Orion Advisor Technology
Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving within a unified, technology-driven framework. This innovative platform integrates various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, to provide a holistic offering that empowers financial advisory firms to attract new clients and connect investment strategies more meaningfully to individual goals and outcomes. Targeted primarily at independent advisory firms, Orion serves a diverse audience that includes financial advisors, wealth management professionals, and their clients. The platform is particularly beneficial for firms looking to modernize their operations and improve client engagement through technology. By leveraging Orion’s capabilities, advisors can effectively manage and track their clients' financial journeys, ensuring that each investor's unique definition of financial success is prioritized and met. One of the key features of Orion is its ability to consolidate various aspects of wealth management into a single platform. This integration allows advisors to seamlessly manage client relationships, investment portfolios, and financial planning processes. The technology not only simplifies the workflow for advisors but also enhances the client experience by providing real-time insights and updates on investment performance and progress toward financial goals. This transparency fosters trust and strengthens the advisor-client relationship. Moreover, Orion's impressive scale is noteworthy, with $5.6 trillion in assets under administration and $124 billion in wealth management platform assets as of September 30, 2025. The platform supports over 7.8 million technology accounts and serves thousands of independent advisory firms, making it a trusted choice for many in the industry. Notably, 17 out of the Top 20 Barron’s RIA firms utilize Orion’s technology, underscoring its reputation and reliability in powering successful advisory businesses. Overall, Orion stands out in the financial technology landscape by offering a comprehensive suite of tools that not only streamline operations for advisors but also enhance the overall client experience. By focusing on the interconnectedness of financial planning and investment management, Orion enables advisors to deliver tailored solutions that align with their clients' aspirations, ultimately driving better financial outcomes.
Average Rating: 4.4/5.0
Total Reviews: 98
Who Is the Company Behind Orion Advisor Technology?
- Seller: Orion Advisor Tech
- Company Website:
- HQ Location: Omaha, NE
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Twitter: @orionwealthtech
7,828 Twitter followers -
LinkedIn® Page: www.linkedin.com
1,947 employees on LinkedIn®
Who Uses This Product?
- Top Industries: Financial Services
- Company Size: 66% Small, 31% Medium
What Do G2 Reviewers Say About Orion Advisor Technology?
AI-generated summary from verified user reviews
Pros
- Users enjoy the clear and customizable layout of Orion Advisor Technology, enhancing navigation and usability.
- Users praise the easy setup process of Orion Advisor Technology, enhancing their overall experience and usability.
- Users value the robust reporting features of Orion Advisor Technology, facilitating effective presentations to clients.
- Users appreciate the easy-to-use portfolio view of Orion Advisor Technology for effective client data presentation and management.
- Users appreciate the responsive customer support of Orion Advisor Technology, which enhances account management and trading efficiency.
Cons
- Users find the difficult learning curve of Orion Advisor Technology frustrating, especially with setup and navigation challenges.
- Users face integration issues with Orion Advisor Technology, leading to delays and complications during setup and enhancements.
- Users find data accessibility challenging, leading to difficulties in client advising and frequent verification with other tools.
- Users express a desire for more tools and find the client portal's layout and customization lacking.
- Users find Orion Advisor Technology not user-friendly, citing slow loading, limited customizations, and a complex interface.
What Are Recent G2 Reviews of Orion Advisor Technology?
"Robust Data Aggregation, Needs Better Onboarding"
Rating: 4.5/5.0 stars
— Crystal B.
"Streamlined Portfolio Management, Visual Insights"
Rating: 5.0/5.0 stars
— Kyle G.
