--- title: Orion Advisor Technology Reviews meta\_title: 'Orion Advisor Technology Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 98 reviews by the users' company size, role or industry to find out how Orion Advisor Technology works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 98 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ### Orion Advisor Technology Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **clear and straightforward layout** of Orion Advisor Technology, enhancing their overall user experience. [(44 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431214&qs=pros-and-cons#reviews) Users appreciate the **setup ease** of Orion Advisor Technology, highlighting its intuitive interface and helpful training support. [(27 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431282&qs=pros-and-cons#reviews) Users value the **detailed reporting features** of Orion Advisor Technology, enhancing communication and effectiveness in client presentations. [(22 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431400&qs=pros-and-cons#reviews) Users appreciate the **portfolio view dashboard** of Orion Advisor Technology, enhancing data visualization and client meetings. [(15 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431276&qs=pros-and-cons#reviews) Users commend the **responsive customer support** from Orion Advisor Technology, enhancing their experience and problem resolution. [(14 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431288&qs=pros-and-cons#reviews) Users face **difficult learning** with Orion Advisor Technology, especially regarding client portal navigation and initial setup challenges. [(14 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431413&qs=pros-and-cons#reviews) Users face **integration issues** with Orion Advisor Technology, leading to delays and complexities during setup and enhancements. [(12 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431339&qs=pros-and-cons#reviews) Users find **data accessibility issues** challenging, complicating advice and necessitating verification with external tools. [(9 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431431&qs=pros-and-cons#reviews) Users are disappointed with the **feature deficiencies** in Orion, especially regarding the client portal and limited customization. [(9 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431359&qs=pros-and-cons#reviews) Users find Orion Advisor Technology to be **not user-friendly** due to lagging performance and complex navigation. [(9 mentions)](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431445&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Orion Advisor Technology ##### 1. Ease of Use Users appreciate the **clear and straightforward layout** of Orion Advisor Technology, enhancing their overall user experience. [ See 44 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431214&qs=pros-and-cons#reviews) See Related User Reviews TH Tammie H. Small-Business (50 or fewer emp.) 5.0/5 "Efficient, User-Friendly, and Highly Recommended" What do you like about Orion Advisor Technology? I use Orion Advisor Technology for trading, proposals, and risk intelligence. I like the ease of use, as it allows me to use my time better. It solves JS Jeffrey S. Small-Business (50 or fewer emp.) 5.0/5 "Seamless Performance Reporting, Easy to Use" What do you like about Orion Advisor Technology? I like that Orion Advisor Technology provides client-ready performance reports, which is really helpful for my work. Also, I appreciate its ease of us ##### 2. Setup Ease Users appreciate the **setup ease** of Orion Advisor Technology, highlighting its intuitive interface and helpful training support. [ See 27 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431282&qs=pros-and-cons#reviews) See Related User Reviews TH Tammie H. Small-Business (50 or fewer emp.) 5.0/5 "Efficient, User-Friendly, and Highly Recommended" What do you like about Orion Advisor Technology? I use Orion Advisor Technology for trading, proposals, and risk intelligence. I like the ease of use, as it allows me to use my time better. It solves JS Jeffrey S. Small-Business (50 or fewer emp.) 5.0/5 "Seamless Performance Reporting, Easy to Use" What do you like about Orion Advisor Technology? I like that Orion Advisor Technology provides client-ready performance reports, which is really helpful for my work. Also, I appreciate its ease of us ##### 3. Reporting Users value the **detailed reporting features** of Orion Advisor Technology, enhancing communication and effectiveness in client presentations. [ See 22 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431400&qs=pros-and-cons#reviews) See Related User Reviews JS Jeffrey S. Small-Business (50 or fewer emp.) 5.0/5 "Seamless Performance Reporting, Easy to Use" What do you like about Orion Advisor Technology? I like that Orion Advisor Technology provides client-ready performance reports, which is really helpful for my work. Also, I appreciate its ease of us KS Keaton S. Small-Business (50 or fewer emp.) 4.5/5 "Quick Customizable Reporting, Great for Small Teams" What do you like about Orion Advisor Technology? I really like the quick and easy reporting capabilities of Orion Advisor Technology. It frees up my time and lets me customize reports exactly how I w ##### 4. Functionality Users appreciate the **portfolio view dashboard** of Orion Advisor Technology, enhancing data visualization and client meetings. [ See 15 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431276&qs=pros-and-cons#reviews) See Related User Reviews KG Kyle G. