# Orion Advisor Technology Reviews **Vendor:** Orion Advisor Tech **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 98 ## About 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. ## Orion Advisor Technology Pros & Cons **What users like:** - Users find Orion Advisor Technology **easy to use** and appreciate its clear layout and efficient features. (44 reviews) - Users find the **initial setup easy** , enhancing their experience and streamlining their workflow with Orion Advisor Technology. (27 reviews) - Users appreciate the **quick and customizable reporting** capabilities of Orion Advisor Technology, enhancing client presentations and efficiency. (22 reviews) - Users value the **customizable functionality** of Orion Advisor Technology, enhancing workflows and simplifying processes for their firms. (15 reviews) - Users value the **responsive and knowledgeable customer support** of Orion Advisor Technology, enhancing their overall experience. (14 reviews) - Investment Management (12 reviews) - Integrations (10 reviews) - Customization (9 reviews) - Efficiency (9 reviews) - User Interface (9 reviews) **What users dislike:** - Users find the **difficult learning curve** of Orion Advisor Technology challenging, especially for onboarding and report building. (14 reviews) - Users struggle with **integration issues** , facing delays and inadequate support for enhancements and troubleshooting across Orion products. (12 reviews) - Users experience **inconsistent data accessibility** across platforms, hindering navigation and complicating client interactions. (9 reviews) - Users are frustrated by the **limited functionality** of Orion Advisor Technology, impacting their planning and comparisons. (9 reviews) - Users find the interface **not user-friendly** , with issues in the client portal and report building processes. (9 reviews) - Poor Navigation (9 reviews) - Poor Customer Support (8 reviews) - Implementation Difficulty (7 reviews) - Slow Performance (7 reviews) - Limited Customization (6 reviews) ## Orion Advisor Technology Reviews ### 1. Streamlined Portfolio Management, Visual Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I really like the portfolio view dashboard of Orion Advisor Technology that allows us to see our firm data and client data in an easy format. I also like to use this portfolio view in all of our client meetings to share performance data, allocation data, and transaction data. It's helpful for RMD and Capital gain info and for estimating income for our clients. We do all of our trading in Eclipse. The models are stored there, and trading is quite seamless. I've also liked the tax loss harvesting tool and am looking forward to utilizing the focused rebalancing tool after learning about it at Ascent. Orion Advisor Technology saves us time and presents a lot of good data that we can use with our clients. Eclipse allows us to manage hundreds of accounts, and we are able to handle portfolio management with ease. The visual format of the data is helpful since clients tend to be more visual than dealing with rows and rows of data. The initial setup was very easy. **What do you dislike about Orion Advisor Technology?** Running queries is hard to understand and building new reports can be confusing. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I find Orion Advisor Technology streamlines performance reporting and portfolio management, saving us time. The visual data format enhances client interactions, and Eclipse facilitates seamless trading. It helps with performance, allocation, transaction data, and more, allowing us to manage hundreds of accounts easily. ### 2. Robust Data Aggregation, Needs Better Onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Crystal B. | Platform Strategy & Solutions Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I love that Orion Advisor Technology is always willing to listen to our thoughts and ideas and continue to build upon them. I value the Portfolio Audit feature highly because I'm big into data, and if the data isn't accurate, you can't trust the results it gives in other areas of the database. **What do you dislike about Orion Advisor Technology?** I find that all data isn't cohesively displayed throughout the entire ecosystem. For instance, there could be data in one area such as Portfolio Audit, but it doesn't show up in the Client portal. Also, if I supplement data like beneficiaries or product underlying data, I'd like it to show in the UI at either the firm level or for a client view like the client portal. Additionally, I felt the onboarding wasn't great, to be honest. It was all over the place and there was no accountability on either side. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology helps to integrate custodial and data into a cohesive picture for us. ### 3. Customizable and Feature-Rich, Needs Better Integration Support **Rating:** 4.0/5.0 stars **Reviewed by:** Steven R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I love the functionality available within Orion Advisor Technology and the ability to customize our usage based on our firm's workflows. It can be nice to have access to the SMEs directly, and I appreciate not having to go through a single resource every time. I love the chat feature within the platform, so I have a record of my conversation. Orion has a lot of settings that we can toggle to fit our firm workflows, which is great for our work with a number of RIAs. **What do you dislike about Orion Advisor Technology?** We could use more help with the Integrations piece. A developer resource that we could leverage as we run into issues. It can take a long time to get responses on those things. Billing is a mess, but part of that is because of our internal business rules and processes. I would like to have more regular access to someone on the development team that could help us troubleshoot. Oftentimes tickets need to bounce between a number of different parties before I get a proper response. Billing could be more flexible and just a better workflow in general. