Orion Advisor Solutions
Run your firm, not just your tech stack.
Ranked #9 in Best wealth management software.
Orion Advisor Solutions is a wealthtech platform for financial advisors. It unifies CRM, planning, portfolio accounting, trading, compliance, and AI into one system.
At a glance
| Best for | independent advisors |
From Orion Advisor Solutions's own website.
Company facts
| Social profiles | Facebook, Instagram |
| Brand colour | #8eabc3 |
Facilities and features
Its website also mentions:
- Integrations
What stands out
Orion Advisor Solutions connects data and workflows via its Denali AI layer.
“Advisors don’t need more tech — they need connected tech that works together. Denali AI brings data, workflows, and insights across the Orion ecosystem into a unified intelligence layer,”Orion Advisor Solutions, own website
The product offers flexible technology choices to fit various business models.
“Orion gives you the flexibility to choose the technology, investment solutions, and service model that fit your business.”Orion Advisor Solutions, own website
How it ranks
Orion Advisor Solutions is ranked 9th of 10 in Best wealth management software (Lister Score 80.0).
#9 in Best wealth management software · Lister Score 80.0
Connects data and workflows via its Denali AI layer.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 12; buying information on its own site 8.
“Orion is the wealthtech platform for financial advisors. CRM, planning, portfolio accounting, trading, compliance, and AI, built to work as one.”Orion Advisor Solutions, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does Orion Advisor Solutions rank on Lister?
Orion Advisor Solutions is ranked 9th of 10 in Best wealth management software (Lister Score 80.0).