[ 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) 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. 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 Show More ## 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 (546) ](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 4/5 (406) ](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 (274) ](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) ![Maggie C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maggie C.") MC Maggie C. AVP Advisory Operations & Support Services Manager Mid-Market (51-1000 emp.) 2/25/2026 More Options - - [Respond as Orion Advisor Technology](https://www.g2.com/survey_responses/orion-advisor-technology-review-12406753/official_response/new) "Streamlined Client Data Management and Top-Notch Support" 5/5 What do you like best about Orion Advisor Technology? I like our relationship with our advocate and relationship manager; we feel supported. I also find the portfolio audit, billing tools, and reporting/queries valuable. The initial setup of Orion Advisor Technology was very easy. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? Queries are hard to search through. 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 to aggregate client data, process management fee billing, and sync client data with Salesforce. It integrates with Cheetah for transaction data uniformity and sets up new custodian data feeds. 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 More Options - - [Respond as Orion Advisor Technology](https://www.g2.com/survey_responses/orion-advisor-technology-review-12406784/official_response/new) "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. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management)[ Investor Reporting ](https://www.g2.com/categories/investor-reporting) ##### Explore More [ Top-rated AR software for tech companies ](https://www.g2.com/discussions/looking-for-top-rated-ar-software-for-tech-companies)[ Best speech-to-text app for large corporate use ](https://www.g2.com/discussions/best-speech-to-text-app-for-large-corporate-use)[ What is the top absence tracking tool for remote teams? ](https://www.g2.com/discussions/what-is-the-top-absence-tracking-tool-for-remote-teams) [ What's the best software for improving sales team performance ](https://www.g2.com/discussions/what-s-the-best-software-for-improving-sales-team-performance)[ Which log monitoring platform offers the fastest alerting features? ](https://www.g2.com/discussions/which-log-monitoring-platform-offers-the-fastest-alerting-features)[ Pros and Cons Details ](https://www.g2.com/products/orion-advisor-technology/reviews?qs=pros-and-cons) Show More [ Top-rated AR software for tech companies ](https://www.g2.com/discussions/looking-for-top-rated-ar-software-for-tech-companies)[ Best speech-to-text app for large corporate use ](https://www.g2.com/discussions/best-speech-to-text-app-for-large-corporate-use)[ What is the top absence tracking tool for remote teams? ](https://www.g2.com/discussions/what-is-the-top-absence-tracking-tool-for-remote-teams) [ What's the best software for improving sales team performance ](https://www.g2.com/discussions/what-s-the-best-software-for-improving-sales-team-performance)[ Which log monitoring platform offers the fastest alerting features? ](https://www.g2.com/discussions/which-log-monitoring-platform-offers-the-fastest-alerting-features)[ Pros and Cons Details ](https://www.g2.com/products/orion-advisor-technology/reviews?qs=pros-and-cons)