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to avoid building a reconciliation engine. It provides data on accounts, transactions, performance, and activity, which is incredibly useful for us. ### 4. Intuitive and Efficient, But Client Portal Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Dimitri G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I use Orion Advisor Technology for client experience through the portal, reporting capabilities, trading, billing, and data inquiries. I find it a very easy-to-use platform that makes trading easy and the process efficient. I like its integration with Redtail CRM, ensuring clean data throughout the platform with only needing to change data in one spot for updates across the platform. I appreciate the ease of use and user interface. I also value the ability to design and run queries custom built for our specific needs. Automating processes such as query runs is another feature I enjoy. **What do you dislike about Orion Advisor Technology?** I don't like the client portal. Clients do not like the portal layout/customization. The Gain/Loss page is clunky and users need to scroll to see everything within the table. I also think that the portal would be more customizable, but it is a bit of a letdown. I want to improve it by allowing firms more customization within each table and the ability to modify headers of categories. For example, we use the risk category as investment themes, but the portal inaccurately says risk category. Also, the onboarding was okay in the beginning, but it seems like it ended abruptly without each path being finished. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology makes trading easy and efficient, provides integration with Redtail CRM for clean data, and updates across the platform from a single change. ### 5. Powerful Features with Setup Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Bobby G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the audit logs in Orion Advisor Technology; they're my favorite feature because they keep people accountable and reduce the chances of getting thrown under the bus. On the planning side, Orion adds value for more goal-oriented clients. It organizes and collects the data I need to build trades effectively. **What do you dislike about Orion Advisor Technology?** Client portal is our biggest pain point. Our clients are primarily custodied at Charles Schwab and most prefer not to use the portal. The cost basis information is lacking details and navigation is tough on older-less tech savvy-clients. They particularly complain about having to scroll left and right through a box that takes up half the screen. The main difficulty was organizing data and getting it to upload. As I recall it was a 6 month process and stressed a lot of people out. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology organizes and collects data for trading, adds value for goal-oriented clients, and its audit logs keep people accountable. We chose it for its compliance capabilities. ### 6. Phenomenal Reporting with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Alex K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I really like the robust technology that Orion Advisor Technology offers. Since switching to Orion a few months ago, I have discovered a few tools that I've really liked so far. The reporting has been phenomenal, and there's an RMD tool within Orion that has greatly helped streamline our process at the office. These tools have reduced the human time needed for reporting, specifically for R&D, by improving accuracy. It's nice having software like Orion that we can trust. The initial setup was very easy, and Orion seems to be very adviser-friendly. The included reporting is very beneficial, and I like that we've been able to leverage the Orion platform to improve not only our internal use of Summit Wealth but also the client-facing aspects. **What do you dislike about Orion Advisor Technology?** Nothing so far. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology consolidates our data in a clean manner and performs reliably. Its robust features, like reporting and the RMD tool, save time and enhance accuracy, streamlining our office processes. ### 7. Stellar Support, Learning Curve Exists **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** I love the chat feature in Orion Advisor Technology. The customer service is personable, and I often talk with the same representative, which is great. They follow up with chats, phone calls, and emails, helping me with client needs and walking me through the forms, especially if it's something new. It's awesome. I also appreciate how Orion helps us interface better with clients and their investment accounts, seeing client accounts more quickly for planning. The behavioral finance system Orion offers is great, allowing me to send invites for risk assessments easily. I love how Orion works well with Redtail, preventing duplication and making data transfer seamless. I'm excited about Orion's continual improvements and how they're making adviser resources more robust. **What do you dislike about Orion Advisor Technology?** I think I would like to see reports easier. Sometimes it's hard for me to break down client assets and where they're at. I need something that's more visually easy to understand. Reports should be intuitive to quickly see what's come in, what hasn't, or any changes in client portfolios. It feels like that's not as intuitive right now. I'm still learning the system, so it could be a bit of user error too, but I'd appreciate a more intuitive experience. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology improves how we interface with clients' investment accounts, streamlining access to client data for planning. It simplifies sending clients invites for behavioral finance or risk assessments, enhancing service delivery. ### 8. Robust Platform for Portfolio Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Luke W. | Client Excellence & Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** I've had a strong experience with Orion Advisor Technology. The platform is pretty robust, especially when it comes to portfolio accounting, reporting, and billing. I appreciate the flexibility around fee structures and householding, which is a major advantage for growing advisory firms. The integrations with multiple custodians add to its strength, and the core systems make it reliable, serving as an operational backbone. The scalability of the solution is another aspect I value, as it's beneficial for a growing firm. **What do you dislike about Orion Advisor Technology?** I find the householding feature challenging when it comes to addressing households automatically. I feel like there should be a solution to connect the addresses directly to the clients. An ongoing survey to the client to ensure the information in Orion is correct would be helpful. Also, an ongoing solution to ensure the right disclosures get to the client on a regular basis as profiles are updated would be beneficial. Additionally, while setting up Orion Advisor Technology, the harder part is understanding what tools are available for the firm. