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Orion
In one line: Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI.
| Best for | Firms that want one connected platform |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 21, 2026) |
| Website | orion.com/ |
| Last checked | October 21, 2026 |
What it does
Orion combines portfolio accounting, Redtail CRM, planning, trading, compliance, a client portal and its Denali AI layer, alongside TAMP and OCIO investment services.
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Alternatives to Orion
Addepar
Complex, high-net-worth and family-office reporting
Altruist
Independent RIAs looking for custody plus software
Compare: Orion vs Addepar · Orion vs Altruist
FAQ
What is Orion?
Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI.
Who is Orion best for?
Firms that want one connected platform. It is in our portfolio analytics & proposals category.
How much does Orion cost?
Orion doesn't publish prices on its website as of October 21, 2026; contact the vendor for a quote.
What are alternatives to Orion?
Addepar, Altruist.