions

Tailored to How You Work

Orion provides twelve connected products, organized around firm operations. Each product strengthens the others, and you can use one or all.

Run Trading & Operations

  • Portfolio Accounting
  • Trading
  • Compliance
  • Risk Intelligence

Power with Data + AI

  • Denali Data Layer
  • Denali AI
  • Strategic Insights

Manage Client Relationships

  • Redtail CRM
  • Client Portal
  • Advisor Portal
  • Planning
  • Summit Experience

Explore the Orion Technology Platform

Run Trading and Operations

  • Portfolio Accounting: Billing, reporting, and performance at scale.
  • Trading: Tax-intelligent trading at scale.
  • Compliance: Get your firm exam-ready with ease.
  • Risk Intelligence: Understand risk, uncover opportunity.

Power with Data + AI

  • Denali Data Layer: Connect cross-system data, including non-Orion sources.
  • Denali AI: Enterprise AI that amplifies advisor impact.
  • Strategic Insights: Transform key data into growth insights.

Manage Client Relationships

  • Redtail CRM: The industry's most-adopted advisor CRM.
  • Client Portal: Real-time transparency for clients.
  • Advisor Portal: One platform for the full wealth process.
  • Planning: Connect client goals to performance.
  • Summit Experience: Premier client and firm experience.

By the Numbers

  • #1 in 2026 T3 Survey for CRM, Portfolio Accounting, All-in-One
  • 17 of 20 Top Barron's RIAs run on Orion
  • 99% reconciliation before market open
  • 95% client retention (industry-leading)
  • 90% service requests resolved in under 60 seconds
  • 65% tech stack utilization (vs. 55% for non-Orion advisors)
  • 67% cite streamlined operations as the top way tech supercharges advisors
  • 8 of 9 mega RIAs on the platform

"Orion makes my back office easy. So that allows me to spend time with my clients."
— Mike Klauke, Klauke Investments and Insurance Services

Your Stack Stays Yours

Orion connects with over 100 partners across custody, planning, data, and trading, allowing you to consolidate operations without replacing trusted tools.

Fewer Logins. One Client Record.

Single sign-on, shared data, and integrated workflows.

From Constraint to Control

Orion absorbs operational, data, and prep work that fragments most firms, freeing your team to focus on clients.

Automate Your Back Office

Orion's platform handles reconciliation, billing, performance, and oversight, so the back office runs in the background.

Unify Your Data

Orion's Denali Data Layer pulls every system into one connected dataset that every workflow inherits.

Free Your Advisors

Denali AI drafts summaries, surfaces exceptions, and suggests next steps, allowing advisors to spend more time advising.

Built to Scale

Grow the Firm. Not the Headcount.

Automation in billing, trading, and compliance lets lean teams stay ahead of growth.

For Every Role at a Modern Firm

Orion supports:

  • RIA principals scaling their first $500M
  • Enterprise broker-dealers managing thousands of advisors
  • COOs, CTOs, and CCOs who run modern wealth firms

Inside the Orion Platform

Capabilities, integrations, services, and the outcomes Orion clients see are available for evaluation.

Bring Orion to Your Firm

Talk with someone who understands what your firm needs to grow and the path to get there.

Frequently Asked Questions

What is Orion Advisor Technology?

Orion Advisor Technology is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks and trust companies, and family offices. It combines portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, an advisor portal, and embedded AI (Denali AI) in one connected platform. According to the T3 Inside Information Software Survey, Orion holds the #1 market share in CRM, Portfolio Accounting, and All-in-One Software.

What products does Orion Advisor Technology include?

Orion Advisor Technology brings together twelve connected products covering the full advisor workflow—from prospecting and planning to portfolio management, trading, billing, reporting, and client engagement. Core offerings include Redtail CRM, Client Portal, Advisor Portal, Planning, Summit Experience, Portfolio Accounting, Trading, Compliance, Risk Intelligence, Denali Data Layer, Denali AI, and Strategic Insights.

Is Redtail CRM part of Orion Advisor Technology?