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I find Orion Advisor Technology robust for portfolio accounting, reporting, and billing. It offers flexibility around fee structures and householding, crucial for growing advisory firms. The scalability it provides is a major advantage. ### 9. Orion: A True All-in-One Platform with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah N. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** Orion is truly a one-stop shop for a financial planning and investment firm. If I could start our firm all over again, I would use Orion for everything right out of the box. Instead of trying to figure out how your tech stack integrates, paying separate costs, and troubleshooting issues across multiple tools, Orion keeps it all in one clean package. I used to say that if Orion only had an in-house CRM, they would be nearly perfect—and now they do, and it’s Redtail, even. Every single person I chat with is willing to share their screen and train me on how to troubleshoot and solve whatever issue I’m running into. Way to go, Orion—keep it up! **What do you dislike about Orion Advisor Technology?** The only thing that really makes me cringe is having to import Communities fees into our monthly billing. At some point, it would be great for Orion Billing to recognize when a Communities model is being used and automatically run a fee instance for those fees. **What problems is Orion Advisor Technology solving and how is that benefiting you?** We keep most of our tech stack in a one-stop shop, which makes troubleshooting much easier. ### 10. Highly Customizable, But Can Be Overwhelming **Rating:** 4.5/5.0 stars **Reviewed by:** Cheryl P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the customization ability, especially with the reporting tool in Orion Advisor Technology. The robust options that Eclipse provides to customize based on the different adviser offices stand out to me. **What do you dislike about Orion Advisor Technology?** Sometimes there’s a lot of navigation within Orion to get to different places, which can be confusing. The availability of too much customization can make it unclear on what best practices to follow. More documentation and shared best practices could help advisors use the system more effectively. There are a lot of manual configurations needed based on different business models, and better automation for creating user profiles would be helpful. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology consolidates accounts across platforms, allowing advisers to rebalance and create trading models, enhancing efficiency. I appreciate its customization, especially in reporting, which can be tailored for different adviser offices. Initial setup was fairly easy, and we see the efficiency it brings. ### 11. Streamlined Financial Planning with Improved Client Access **Rating:** 4.0/5.0 stars **Reviewed by:** yesenia d. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like that Orion Advisor Technology has various options for cards. The client-facing access is particularly beneficial as it is easy to view and gives clients a straightforward view of their financials. I also appreciate the ability to integrate with external assets via Plaid. **What do you dislike about Orion Advisor Technology?** The system being household instead of account levels sometimes limits efficiencies of Redtail integrations. It would be helpful to have better syncing, as it has to be done by household and one by one, versus just being able to integrate all our contacts. The initial setup took some time because of all the data sets that needed to be imported. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for financial planning and CRM integration. It solves client portal access issues by giving clients a simple view of their financials and allows integration via Plaid for external assets. ### 12. Efficient Trading with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Allegrita A. | Implementation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the organization and ease of trading in the Eclipse trading system from Orion Advisor Technology. The assistance from the Orion team during onboarding was very helpful and allowed a pretty seamless merge of all accounts, as well as implementation of best practices in daily maintenance for our book of business. **What do you dislike about Orion Advisor Technology?** I feel the automation available when acquiring a new account into the portfolio audit system could be improved. There are features that would apply to multiple account types and do not extend to added sleeves or by default apply to accounts. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology primarily for trading as it organizes our daily trades and provides a fixed connection for end-of-day trade submissions. The audit features allow us to pull views in Eclipse, making it easier to audit multiple features of our account base. ### 13. Efficient Reporting Made Simple **Rating:** 4.5/5.0 stars **Reviewed by:** cherie w. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I really appreciate how Orion Advisor Technology helps streamline processes and allows me to get my reports faster, which is a big time-saver. The clear layout is easy to work with, and having all client data in one place, like assets under management and top clients, makes it easier to know where I am at. Also, the initial setup was easy. **What do you dislike about Orion Advisor Technology?** Clients aren't in the same household, and I wish it would generate the back connection. If I can't see all of the clients' information at the same time, it makes it more difficult to advise. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to generate reports and streamline processes, helping me do it faster. Having all client data in one place allows me to view AUM and top clients easily, so I know where I stand. ### 14. Intuitive UI, Real-Time Data for Financial Planners **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I love Orion Advisor Technology's intuitive user interface that lets me drill deeper into data when needed. The ease of switching between clients and households is great as I prepare for meetings. It gives us clarity on client investments and provides nearly real-time data to adjust model allocations as market conditions change. I really like the easily digestible growth statistics and how incredibly easy the initial setup was. Overall, I've been very happy with the platform and have no complaints. **What do you dislike about Orion Advisor Technology?