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Orion review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Orion is best for firms that want one connected platform. Pricing: Contact vendor. Skip it if you only need one point solution.
How we review: this is an editorial summary of what Orion publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Firms that want one connected platform |
|---|---|
| Category | Portfolio analytics & proposals |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | orion.com/ |
What Orion does
Orion combines portfolio accounting, Redtail CRM, planning, trading, compliance, a client portal and its Denali AI layer, alongside TAMP and OCIO investment services.
Key capabilities, per Orion
- Portfolio accounting, Redtail CRM, planning, trading and compliance
- Client portal and Denali AI layer
- TAMP and OCIO investment services
Skip it if
You only need one point solution.
What to check before you buy
- Ask how pricing works (often tied to assets or accounts).
- Clarify which modules are in the quote.
- Plan for a migration project.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Orion compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Orion | Contact vendor | None listed | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
| Altruist | See vendor | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Orion vs Addepar · Orion vs Altruist · All Orion alternatives
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FAQ
Is Orion good for financial advisors?
It's a strong fit for firms that want one connected platform. Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI.
What are Orion's main features?
Portfolio accounting, Redtail CRM, planning, trading and compliance. Client portal and Denali AI layer. TAMP and OCIO investment services.
Who should not use Orion?
You only need one point solution.
How much is Orion?
Orion prices by quote; it doesn't publish prices.