Business introduction
One Platform for Advisors. Infinite Possibilities
No matter your business model, Orion helps you grow — your way
Orion is a WealthTech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Orion Solutions
Advisor Portal
Access essential back-office and client management features from one dashboard. Create best-in-class client experiences with personalized proposals, BeFi-driven financial planning, and the mobile app. Experience streamlined trading, reporting, and billing so you can scale with ease. ...
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Portfolio & Wealth Management Systems
Client Portal
Attract new clients with best-in-class tech, connect planning goals to investment strategies, and help investors achieve their unique definition of success. Enable more effective conversations Connect clients' short-term and long-term goals with personalized investment strategies. Cater to client preferences at scale Deliver the data that matters most to clients. Provide greater transparency Give your clients a......
business needs
view solutionDenali: The Data Layer
Finally, data you can trust Fragmented data slows everything down, from misaligned reports to client views that can feel inconsistent. Denali fixes that by pulling in data from Orion, Redtail, custodians, CRMs, and other non-Orion sources, then normalizing it — without manual cleanup or rekeying. You get a centralized data layer that’s......
business needs
view solutionOrion Compliance
Manage the many sides of your firm’s compliance program so you’re always ready when the regulators call. Automate key processes, create a shared source of truth for your team, maintain essential filings and records, and finally take back time in your day — in one end-to-end platform. ...
business needs
view solutionOrion Denali AI
The core of a connected, intelligent firm Advisors don’t need more technology — they need their technology to work together. Orion Denali AI is the enterprise intelligence platform that unifies data, workflows, and insights across your entire ecosystem. From CRM and planning to risk and portfolio management, Denali AI transforms fragmented......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
Orion Planning
Deliver holistic advice, connect progress toward goals with investment performance, and collaborate on goals-based or cash flow planning — all on one powerful, easy-to-use platform. Leverage intuitive, easy-to-complete workflows Collaborate with clients on dynamic plans through quick, easy-to-navigate workflows. Make data-driven financial decisions Ensure your client’s financial wellbeing by running meaningful simulations, addressing hypothetical......
business needs
view solutionOrion Risk Intelligence
Customize for every client Customize your approach with every client and prospect with our BeFi-driven 3D risk profile, personalized proposal generator, and custom asset builder tool. Run stress testing and risk analytics Strategize based on goals and market realities, and show upside and downside risk. Compare your model with prospect holdings in the......
business needs
view solutionOrion Strategic Insights
Your firm’s most important answers are already in your data—if you can find them. Strategic Insights pulls in data from Orion and beyond to deliver instant, executive-ready dashboards tailored to your goals. Transform revenue and profitability metrics — like EBITDA and operating margins — into growth intelligence. Track revenue per advisor,......
business needs
view solutionOrion Summit Experience
Standard portals deliver data. The Summit Experience delivers distinction. Built as a premier offering for advisors who want more than the status quo, Orion’s Summit Experience transforms your existing tech into a unified, white-labeled experience that feels effortless, elegant, and entirely yours. Powered by Denali, our wealth-tech optimized data layer, it......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Client Engagement & Management
Portfolio Accounting
Say goodbye to stale data and menial, manual work. Tap into powerful portfolio accounting software designed to save you time, scale your back-office processes, and ultimately spur growth. End-to-End Technology Eliminate busywork and focus on your clients Drive business growth and do more for your clients by streamlining your daily portfolio accounting tasks. ...
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Redtail CRM
Feature-rich, customizable, cost-effective, and boasting a wealth of intelligent workflows that make your job easier, Redtail CRM provides all the tools you need to not only run your business, but grow it. Make working smarter a snap Workflows Ensure nothing falls through the cracks with custom, automated processes that make it easier for......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
Trading
Streamline your back-office with the capability to rebalance across your firm, sending trade orders directly to multiple custodians at one time. Take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios, or cash needs based on real-time analytics. Trade with accuracy Increase efficiency and provide greater value to clients through a fully customizable......