** Sometimes data fails to pull through and requires manual updates, particularly with MYGAs **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for clarity on client investments and real-time data to adjust model allocations. It offers digestible growth statistics, an intuitive interface, and ease in switching between clients or households. It's crucial for managing investable assets and allocation. ### 15. Effortless Portfolio Management, Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** christina a. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I love the portfolio audit feature in Orion Advisor Technology. The setup is easy, and the layout is straightforward, which makes things simpler. I appreciate that each app within Orion has a consistent layout, which helps when exploring new features or apps. Additionally, the layers within each app are helpful; for example, in the portfolio audit, you can easily navigate to registration, financial account, or household. **What do you dislike about Orion Advisor Technology?** I find Report Builder 3 a bit complicated for daily use. We like to build our own reports in-house, and understanding the terminology in Orion can be complicated. More tutorials with screenshots and everyday words would be helpful, as opposed to heavy tech words. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology streamlines reporting and onboarding, and the easy setup and consistent app layout make navigation simple. ### 16. Simple, Effective, But Some User Interface Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Brett G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I use Orion Advisor Technology for client performance reporting, analysis of my business, and accessing demographic data. I really like the layout of the data and reports features. It's easy to find and see the data I need and access reports in quick form. The initial setup was easy and the software is simple to use. **What do you dislike about Orion Advisor Technology?** I find the client portal and ease of creating repeatable reports could be improved. The client app actually doesn't seem to work as easily due to the two-factor authentication and client interface. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for client performance reporting and business analysis. It provides easy access to the necessary data for client meetings and business planning, and the reports are easy to find and view quickly. ### 17. Comprehensive Portfolio Management with Customizable Reports **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I like the clear layout in Orion Advisor Technology when navigating to what I need. I also appreciate the customizability of things like reports. **What do you dislike about Orion Advisor Technology?** I feel like it could be a little faster, but at the same time, I understand there's probably a lot going on under the hood. I wouldn't say the setup was easy, but we were able to do it, and we had good support. I think the only limitation was some things weren't updating automatically and needed to be updated manually. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to track client portfolios and performance of different investment accounts. It solves the integration problem by pulling info from various sources to give a clear view of clients' portfolios, even with different custodians. ### 18. Intuitive Client-Facing Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Elijah T. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like that Orion Advisor Technology is easy to use and intuitive. It's great for showing to clients because they can easily understand it. Plus, I appreciate that I can customize my views to fit my workflow. **What do you dislike about Orion Advisor Technology?** Sometimes the accessibility to, and understanding of, gain and loss and income details could be improved. We occasionally have to verify some of the information with other tools like Wealthscape to ensure accuracy, and knowing that Orion Advisor Technology is perfectly accurate all the time is maybe the biggest critique. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for managing clients' investments. It offers easy access to detailed client information and reports, making it helpful for both client interactions and quick advisor insights on models and allocations. ### 19. Pros and Cons of Orion Portfolio Solutions Trading **Rating:** 4.0/5.0 stars **Reviewed by:** Jerry B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** The use of overlay models in block trading of assigned accounts. **What do you dislike about Orion Advisor Technology?** The trading sleeves when it comes to make a partial allocation change while wanting to keep other positions in place. The target allocation then requires some math to figure out the percentage of the remaining positions verses new positions. **What problems is Orion Advisor Technology solving and how is that benefiting you?** They are bring the overall trading of a set allocation/overlay models to ease of setting up. This saves at least 5-10 hours a week in overall reviewing and due diligence of investment portfolios. ### 20. Efficient, Intuitive, and Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Bianca F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like that Orion Advisor Technology is an easy platform to use and very efficient. Its clean and clear setup ensures I know exactly what I need to do. I appreciate how everything is organized in a way that makes it convenient for me to follow the prompts and generate an ideal proposal for clients. The initial setup was pretty easy, and it was nice to have support available if I was unsure about something. **What do you dislike about Orion Advisor Technology?** Sometimes it takes a long time to load and generate the proposal, but that is not a main concern. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to generate client proposals easily and efficiently. It's organized and clear, making it convenient to follow prompts and meet client needs. ### 21. Quick Customizable Reporting, Great for Small Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Keaton S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I really like the quick and easy reporting capabilities of Orion Advisor Technology. It frees up my time and lets me customize reports exactly how I want them, so I can present them to clients in a simplistic way with our logo. The customization aspect of the software is something I truly appreciate. Also, the initial setup was simple. **What do you dislike about Orion Advisor Technology?