1. [Home](https://www.g2.com/) 2. ... 3. [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) 4. [Orion Advisor Technology Discussions](https://www.g2.com/products/orion-advisor-technology/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg "Product Avatar Image") ![Reward for good Orion Advisor Technology reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37303/medal.svg "Reward for good Orion Advisor Technology reviews") ](/products/orion-advisor-technology/reviews) [ Orion Advisor Technology ](/products/orion-advisor-technology/reviews) (98)4.4/5 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. Show More * * * ### 65.0 Nps Score Already have Orion Advisor Technology? ### All Orion Advisor Technology Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Orion Advisor used for? ](/discussions/what-is-orion-advisor-used-for) What is Orion Advisor used for? 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