Orion Advisor Solutions

Orion Advisor Tech is the dominant AI-augmented platform serving the registered investment advisor (RIA) channel. Built around portfolio accounting and reporting, the platform has expanded over two decades to integrate financial planning, CRM, compliance, billing, and trading. Today Orion supports thousands of RIA firms managing roughly $3 trillion in client assets — a meaningful share of the rapidly-growing independent advisor channel. Where direct-to-consumer robo-advisors like Wealthfront and Betterment serve end-investors directly, Orion is a B2B platform — its clients are the human advisor firms, and end-investors interact with their advisor's branded experience. The company has been built through three pivotal acquisitions: the original Orion portfolio-accounting foundation, Advizr (financial planning, 2018), and Redtail Technology (the dominant RIA-specific CRM, 2022). The integrated stack covers portfolio accounting and performance reporting, financial planning, CRM, trading and rebalancing across thousands of accounts, and SEC/state compliance support. Generative AI has been integrated for client-communication drafting, meeting-prep notes, and quarterly review letters, with advisors editing before sending. The platform's major competitive differentiation is the integrated stack — competitors like Black Diamond (acquired by SS&C) excel in portfolio accounting, eMoney Advisor and MoneyGuidePro excel in financial planning, but Orion offers the full stack in a single platform. The trade-off is implementation complexity and enterprise pricing that may be cost-prohibitive for smaller RIAs. For independent advisor firms growing past $100M-$500M AUM, Orion is typically a top-three platform consideration alongside Black Diamond + eMoney and Tamarac + MoneyGuidePro stacks.