** I dislike the occasional reporting errors and having to wait for staff to review and correct these errors. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for quick and easy reporting, solving time constraints and portfolio solutions. It frees up time, allows me to customize reports the way I want, and present them to clients simply with our logo. ### 22. Efficient Reporting with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Jayson P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I use Orion Advisor Technology for syncing data to our CRM and building reports for advisors and clients. I really like the reports and calculations, especially the fee reports, time-weighted returns, and RMD for the current year. These features help me present the necessary information to clients effectively. **What do you dislike about Orion Advisor Technology?** I think the client portal could be improved because it lags when loading, and the customizations are limited. Also, the report builder can be more user-friendly. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to sync custodian data to our CRM, solve RMD calculations, and build reports for advisors and clients. It helps present essential fee reports, time-weighted returns, and RMD figures, making it valuable for client transparency. ### 23. Highly Customizable Platform with Robust Integration Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Richard B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I appreciate that Orion Advisor Technology is very customizable from the front end and accepts bulk updates via Excel. This flexibility is incredibly helpful, especially as we combine two offices, making data management much easier. I also find the platform easy to navigate. **What do you dislike about Orion Advisor Technology?** I would like Salesforce-entered data to populate Orion and the trading platform, but right now I have to enter client info separately from what I already have in Salesforce, and unwanted overrides can happen. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology aids client management by connecting with Schwab and Salesforce. It's customizable, supports bulk Excel updates, and simplifies data management during office merges, though integration with Salesforce for client data updates could improve. ### 24. Robust Platform, Complex Setup but Worth It **Rating:** 5.0/5.0 stars **Reviewed by:** Ben L. | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I appreciate the Eclipse tool the most in Orion Advisor Technology. It allows us to manage at scale, which is essential for running an enterprise-level business. It also makes billing easy and household-level management seamless, enhancing our experience significantly. **What do you dislike about Orion Advisor Technology?** I find it challenging that Orion Advisor Technology doesn't solve for ice cold, sleet, and multiple models within a single household as opposed to an account. Also, the initial setup was pretty difficult, given the scale of our business. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology makes billing and household level management easy, offers a seamless reporting experience, and supports both the RIA and camp sides of our business, enabling us to run at an enterprise level. ### 25. Effortless Trading, Room for Planning Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Chad D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** I like Orion Advisor Technology for its ease of use. I also appreciate the ability to trade models across all client accounts with the click of a button, which simplifies the trading process significantly. Additionally, I enjoy the ability to sync with Redtail, making my workflow more efficient. **What do you dislike about Orion Advisor Technology?** In the planning software, I can't compare our models to a prospect's current portfolio returns. The 'what if' function is limited because it only uses generic hypothetical returns, and I can't put our own models into the system for better planning. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for trading models across client accounts easily with a click, and I like its syncing ability with Redtail. ### 26. One-Stop Platform for Advisors, Needs UI Tweaks **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like Orion Advisor Technology because it provides a single platform and acts as a one-stop shop with all the data I need for various tasks. I appreciate being able to build reports with all our data and use that data across all apps within Orion. **What do you dislike about Orion Advisor Technology?** I find the ease of use lacking, especially with the explanation of certain features. The process of adjusting column width is also finicky. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology helps get advisors what they need for client meetings and provides insights into their business. Its single platform allows us to build reports and use data across all apps, acting as a one-stop shop for all our needs. ### 27. Efficient Trading with Slight Server Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Blake M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like that Orion Advisor Technology makes quick and easy execution possible and offers easy management of accounts with great model allocation options. Navigating through the platform becomes smooth once you get used to it. I also appreciate the ability to reach out to Orion support when needed, which is important for managing trades and account allocation on tight timelines. **What do you dislike about Orion Advisor Technology?** When the server is busy, we sometimes get 404 errors that will not allow us to load/execute on anything. Some of the applications may take some time to load. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology provides quick and easy execution, easy management of accounts, and great model allocation options. ### 28. Intuitive System with Reporting Limitations **Rating:** 3.5/5.0 stars **Reviewed by:** Lyndsy D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like Orion Advisor Technology's interface. It's intuitive, so even if you're not a pro, you can easily navigate through it. **What do you dislike about Orion Advisor Technology?