Yes. Redtail is Orion's CRM and is the most-adopted CRM among financial advisors. It can be used independently or fully integrated with Orion's planning, portfolio accounting, trading, and compliance products.

What is Denali AI?

Denali AI is Orion's enterprise AI layer for financial advisors and operations teams. It connects data, workflows, and insights across CRM, planning, portfolio management, trading, reporting, and risk into a unified intelligence layer. Outputs are designed to be reviewed by financial professionals before client use.

What is the Denali Data Layer?

The Denali Data Layer is Orion's wealth-tech-optimized data engine. It ingests data from Orion, Redtail, custodians, third-party CRMs, and other non-Orion sources, then normalizes it—without requiring firms to rebuild their tech stack. The Data Layer powers Orion Summit Experience, Strategic Insights, and Denali AI.

Can I use Orion's products independently or only as a suite?

Both. Each Advisor Technology product can be used independently and integrated with whatever tools a firm already uses. Firms that adopt the full platform get a single agreement, single integrated UX (Orion Advantage), and connected workflows across all twelve products.

Is Orion Advisor Technology SOC 2 compliant?

Orion maintains SOC 2 compliance and other industry-standard security and privacy attestations. Current attestations and security documentation are available at trustcenter.orion.com. Customer data is not used to train third-party AI models, and Denali AI runs on customer-isolated data.

Integration Partners

BlackRock

Orion’s integration with BlackRock’s Advisor Center provides advisors with digital tools to facilitate strategic portfolio decisions, fuel client relationships, and grow business.

Points of Integration:

  • Single Sign-On

BNY Mellon Pershing

Orion receives daily data files from BNY Mellon Pershing and supports integrated trade file capabilities and advisory fee billing files.

Points of Integration:

  • Advisory Fee Billing Files
  • Daily Data Files
  • Trade Files

eMoney

eMoney pulls account balance and performance data to aid in the financial planning process. Orion reports can be run on demand inside eMoney, and Orion statements can be viewed inside the eMoney vault.

Points of Integration:

  • Access to Orion Account-Level Data
  • Orion Client Portal Integration
  • Reporting Integration
  • Single Sign-on

Fidelity Clearing and Custody Solutions

Orion & Fidelity integrate to offer digital account opening, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities.

Points of Integration:

  • Access to Integration Partner's Data within Orion
  • Digital Account Opening
  • Insight Presentation Integration
  • Single Sign-on
  • Trade Files

MoneyGuide

Orion integrates with MoneyGuide by pushing household/account level data for use in financial plans and pulling back plan report elements into Orion apps.

Points of Integration:

  • Access to Orion Account-Level Data
  • Insight Presentation Integration
  • Orion Client Portal Integration
  • Reporting Integration
  • Single Sign-on

Morningstar

Morningstar ByAllAccounts provides financial account aggregation from over 15,000 institutions to Orion advisors and their clients, enabling holistic reporting.

Points of Integration:

  • Daily Data Files
  • Single Sign-on

Redtail CRM

Access Orion data directly from Redtail, including new accounts updated daily and a two-way data sync for contact records. Redtail features several key Orion features within the platform.

Points of Integration:

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Access to Orion Household-Level Data
  • Insight Presentation Integration
  • Reporting Integration
  • Single Sign-on

Salesforce

Orion and Salesforce utilize a two-way sync, ensuring data accuracy in both apps. Portfolio data, account opening, and single sign-on are supported.

Points of Integration:

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Access to Orion Household-Level Data
  • Insight Presentation Integration
  • Reporting Integration
  • Single Sign-on

Charles Schwab

Orion integrates with Charles Schwab to provide single sign-on to the Advisor Center, real-time data from the OpenView Gateway, and a seamless digital account opening process.

Points of Integration:

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Digital Account Opening
  • New Account Center Integration
  • Orion Client Portal Integration
  • Single Sign-on
  • Trade Files

Sources:

  • T3/Inside Information Advisor Software Survey, 2026
  • 2026 Orion WealthTech Survey
  • Proprietary Orion data, as of 7/28/2023
  • 2025 Top 100 RIA Firms, Barron's, 2025

Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.

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