Tool profile
Orion: cost, fit and limits
Orion is a wealth technology company, Orion Advisor Solutions, that sells portfolio accounting, a Redtail CRM, trading, compliance, planning, client portals and a managed-portfolio business to advisors, with Denali AI as the AI layer across the platform. It targets RIAs, broker-dealers and TAMPs, and it publishes no list prices.
What to know first
Orion is best read as a stack with two sides. Advisor Technology covers portfolio accounting, the Redtail CRM, trading, compliance, risk, planning and portals, tied together by a Denali data layer. Wealth Management covers a TAMP, OCIO, custom indexing, a trade desk and strategists. Denali AI sits across both. The site offers a consult or a Build Your Stack tool instead of prices, so a buyer picks modules first and prices them later.
Orion at a glance
| Maker | Orion Advisor Solutions, United States |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Wealth Management Software in 2026, rank 5 of 10 |
| Website | orion.com |
Who Orion is best for
TAMPs and OCIO providers
Orion lists a TAMP, OCIO, custom indexing, a trade desk and strategists as its Wealth Management side, which a firm outsourcing portfolio management can use without building its own.
Firms that want one vendor for CRM and portfolio accounting
Redtail CRM is listed next to portfolio accounting, trading and compliance under Advisor Technology, so a single contract can cover the record, the accounts and the reports.
Compliance teams that review AI vendors
The trust center lists ISO/IEC 42001 for AI management and the site says Denali AI runs on customer-isolated data, which gives a reviewer documents to ask for.
Firms with many custodians
The site names BlackRock, BNY Mellon Pershing, Fidelity, Schwab, Morningstar, eMoney, MoneyGuide and Salesforce and claims 100+ integration partners. That breadth matters to firms that split accounts across several custodians.
Orion plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Advisor Technology | Quote only | Portfolio accounting, Redtail CRM, trading, compliance, risk intelligence, planning, client and advisor portals and the Denali data layer, assembled through a consult. |
| Wealth Management | Quote only | TAMP, OCIO, custom indexing, trade desk, wealth advisory, cash and credit, proprietary investments, strategists and an investment portal for outsourced investment management. |
| Build Your Stack | Not shown on the pages read | An interactive path on the site that lets a buyer pick modules before talking to sales; the pages read give no price for the result. |
Checked November 2026.
What Orion does
- Denali AI layer
- The site calls Denali AI an enterprise AI layer connecting data, workflows and insights across the platform, with outputs intended for review by a financial professional before client use.
- Portfolio accounting
- Orion's core product handles performance, billing and reporting for advisors, and it is the module most connected to custodians such as Schwab, Fidelity and Pershing.
- Redtail CRM
- The CRM sits inside the stack, so client records, tasks and meeting notes can live in the same vendor as accounts and reports. Redtail's presence in the bundle means a firm can retire a separate CRM contract.
- Compliance and risk tools
- Compliance and Risk Intelligence are listed as separate modules, which gives a firm supervision and risk views without a third system. A firm can then assign supervision work from the same system that holds the accounts.
- Managed portfolio services
- TAMP, OCIO, custom indexing and a trade desk let an advisor outsource investment management and keep the client relationship. Strategists and a trade desk are also listed, which supports model delivery at scale.
How Orion handles your data
Orion's trust center lists ISO/IEC 27001:2022, ISO/IEC 42001:2023, SOC 2 Type 2 and SOC 1 Type 1 and Type 2 reports. The site's FAQ says customer data is not used to train third-party AI models and that Denali AI runs on customer-isolated data. A subprocessor list names Twilio, Salesforce, Proofpoint, Microsoft and AWS, and a data protection addendum and Regulation S-P document are listed. Most documents require a request. The pages read do not state a hosting region, so the vendor's policy was not checked for this.
Where Orion falls short in practice
- Prices and trials are absent. Neither the home page nor the trust center shows a price or a trial, so a firm cannot compare Orion with per-seat tools before a sales conversation.
- Scope is wider than most small firms need. The product list spans accounting, trading, TAMP and OCIO. A five-advisor practice would pay a sales cycle for modules it may never switch on. Implementation would likely run as a project with a named owner on both sides.
- Trust documents are gated. Most security and AI governance documents are available on request, so the contents of the ISO 42001 management system could not be read from the public page.
Works with
Alternatives to Orion
Orion: common questions
What is Denali AI in Orion's platform?
Denali AI is Orion's AI layer for connecting data, workflows and insights across its platform. The site says it runs on customer-isolated data and that outputs are meant for review by a financial professional before they reach clients. The pages read do not say which tasks it performs.
Does Orion train AI models on my clients' data?
The site's FAQ states customer data is not used to train third-party AI models. The pages read do not describe Orion's own model training, so ask for that in writing alongside the subprocessor list. That includes retention periods for prompts and outputs.
Which security certifications does Orion list?
The trust center lists ISO/IEC 27001:2022, ISO/IEC 42001:2023, SOC 2 Type 2 and SOC 1 Type 1 and Type 2. Most supporting documents need a request, so ask for the reports and their dates. The AI hub also lists documents for Denali AI and Redtail AI.
Does Orion publish its prices?
No. The pages read offer a consult or a Build Your Stack tool and show no figures. A firm should ask for module-level pricing, implementation fees and the minimum term in the first quote. Compare the quote across modules and years.
Which custodians and tools does Orion connect to?
The site names BlackRock, BNY Mellon Pershing, eMoney, Fidelity Clearing and Custody Solutions, MoneyGuide, Morningstar, Redtail, Salesforce and Charles Schwab and shows logos for Apex, Altruist and CAIS. It claims 100+ partners overall. Check that your own custodian is among them before you assume a feed.