** The reporting app is currently impossible to use. We have to pay for managed services to build all reports because RB3 has become so difficult to use. It's also a problem with the query app; more specifically, the turnaround time to get custom queries added is frustrating. We also struggled to understand Orion's best practices and how to best set the database up initially. **What problems is Orion Advisor Technology solving and how is that benefiting you?** We use Orion Advisor Technology for backend tasks like billing, trading, recon, and reporting, which streamlines these operations for us. ### 29. Effortless Custom Reports, Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the user interface, which is easy to navigate and makes building customized client reports straightforward. The navigation bar is particularly helpful, as it provides a list of fields I can add to reports, allowing me to customize data inclusions and report design. Setting up Orion Advisor Technology was very easy, and the team was extremely helpful in providing training on the platform. **What do you dislike about Orion Advisor Technology?** The performance and client account dashboards could be a bit more robust and easy to navigate. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to create and run custom client reports, providing client-specific tools to keep my clients informed about their investments. ### 30. Seamlessly Integrates Data, Enhances Client Conversations **Rating:** 4.5/5.0 stars **Reviewed by:** Fernando M. | Senior Investment Solutions Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like how Orion Advisor Technology brings all data into a seamless experience. It provides a great experience to the end user and advisor and brings value to how they approach client conversations. The initial setup was easy. **What do you dislike about Orion Advisor Technology?** There could be issues with how the data is brought in and how it’s defined. There are issues with transaction codes not coming correctly. The mapping is not matching when we have different custodial data feeds, meaning custodial transactions could have different codes and it will throw off performance. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology helps us grow our community at scale, manage rules, and control roles effectively. ### 31. Effortless Client Management with Orion **Rating:** 5.0/5.0 stars **Reviewed by:** connor t. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the ease of use of Orion Advisor Technology. The usability for client data is a major plus. It's great for making informed decisions for our clients. The initial setup was very easy, and we've had it in place for multiple years. **What do you dislike about Orion Advisor Technology?** there is nothing currently that I dislike about Orion. it does exactly what we want for the firm and to grow revenue and protective clients **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to tackle client issues and comprehend contribution and distribution needs. I appreciate its ease of use and its effectiveness in managing client data, which aids in making informed decisions. ### 32. Intuitive, Capable, and Well-Supported Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the ease of use of Orion Advisor Technology and the great support team. I also appreciate that it interfaces well with other vendors, which allows for seamless transfer of data between platforms. Their responsiveness and knowledgeable support are particularly standout features for me. **What do you dislike about Orion Advisor Technology?** I struggle with connecting with bank trust systems using Orion Advisor Technology. The ease of data movement in this area could be improved. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for performance reporting. It provides investment performance for clients, offers ease of use, has a great support team, and allows for data transfer between platforms. ### 33. Flexible Eclipse Trading with a Fast, Easy Billing App and Great Support **Rating:** 4.0/5.0 stars **Reviewed by:** Mike S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** Eclipse trading. The flexibility is great, could use a few upgrades on certain aspects but overall its pretty good. The billing app is great and now that I have experience with it and had a little help from Barb when I first began using the app, the process is so easy and quick. Support is also great especially from those I have met through Ascent. **What do you dislike about Orion Advisor Technology?** Some of the apps are difficult to learn and navigate. Integrations with the custodian could be a bit better but overall not bad. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Trade support, fee billing, and client reporting ### 34. Unified Portfolio Management, Top Recommendation **Rating:** 5.0/5.0 stars **Reviewed by:** Jenniifer A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I use Orion Advisor Technology for portfolio management. I like the integration and planning features. The planning tool being built-in means I don't need multiple platforms, which saves time and money by delivering everything in one place for the client. The initial setup was very easy. **What do you dislike about Orion Advisor Technology?** I wish there were more tools included, like risk tools and income tools. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for custom portfolios, billing, and disclosures. Its built-in planning tool means I don't need multiple platforms, saving time and money by delivering everything in one place to clients. ### 35. Seamless Onboarding and User-Friendly Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Maureen B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I find the interface for Orion Advisor Technology seamless and user-friendly, which really helps users and the back office address issues immediately. I also like that there's less downtime in identifying issues. Plus, the setup was very easy, which was a bonus. We really like how Orion Advisor Technology works and how easily it allows us to keep things moving. **What do you dislike about Orion Advisor Technology?