Orion Advisor Tech
Focus on advisory work rather than managing complex technology infrastructure
- Vendor
- Orion Advisor Solutions
- Also known as
- orion-advisor-tech
What is Orion Advisor Tech?
A wealthtech platform that combines account aggregation from thousands of financial institutions, AI-powered insights, integrated financial planning tools, and multiple investment management options to help advisory firms streamline operations and deliver comprehensive client service.
What Orion Advisor Tech does
The capabilities that matter for wealth management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Schwab fidelity pershing custodial data sync
- ✓
- Monte carlo retirement simulation planning
- ✓
- Automated portfolio rebalancing and tax loss harvesting
- ✓
- Aum fee calculation and direct billing push
- -
- Client facing white label portal and mobile app
- ✓
- Sec finra compliant email and document archiving
- -
- Risk tolerance questionnaires and scoring
- -
- Held away asset aggregation plaid byallaccounts
- ✓
- Estate and tax planning scenarios
- ✓
- SOC2 type ii
- -
- ISO 27001
- -
- Pricing model
- -
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (5)
Independently observed- MoneyGuide
- Fidelity
- RightCapital
- Salesforce
- LexisNexis
Orion Advisor Tech FAQ
Common questions about Orion Advisor Tech, answered from independent, dated evidence.
What is Orion Advisor Tech?
Orion Advisor Solutions provides a unified platform for financial advisors combining account aggregation from 15,000+ institutions, portfolio management, financial planning, automated tax optimization, and AI-driven insights across operations and investment management. It is indexed under Wealth Management.
Source: https://orion.com
What platforms does Orion Advisor Tech support?
We have confirmed browser-based access to Orion Advisor Tech. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.
Source: https://orion.com/blog/when-it-comes-election-what-market-pricing
Can Orion Advisor Tech be self-hosted?
We have only confirmed a cloud / SaaS deployment for Orion Advisor Tech, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
Source: https://orion.com/blog/when-it-comes-election-what-market-pricing
What does Orion Advisor Tech integrate with?
We have confirmed 5 integrations for Orion Advisor Tech, including MoneyGuide, Fidelity, RightCapital, Salesforce and LexisNexis. This is what we could verify from public sources, so the vendor may support others we have not indexed.
Source: https://orion.com
What security certifications does Orion Advisor Tech have?
We have independently confirmed SOC 2 for Orion Advisor Tech. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Orion Advisor Tech not holding them. Always confirm compliance directly before you rely on it.
Source: https://orion.com
Orion Advisor Tech alternatives
Other wealth management we track, ranked by the same independent score.
- WealthboxClient relationship management platform designed for financial advisory firms with integrated AI capabilitiesmedium · 57%
- MoneyGuideProComprehensive financial planning platform for advisors to scale their planning serviceslow · 14%
- AddeparConsolidate fragmented financial data across your firm and leverage AI-powered analytics to manage complex portfolios and automate key workflowslow · 8%
- VestmarkPortfolio management platform designed for scaling wealth management operationslow · 8%
- eMoney AdvisorCentralized financial planning platform for advisors to serve clients at every stage of their financial journeylow · 14%
- Redtail TechnologyA relationship management system for financial advisors to organize and manage client interactionslow · 25%
Compare Orion Advisor Tech
Side by side against other wealth management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Orion Advisor Tech, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Capabilities | 81 | 0.04 | 3.5 | ✓ |
| Security posture | 40 | 0.04 | 1.7 | ✓ |
| Integrations | 9 | 0.05 | 0.4 | ✓ |
| Price level | 0 | 0.10 | 0.0 | - |
| Reliability | 0 | 0.06 | 0.0 | - |
| Pricing transparency | 0 | 0.09 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 5 items | mediumsource · 2026-09-10 · 58% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Estate and tax planning scenarios, Monte carlo retirement simulation planning, Schwab fidelity pershing custodial data sync, Client facing white label portal and mobile app, Held away asset aggregation plaid byallaccounts, Automated portfolio rebalancing and tax loss harvesting | mediumsource · 2026-10-13 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 1 | mediumsource · 2026-10-13 · 60% |
Pricing
| Attribute | Value | Evidence |
|---|---|---|
| Model | commercial | mediumsource · 2026-08-23 · 60% |
Security
| Attribute | Value | Evidence |
|---|---|---|
| Soc2 | Yes | lowsource · 2026-08-23 · 48% |
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