Orion
Wealth platform covering portfolio accounting, reporting, trading, CRM and planning.
orion.comOrion sells a group of connected advisor products including portfolio accounting, trading, compliance, a client portal, planning tools and Redtail CRM. It also runs a TAMP and a custom indexing service.
Orion was founded in Omaha in 1999 and is backed by TA Associates and Genstar Capital. It merged with Brinker Capital in 2020 and bought Redtail in 2022.
What it does
- Portfolio accounting
- Trading and rebalancing
- Performance reporting
- Client portal
- Redtail CRM
- Compliance
Works with
Custodians
Integrations
- BlackRock
- eMoney
- MoneyGuide
- Morningstar
- Redtail CRM
- Salesforce
As listed by Orion.
Named by others in this directory
Coverage
- Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)
Kitces.com, Nov 2
- Tandems makes Hamilton AI assistant generally available
Financial ADVSR, Oct 27
- Orion’s New Integration Fees Put the Squeeze on Vendors, But Will RIAs Be Stuck With The Bill?
WealthTech Today, Oct 7
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