Orion

by Orion Advisor Solutions

Tech platform for advisors.

4.2(400)Wealth Management

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Reviewed by the Softwares.com Editorial Team · Last updated June 2026 · How we rate

Key facts

Vendor: Orion Advisor Solutions
Pricing: Subscription — Custom
Free tier: No
Platforms: Web, Ios, Android
Best for: Rias, Advisors
Editor rating: 4.2 / 5
Founded: 1999
Headquarters: Omaha, NE, USA

What is Orion?

Orion is a wealth management tool from Orion Advisor Solutions. Orion provides portfolio management, reporting, and financial planning tools for RIAs and advisors.

Orion uses subscription pricing. Custom.

It's best suited to rias, advisors and runs on Web, Ios, Android.

Standout strengths include end-to-end advisor tech, portfolio + planning, scales. Worth weighing: complex, enterprise pricing.

Orion pricing

Custom

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Pros

End-to-end advisor tech
Portfolio + planning
Scales

Cons

Complex
Enterprise pricing

Orion vs alternatives

Orion vs Holistiplan Orion vs Rightcapital Orion vs Advyzon Orion vs Wealthbox Orion vs Altruist Orion vs Addepar

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User reviews

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Frequently asked questions

What is Orion?

Orion provides portfolio management, reporting, and financial planning tools for RIAs and advisors.

How much does Orion cost?

Orion is subscription-priced.

Does Orion have a free trial?

Orion does not advertise a free trial.

What platforms does Orion support?

Orion is available on Web, Ios, Android.