Orion Advisor Technology
Orion Advisor Technology is an all-in-one wealthtech platform offering twelve integrated products—including CRM, planning, portfolio accounting, trading, compliance, and AI-powered data solutions—designed to streamline operations and accelerate organic growth by nearly 40% for advisor firms through connected technology, embedded intelligence, and integrated workflows.
🎟 Don't Miss Our Limited $849 Ascent Offer — Save $350 With Code ASCENT27EB. Register Now →
Orion Advisor Technology
Run a firm where every advisor can thrive.
Orion is the all-in-one wealthtech platform behind more advisor firms than any other.¹ CRM, planning, portfolio accounting, trading, compliance, and AI — built to work as one.
Get a Consult Build Your Stack
The Growth Difference
40%
Orion clients grew organically nearly 40% faster than non-Orion firms in 20252 — with connected tech, embedded intelligence, and integrated workflows.
That's how.
Advisor Technology Solutions
Tailored to How You Work
Twelve connected products, organized around how your firm operates. Use one. Use them all. Every Orion product is built to make the others stronger.
monitoring
Run Trading & Operations
The back-office and trading infrastructure that keeps a fiduciary firm running.
Portfolio AccountingTradingComplianceRisk Intelligence
auto_awesome
Power with Data + AI
The data layer and AI that ties Orion together — and gets a firm AI-ready.
ISO/IEC 42001 Certified — the international standard for AI management systems.
Denali Data LayerDenali AIStrategic Insights
groups
Manage Client Relationships
Build, deepen, and serve every client relationship from a single platform.
Redtail CRMClient PortalAdvisor PortalPlanningSummit Experience
All Products
Explore the Orion Technology Platform
Run Trading and Operations
4 products
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
3 products
Denali Data Layer
Connect cross-system data, including non-Orion sources.
Denali AI
AI built to help advisors and wealth management firms grow.
Strategic Insights
Transform key data into growth insights.
Manage Client Relationships
5 products
Redtail CRM
The industry's most-adopted advisor CRM.1
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
Built on the Platform the Industry Trusts
#1
in 2026 T3 Survey1CRM, Portfolio Accounting, All-in-One
18 of 20
Top Barron's RIAs4Run on Orion
99%
Reconciliation3Before market open
95%
Client retention3Industry-leading
90%
Service requests3Resolved in <60 seconds
65%
Tech stack utilization2vs. 55% for non-Orion advisors
67%
Streamlined operations2Top way tech supercharges advisors
9 of 9
Mega RIAs4On 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
Open Platform
Your Stack Stays Yours
Orion connects with 100+ partners across custody, planning, data, and trading — so consolidating your operations doesn't mean ripping out the tools your team already trusts.
Fewer Logins. One Client Record.
Single sign-on, shared data, and integrated workflows.
From Constraint to Control
Orion absorbs the operational, data, and prep work that fragments most firms — freeing your team to spend the day with clients instead.
Automate Your Back Office
Orion's platform handles reconciliation, billing, performance, and oversight — so the back office runs in the background, not in the foreground of your team's day.
Unify Your Data
Reconcile less. Rekey less. Debate which number is right less. Orion's Denali Data Layer pulls every system into one connected dataset that every workflow inherits.
Free Your Advisors
Less time prepping. More time advising. Denali AI is built do create advisor capacity and capture opportunity so that you can scale your firm intelligently and shift your day back to where it counts.
Built to Scale
Grow the Firm. Not the Headcount.
The firms growing fastest on Orion aren't the firms hiring the fastest. Automation in billing, trading, and compliance lets lean teams stay ahead of growth — see how it plays out in practice.
Press O for more options
Click for sound
0:59
For Every Role at a Modern Firm
Whatever Role You Play, Orion Works for You
Orion supports the people running a firm — from RIA principals scaling their first $500M to enterprise broker-dealers managing thousands of advisors, and the COOs, CTOs, and CCOs who make modern wealth firms run.
RIAs
Advisors in Transition
Technology Leaders
Chief Compliance Officers
Broker Dealers
The Complete Overview
Inside the Orion Platform
Capabilities, integrations, services, and the outcomes Orion clients see — packaged for your evaluation team in one document.
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) — all 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.1
What products does Orion Advisor Technology include?
Orion Advisor Technology brings together twelve connected products that cover 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, an Orion company. It is the most-adopted CRM among financial advisors and is purpose-built for wealth management workflows. Redtail can be used independently or fully integrated with Orion's planning, portfolio accounting, trading, and compliance products.
