Orion Advisor Solutions
Run your firm, not just your tech stack.
Orion Advisor Solutions is a wealthtech platform for financial advisors. It unifies CRM, planning, portfolio accounting, trading, compliance, and AI into one system.
| Best for | independent advisors |
| Website | orion.com |
Company facts
| Social profiles | Facebook, Instagram |
| Brand colour | #8eabc3 |
Facilities and features
- 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
Strengths and trade-offs
- Orion Advisor Solutions connects data and workflows via its Denali AI layer.
- The product offers flexible technology choices to fit various business models.
Appears in
How Orion Advisor Solutions ranks
#9 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 12; Fit to this ranking's criteria 40; 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
Alternatives to Orion Advisor Solutions
 PreciseFPAI-enabled data gathering built for financial advisors | #1 in Best wealth management software | 98.0 |
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 eMoney AdvisorEverything you need for every stage of advice. | #3 in Best wealth management software | 88.0 |
 Asset-MapHolistic planning across life stages in one powerful visual platform | #4 in Best wealth management software | 86.0 |
 AddeparTransform wealth operations with data and native AI | #5 in Best wealth management software | 84.0 |
 AssetBookPortfolio management and reporting software advisors actually want to use | #6 in Best wealth management software | 84.0 |
Questions about Orion Advisor Solutions
Who is Orion Advisor Solutions best for?
Orion Advisor Solutions is best for independent advisors.
Where does Orion Advisor Solutions rank?
Orion Advisor Solutions is ranked #9 in Best wealth management software (Lister Score 80.0).
What are the best alternatives to Orion Advisor Solutions?
The closest alternatives on Lister are PreciseFP (#1 in Best wealth management software), Nitrogen (#2 in Best wealth management software) and eMoney Advisor (#3 in Best wealth management software).
Is this your company?
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