** Nothing that I dislike **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for seamless account onboarding and tracking proposals and investments, with a user-friendly interface that reduces downtime by resolving issues swiftly. ### 36. Responsive and Innovative Yet Needs Report Builder Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Justin A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like Orion Advisor Technology for its responsiveness and innovativeness. It is easy to use and offers quality software for our operations team and advisors. I also appreciate that it helps in consolidating all of our Schwab client accounts into one software, making it easy to service our advisors. **What do you dislike about Orion Advisor Technology?** I find the report builder quirks annoying. The formatting is wonky sometimes and the ease of use takes some getting used to. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology consolidates Schwab client accounts into one software, making it easy to service our advisors. ### 37. Simplified Client Management with Room for More Customization **Rating:** 5.0/5.0 stars **Reviewed by:** katie w. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I use Orion Advisor Technology for opening accounts portal to Schwab and custom indexing. I really appreciate the resources of investments for clients, the pre-done research, and having experts I can talk to for portfolio design. I also like the client reports because they make client reviews easy. The initial setup was very easy. **What do you dislike about Orion Advisor Technology?** I feel there could be more customization options. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for opening accounts, accessing resources and research for investments, and designing portfolios. It makes client reviews easy with helpful reports. ### 38. Efficient Portfolio Management with Strategic Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I use Orion Advisor Technology for its great client portfolios and efficient portfolio management. The platform has a great strategist, specifically tactical strategists who focus on downside protection while providing my clients the growth they expect. Also, the initial setup of Orion Advisor Technology was very easy. **What do you dislike about Orion Advisor Technology?** I don't like that withdrawals by check to clients seem to take longer than expected. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for efficient portfolio management, benefiting from tactical strategists who focus on downside protection while providing growth for my clients. ### 39. Flexible Solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Laura F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I appreciate that the company is open to feedback and consistently improves based on feedback from the people using it. I also like that data is accessible and the flexibility Orion offers. **What do you dislike about Orion Advisor Technology?** updates can take a long time to go into effect, like when we request a query to be built and it takes 8 weeks. Small UI things should be fixed, such as hiding inactive rep profiles. Little things go a long way. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology acts as an aggregator for our multi-custodial needs. ### 40. Unified Data Management with Orion: A Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Rob R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I really like how Orion Advisor Technology pulls data from various different sources and integrates it into one program. This feature is incredibly helpful because we don't have to dive into multiple different programs; it's all right at our fingertips. **What do you dislike about Orion Advisor Technology?** Some of the tutorial videos online are a little dated. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to manage client relationships and access account balances easily. It consolidates data from different sources, saving time by providing all information at our fingertips without needing to switch programs. ### 41. Easy to Use, Feature-Rich Wealth Management Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** Ease of use, lots of features that cover all aspects of wealth management. **What do you dislike about Orion Advisor Technology?** Higher turnover on service teams, leading to receiving different answers from agents when calling/chatting in. Sometimes too many features, which can be overwhelming to newer advisors. **What problems is Orion Advisor Technology solving and how is that benefiting you?** We use Orion for all of our trading and billing across all of our 25+ child databases in Orion. We literally could not run our business without it. We consider ourselves power users, and Orion benefits us across billing, trading, reporting, sleeve recon, etc. ### 42. One-Stop Investment Solution with Minor Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Ashton P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like that Orion Advisor Technology is a one-stop shop for investments for my clients. They do the due diligence for me on the money managers and handle the fee billing. I also appreciate the planning software they provide. **What do you dislike about Orion Advisor Technology?** At times, the new account wizard doesn't fill all the fields in the paperwork. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for third party money management, due diligence, automated billing, and portfolio rebalancing. It helps with compliance and efficiency, supporting a scalable business. ### 43. Streamlining Operations with Ease and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Mike H. | Vice Chair Board of Directors, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** I really like the ease of use of Orion Advisor Technology. It helps us streamline workflows across different avenues, allowing us to hire fewer people. I also appreciate the great workforce and staff at Orion. **What do you dislike about Orion Advisor Technology?** The sleeving process within Eclipse is confusing. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology to streamline our operations across front to back office, simplifying trading, financial planning, and reporting in a single workflow. It also allows us to hire fewer people, efficiently managing workflows across different avenues. ### 44. Very Happy with Orion’s Reporting, Billing, and Rebalancing Capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Claudia D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Orion Advisor Technology?** Have been using Orion for about a year now and so far we have been very happy with the service and capabilities this system offers. We currently use it for reporting, billing and rebalancing. The system is full of other services that we have not utilized yet. **What do you dislike about Orion Advisor Technology?