Orion Denali AI is the AI platform for wealth management firms, built to do the work that helps firms grow. It works inside the Orion products your teams use every day, across those products, and out in the third-party systems your business depends on. Outputs are designed to be reviewed by financial professionals in all cases.
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.
Blog
09.14.26
From Software to Solutions: Why Less Is the New More
Blog
08.26.26
AI Governance Isn't a Barrier. It's the Foundation.
Blog
08.19.26
Your CRM Is Ready for AI. Your Data Probably Isn't.
Blog
09.02.26
What "In the Client's Best Interest" Means When the Client's Data Is on the Line
Blog
09.14.26
From Software to Solutions: Why Less Is the New More
Blog
08.26.26
AI Governance Isn't a Barrier. It's the Foundation.
Blog
08.19.26
Your CRM Is Ready for AI. Your Data Probably Isn't.
Blog
09.02.26
What "In the Client's Best Interest" Means When the Client's Data Is on the Line
Blog
09.14.26
From Software to Solutions: Why Less Is the New More
Blog
08.26.26
AI Governance Isn't a Barrier. It's the Foundation.
Blog
08.19.26
Your CRM Is Ready for AI. Your Data Probably Isn't.
Blog
09.02.26
What "In the Client's Best Interest" Means When the Client's Data Is on the Line
¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.
²Source: 2026 Orion WealthTech Survey.
³Source: Proprietary Orion data, as of 7/28/2023.
⁴Source: 2026 Top 100 RIA Firms, Barron's, 2026.
Orion has not compensated Mike Klauke from Klauke Investments and Insurance Services or Jamie Wilson from Capital Advisors specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Mike Klauke or Jamie Wilson for the supplied statements.
Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.
2877-U-26279
A2A
BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BNY Mellon Pershing
About Our Integration
Orion receives daily data files from BNY Mellon Pershing. Additionally, the Orion and BNY Mellon Pershing integration supports integrated trade file capabilities, as well as advisory fee billing files.
About Integration Partner
As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.
Points of Integration
- Advisory Fee Billing Files
- Daily Data Files
- Trade Files
eMoney
About Our Integration
eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault adds additional efficiencies.
About Integration Partner
eMoney Advisor, LLC (“eMoney”) offers transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.
Points of Integration
- Access to Orion Account-Level Data
- Orion Client Portal Integration
- Reporting Integration
- Single Sign-on
Fidelity Clearing and Custody Solutions
About Our Integration
Orion & Fidelity Clearing and Custody Solutions integrate to offer a digital account opening workflow, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities.
About Integration Partner
Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.
Points of Integration
- Access to Integration Partner's Data within Orion
- Digital Account Opening
- Insight Presentation Integration
- Single Sign-on
- Trade Files
MoneyGuide
About Our Integration
Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.
About Integration Partner
MoneyGuide, created by PIEtech®, is an interactive web-based financial planning software that scales to meet the needs of all financial professionals. Smart and adaptable, you can now provide a profitable planning experience for every client.
Points of Integration
- Access to Orion Account-Level Data
- Insight Presentation Integration
- Orion Client Portal Integration
- Reporting Integration
- Single Sign-on
Morningstar
About Our Integration
Morningstar® ByAllAccountsSM provides financial account aggregation from over 15,000 different financial institutions to Orion advisors and their clients. Advisors can collect a 360 degree view of their clients’ assets, both held direct and held away. Orion uses this aggregated data to drive performance reporting and holistic reporting for their advisors.
About Integration Partner
Morningstar® ByAllAccountsSM is an aggregation provider that focuses exclusively on investors, advisors, and the enterprises who support them. With over 22 years of experience, Morningstar® ByAllAccountsSM understands what it takes to deliver high-quality, interoperable account data for the complex needs of the wealth management industry. They are a trusted partner of the industry’s leading portfolio management platforms.
Points of Integration
- Daily Data Files
- Single Sign-on
Redtail CRM
About Our Integration
Access Orion data directly from Redtail, including new accounts updated daily and a two-way data sync for contact records Redtail also features several key Orion features within the platform including Insight, the Eclipse Trading widget, Orion Reports, and the ability to send a new contact directly into Orion’s New Account Center, creating a household and launching required forms through Quik! or LaserApp.
About Integration Partner
Redtail Technology, Inc. is the leader in web-based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
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
About Our Integration
Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion.
About Integration Partner
Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.
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
About Our Integration
Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab.
About Integration Partner
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
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