Orion Advisor Technology Pricing Overview

No. According to G2 data, Orion Advisor Technology does not offer a free plan or free trial. Users need to purchase a paid plan to access the product. Visit the seller's official pricing page for current pricing details and plan options.

According to G2 data, Orion Advisor Technology pricing in 2026 starts at $13,000.00 and can reach $28,000.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Orion Advisor Tech's official pricing page for the most current details.

Based on G2 reviewer demographics and Orion Advisor Technology's pricing structure, the Foundation Stack suits small RIA firms prioritizing billing, performance reporting, and financial planning. G2 reviews of Orion Advisor Technology show the majority of reviewers are small businesses in financial services who praise ease of use, client reporting, and Redtail integration. The Essentials Stack fits growing mid-market advisory firms needing trading and proposal generation. The Advantage Stack targets compliance-heavy or data-intensive mid-market and enterprise firms, with G2 reviewers in those segments valuing Eclipse trading, portfolio audit, compliance tools, and multi-custodian data aggregation. One enterprise-level G2 reviewer specifically cited Eclipse as essential for managing at scale.

Orion Advisor Technology offers no free version or free trial according to G2's pricing data. The entry point is the Foundation Stack at $13,000.00/year, covering billing, reporting, Orion Planning, client portal, alternative investments, and a Redtail discount. Orion Advisor Technology's Essentials Stack at $18,000.00/year adds trading, proposals, the Orion Investment Portal, and Business Intelligence tools. The Advantage Stack at $28,000.00/year further includes Orion Risk Intelligence, Orion Compliance, Orion Compare, and Amazon Redshift Data Streaming. G2 reviewers highlight trading, compliance, and risk intelligence as standout higher-tier capabilities. Custom enterprise quotes are available for firms requiring tailored configurations beyond the three standard tiers.

G2 reviewers of Orion Advisor Technology broadly indicate strong value, with the majority awarding 4.0 to 5.0 stars. Users consistently cite time savings in trading, billing, reporting, and RMD management as core justifications for the cost. One G2 reviewer noted saving 5 to 10 hours weekly on portfolio due diligence alone. However, a mid-market G2 reviewer flagged the $55 per-account fee as difficult to absorb, and one small-business reviewer reported onboarding taking over a year with increased workload. Orion Advisor Technology's pricing reflects a premium, enterprise-grade investment; firms that fully adopt its ecosystem report strong ROI, while smaller or less technically resourced firms may struggle to realize equivalent value.