** Unclear on the differences between the client portal and the financial planning portal. **What problems is Orion Advisor Technology solving and how is that benefiting you?** It has helped us with managing portfolios and being able to keep track of rebalancing while tax loss harvesting. ### 45. Efficient with Billing, Needs Better Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Candy C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I really appreciate Orion Advisor Technology for its ease of use and good billing tools. The grid views are also a positive aspect that I find useful. **What do you dislike about Orion Advisor Technology?** I find the interaction between different programs such as Orion Advisor Technology, Redtail, and Orion Planning could be improved. Also, the initial setup was challenging. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology solves billing, reporting, and performance issues for me. I find it easy to use with good billing tools and effective grid views. ### 46. Easy Setup, Stellar EAG Team Support **Rating:** 5.0/5.0 stars **Reviewed by:** Laura M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I think the EAG team with Orion Advisor Technology is fantastic. I'm enjoying the way the platform moves forward with the Wizard and am hopeful for continued progression in making things easier for clients. Additionally, the initial setup was easy. **What do you dislike about Orion Advisor Technology?** I find the application process could be more tailored with simpler client openings during interactions. Also, I've faced issues linking with MoneyGuide. **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology helps with the day-to-day functionality of opening accounts and servicing them. ### 47. User-Friendly with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** guy g. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Orion Advisor Technology?** I like the support Orion Advisor Technology gives to our branch. It's extremely user-friendly, which makes it easier for clients to follow the information. The initial setup was very easy for our team. **What do you dislike about Orion Advisor Technology?** I think Orion Advisor Technology could focus more on personal relationships with financial advisors (FA's). **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for illustrations and portfolio management, and it helps with client relations. It's user-friendly, making it easy for clients to follow the information. ### 48. Effortless Client Interaction with Customization **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like Orion Advisor Technology for its standardized reporting and customization options, which allow me to quickly generate answers to questions. This capability helps me effectively answer client questions that are unique to their situation. **What do you dislike about Orion Advisor Technology?** I dislike data feed integrations with custodians. **What problems is Orion Advisor Technology solving and how is that benefiting you?** I use Orion Advisor Technology for performance reporting, compliance, and client service needs. It helps with standardized reporting and customization, allowing me to quickly answer client questions, even those unique to their situation. ### 49. Saves Time and Empowers Client Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Chris N. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Orion Advisor Technology?** I like the ability to create multiple sleeves and set the distribution and contribution percentages in Orion Advisor Technology. This lets me have different buckets of money for clients and use the sleeves for each bucket. It saves time and helps me present information to clients efficiently. I found the initial setup very easy as well. **What do you dislike about Orion Advisor Technology?** Sometimes the navigation is challenging **What problems is Orion Advisor Technology solving and how is that benefiting you?** Orion Advisor Technology saves me time and helps me present information to clients effectively. ### 50. Easy, Accurate Client Portal and Reporting for Fast Insights **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2026 **What do you like best about Orion Advisor Technology?** It’s very easy to get all of the information I need in a short period. We really love using the client portal and how it integrates with our custodian to provide accurate data and statements to our client. We also love the reporting features and use those frequently, especially regarding tax information. We also use the RMD dashboard frequently for our clients. **What do you dislike about Orion Advisor Technology?** There are some things that just are not customizable enough. We do not use the trading platform in Orion any longer. We use the eclipse. There is also some changes to the client portal a few years ago that meetings a little bit difficult for our clients. **What problems is Orion Advisor Technology solving and how is that benefiting you?** There’s nothing I can think of at this moment that I haven’t already discussed ## Orion Advisor Technology Discussions - [What is Orion Advisor used for?](https://www.g2.com/discussions/what-is-orion-advisor-used-for) - [View Orion Advisor Technology pricing details and edition comparison](https://www.g2.com/products/orion-advisor-technology/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+06%3A04%3A12+-0500&secure%5Bsession_id%5D=90311cb3-7b0b-4bf6-82b6-25ec54581c6d&secure%5Btoken%5D=ee2bb2334c0f29852eed872cf9a8a570d0bff3dd4741f43244aedc1506079d11&format=llm_user) ## Orion Advisor Technology Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Eclipse](https://www.g2.com/products/eclipse/reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Schwab Compliance Technologies](https://www.g2.com/products/schwab-compliance-technologies/reviews) ## Orion Advisor Technology Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Additional Functionality** - Portal - Messaging - White-Labeling **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Data** - Report Manipulation - Platform Search - Document Automation **Platform Content** - Email Templates - Email Automation - Custom Reports - Alerts **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance ## Top Orion Advisor Technology Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (545 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (407 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews)