Orion’s Stacks pricing model brings together our most powerful technology capabilities into simple, scalable bundles built for how advisory firms actually work. Orion Stacks gives firms an integrated ecosystem — CRM, planning, trading, reporting, billing, data intelligence, and client experience — all designed to work seamlessly as one.
Each Stack includes the essential capabilities advisors rely on every day, plus flexible add-ons so firms can scale into advanced functionality as their business grows. The result: fewer logins, fewer data silos, and a fully connected workflow that saves time and delivers a more consistent client experience.
Orion Advisor Technology has 3 pricing editions, from $13,000 to $28,000. Look at different pricing editions below and see what edition and features meet your budget and needs.
Pricing information for Orion Advisor Technology is supplied by the software provider or retrieved from publicly
accessible pricing materials. Final cost negotiations to purchase Orion Advisor Technology must be conducted with the
seller.
Pricing information was last updated on December 05, 2025
