[ Orion A... Reviews ](https://www.g2.com/products/orion-advisor-technology/reviews) [ Orion A... Reviews ](https://www.g2.com/products/orion-advisor-technology/reviews) # Orion Advisor Technology Pricing Overview [Editedit](https://my.g2.com/orion-advisor-technology/pricings) ## Orion Advisor Technology Pricing Key Insights Last updated on Jul 28, 2026 * * * Orion Advisor Technology offers **3 pricing editions** , starting from **$13,000** to **$28,000**. Orion Advisor Technology pricing tiers are designed to support different usage levels and team sizes. Orion Advisor Technology does not offer a **free trial**. Compare the Orion Advisor Technology pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Orion Advisor Tech** for **custom pricing**. * * * Foundation Stack — $13,000 / Per Year Essentials Stack — $18,000 / Per Year Advantage Stack — $28,000 / Per Year Rated 4.4 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Foundation Stack Starting at $13,000.00 Per Year [Request Demo](#) Cornerstone technology for building your firm - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Alternative Invesment Platform - 15% off Any Redtail Plan Show More Essentials Stack Starting at $18,000.00 Per Year [Request Demo](#) Tools to scale on your growth journey - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Alternative Investing Platform - Proposals - Orion Trading - Access to Orion Investment Portal - Business Intelligence Trends App - Redtail Growth Plan Show More Advantage Stack Starting at $28,000.00 Per Year [Request Demo](#) Maximize efficiency, growth, and advisory-client experience - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Proposals - Orion Trading - Access to Orion Investment Portal - Business Intelligence Trends Tool - Redtail Growth Plan - Orion Risk Intelligence - Orion Compliance - Orion Compare - Amazon Redshift Data Streaming - Alternative Investment Platform Show More 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. 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 Show More ## Orion Advisor Technology Pricing FAQs Generated using AI Is Orion Advisor Technology free, or does it offer a free trial? 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. How much does Orion Advisor Technology cost in 2026? 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. Who is Orion Advisor Technology pricing best suited for? 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. What are the key differences between the free and paid versions of Orion Advisor Technology? 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. Is Orion Advisor Technology considered good value for its pricing? 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. ## Top-Rated Alternatives [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(710) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(434) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(296) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/orion-advisor-technology/competitors/alternatives) ## Orion Advisor Technology Pricing Reviews (2) BG Brett G. Small-Business (50 or fewer emp.) 2/26/2026 "Simple, Effective, But Some User Interface Challenges" 5/5 What do you like best about Orion Advisor Technology? I use Orion Advisor Technology for client performance reporting, analysis of my business, and accessing demographic data. I really like the layout of the data and reports features. It's easy to find and see the data I need and access reports in quick form. The initial setup was easy and the software is simple to use. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? I find the client portal and ease of creating repeatable reports could be improved. The client app actually doesn't seem to work as easily due to the two-factor authentication and client interface. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? I use Orion Advisor Technology for client performance reporting and business analysis. It provides easy access to the necessary data for client meetings and business planning, and the reports are easy to find and view quickly. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign BG Bobby G. Small-Business (50 or fewer emp.) 2/25/2026 "Powerful Features with Setup Challenges" 3.5/5 What do you like best about Orion Advisor Technology? I like the audit logs in Orion Advisor Technology; they're my favorite feature because they keep people accountable and reduce the chances of getting thrown under the bus. On the planning side, Orion adds value for more goal-oriented clients. It organizes and collects the data I need to build trades effectively. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? Client portal is our biggest pain point. Our clients are primarily custodied at Charles Schwab and most prefer not to use the portal. The cost basis information is lacking details and navigation is tough on older-less tech savvy-clients. They particularly complain about having to scroll left and right through a box that takes up half the screen. The main difficulty was organizing data and getting it to upload. As I recall it was a 6 month process and stressed a lot of people out. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? Orion Advisor Technology organizes and collects data for trading, adds value for goal-oriented clients, and its audit logs keep people accountable. We chose it for its compliance capabilities. Review collected by and hosted on G2.com. 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