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Portfolio Management, Visual Insights" What do you like about Orion Advisor Technology? I really like the portfolio view dashboard of Orion Advisor Technology that allows us to see our firm data and client data in an easy format. I also l GB George B. Small-Business (50 or fewer emp.) 4.5/5 "Effortlessly Manage RIA Client Assets" What do you like about Orion Advisor Technology? I like Orion Advisor Technology's functionality and the easy access to an Orion rep if I have questions or concerns. I also appreciate Orion Planning, ##### 5. Customer Support Users commend the **responsive customer support** from Orion Advisor Technology, enhancing their experience and problem resolution. [ See 14 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431288&qs=pros-and-cons#reviews) See Related User Reviews KW katie w. Small-Business (50 or fewer emp.) 5.0/5 "Simplified Client Management with Room for More Customization" What do you like about Orion Advisor Technology? I use Orion Advisor Technology for opening accounts portal to Schwab and custom indexing. I really appreciate the resources of investments for clients NH Nancy H. Small-Business (50 or fewer emp.) 4.0/5 "Streamlines Reporting, Needs Custom Report Support" What do you like about Orion Advisor Technology? I like the RMD dashboard in Orion Advisor Technology because it's pretty intuitive. The chat feature for help is also nice. ### 5 Cons or Disadvantages of Orion Advisor Technology ##### 1. Difficult Learning Users face **difficult learning** with Orion Advisor Technology, especially regarding client portal navigation and initial setup challenges. [ See 14 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431413&qs=pros-and-cons#reviews) See Related User Reviews JT Jarrod T. Small-Business (50 or fewer emp.) 5.0/5 "Powerful Customization and Workflow Management" What do you dislike about Orion Advisor Technology? It can be difficult to learn all of the features. KG Kyle G. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Portfolio Management, Visual Insights" What do you dislike about Orion Advisor Technology? Running queries is hard to understand and building new reports can be confusing. ##### 2. Integration Issues Users face **integration issues** with Orion Advisor Technology, leading to delays and complexities during setup and enhancements. [ See 12 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431339&qs=pros-and-cons#reviews) See Related User Reviews LM Laura M. Small-Business (50 or fewer emp.) 5.0/5 "Easy Setup, Stellar EAG Team Support" What do you dislike about Orion Advisor Technology? I find the application process could be more tailored with simpler client openings during interactions. Also, I've faced issues linking with MoneyGuid ![Matthew B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew B.") MB Matthew B. Small-Business (50 or fewer emp.) 4.5/5 "Effortless Client Interaction with Customization" What do you dislike about Orion Advisor Technology? I dislike data feed integrations with custodians. ##### 3. Data Accessibility Users find **data accessibility issues** challenging, complicating advice and necessitating verification with external tools. [ See 9 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431431&qs=pros-and-cons#reviews) See Related User Reviews CW cherie w. Small-Business (50 or fewer emp.) 4.5/5 "Efficient Reporting Made Simple" What do you dislike about Orion Advisor Technology? Clients aren't in the same household, and I wish it would generate the back connection. If I can't see all of the clients' information at the same tim AD Andrew D. Mid-Market (51-1000 emp.) 5.0/5 "Intuitive UI, Real-Time Data for Financial Planners" What do you dislike about Orion Advisor Technology? Sometimes data fails to pull through and requires manual updates, particularly with MYGAs ##### 4. Feature Deficiency Users are disappointed with the **feature deficiencies** in Orion, especially regarding the client portal and limited customization. [ See 9 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431359&qs=pros-and-cons#reviews) See Related User Reviews LD Lyndsy D. Mid-Market (51-1000 emp.) 3.5/5 "Intuitive System with Reporting Limitations" What do you dislike about Orion Advisor Technology? The reporting app is currently impossible to use. We have to pay for managed services to build all reports because RB3 has become so difficult to use. ![Brian E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian E.") BE Brian E. Small-Business (50 or fewer emp.) 3.5/5 "Simple Interface, But Needs More Specific Movement Options" What do you dislike about Orion Advisor Technology? Lack of specific movement ability from within a sleeve. ##### 5. Not User-Friendly Users find Orion Advisor Technology to be **not user-friendly** due to lagging performance and complex navigation. [ See 9 mentions ](https://www.g2.com/products/orion-advisor-technology/reviews?filters%5Bsentiment_snippet%5D=2431445&qs=pros-and-cons#reviews) See Related User Reviews BG Brett G. Small-Business (50 or fewer emp.) 5.0/5 "Simple, Effective, But Some User Interface Challenges" 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 LB Laura B. Mid-Market (51-1000 emp.) 5.0/5 "Excellent Support Articles Make Orion Easy to Learn" What do you dislike about Orion Advisor Technology? Not completely user friendly, but since the trainings are there, it does help work the technology. KS Keaton S. Small-Business (50 or fewer emp.) 2/26/2026 "Quick Customizable Reporting, Great for Small Teams" 4.5/5 What do you like best about Orion Advisor Technology? I really like the quick and easy reporting capabilities of Orion Advisor Technology. It frees up my time and lets me customize reports exactly how I want them, so I can present them to clients in a simplistic way with our logo. The customization aspect of the software is something I truly appreciate. Also, the initial setup was simple. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? I dislike the occasional reporting errors and having to wait for staff to review and correct these errors. 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 quick and easy reporting, solving time constraints and portfolio solutions. It frees up time, allows me to customize reports the way I want, and present them to clients simply with our logo. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign JP Jayson P. Mid-Market (51-1000 emp.) 2/25/2026 "Efficient Reporting with Room for Improvement" 4.5/5 What do you like best about Orion Advisor Technology? I use Orion Advisor Technology for syncing data to our CRM and building reports for advisors and clients. I really like the reports and calculations, especially the fee reports, time-weighted returns, and RMD for the current year. These features help me present the necessary information to clients effectively. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? I think the client portal could be improved because it lags when loading, and the customizations are limited. Also, the report builder can be more user-friendly. 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 sync custodian data to our CRM, solve RMD calculations, and build reports for advisors and clients. It helps present essential fee reports, time-weighted returns, and RMD figures, making it valuable for client transparency. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign RB Richard B. Small-Business (50 or fewer emp.) 2/25/2026 "Highly Customizable Platform with Robust Integration Needs" 5/5 What do you like best about Orion Advisor Technology? I appreciate that Orion Advisor Technology is very customizable from the front end and accepts bulk updates via Excel. This flexibility is incredibly helpful, especially as we combine two offices, making data management much easier. I also find the platform easy to navigate. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? I would like Salesforce-entered data to populate Orion and the trading platform, but right now I have to enter client info separately from what I already have in Salesforce, and unwanted overrides can happen. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? Orion Advisor Technology aids client management by connecting with Schwab and Salesforce. It's customizable, supports bulk Excel updates, and simplifies data management during office merges, though integration with Salesforce for client data updates could improve. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign BL Ben L. Enterprise (\> 1000 emp.) 2/25/2026 "Robust Platform, Complex Setup but Worth It" 5/5 What do you like best about Orion Advisor Technology? I appreciate the Eclipse tool the most in Orion Advisor Technology. It allows us to manage at scale, which is essential for running an enterprise-level business. It also makes billing easy and household-level management seamless, enhancing our experience significantly. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? I find it challenging that Orion Advisor Technology doesn't solve for ice cold, sleet, and multiple models within a single household as opposed to an account. Also, the initial setup was pretty difficult, given the scale of our business. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? Orion Advisor Technology makes billing and household level management easy, offers a seamless reporting experience, and supports both the RIA and camp sides of our business, enabling us to run at an enterprise level. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign CD Chad D. Small-Business (50 or fewer emp.) 2/24/2026 "Effortless Trading, Room for Planning Improvement" 3.5/5 What do you like best about Orion Advisor Technology? I like Orion Advisor Technology for its ease of use. I also appreciate the ability to trade models across all client accounts with the click of a button, which simplifies the trading process significantly. Additionally, I enjoy the ability to sync with Redtail, making my workflow more efficient. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? In the planning software, I can't compare our models to a prospect's current portfolio returns. The 'what if' function is limited because it only uses generic hypothetical returns, and I can't put our own models into the system for better planning. 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 trading models across client accounts easily with a click, and I like its syncing ability with Redtail. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign KK Kyle K. Mid-Market (51-1000 emp.) 2/25/2026 "One-Stop Platform for Advisors, Needs UI Tweaks" 4.5/5 What do you like best about Orion Advisor Technology? I like Orion Advisor Technology because it provides a single platform and acts as a one-stop shop with all the data I need for various tasks. I appreciate being able to build reports with all our data and use that data across all apps within Orion. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? I find the ease of use lacking, especially with the explanation of certain features. The process of adjusting column width is also finicky. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? Orion Advisor Technology helps get advisors what they need for client meetings and provides insights into their business. Its single platform allows us to build reports and use data across all apps, acting as a one-stop shop for all our needs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign BM Blake M. Small-Business (50 or fewer emp.) 2/25/2026 "Efficient Trading with Slight Server Hiccups" 4.5/5 What do you like best about Orion Advisor Technology? I like that Orion Advisor Technology makes quick and easy execution possible and offers easy management of accounts with great model allocation options. Navigating through the platform becomes smooth once you get used to it. I also appreciate the ability to reach out to Orion support when needed, which is important for managing trades and account allocation on tight timelines. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? When the server is busy, we sometimes get 404 errors that will not allow us to load/execute on anything. Some of the applications may take some time to load. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? Orion Advisor Technology provides quick and easy execution, easy management of accounts, and great model allocation options. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign LD Lyndsy D. Mid-Market (51-1000 emp.) 2/25/2026 "Intuitive System with Reporting Limitations" 3.5/5 What do you like best about Orion Advisor Technology? I like Orion Advisor Technology's interface. It's intuitive, so even if you're not a pro, you can easily navigate through it. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? The reporting app is currently impossible to use. We have to pay for managed services to build all reports because RB3 has become so difficult to use. It's also a problem with the query app; more specifically, the turnaround time to get custom queries added is frustrating. We also struggled to understand Orion's best practices and how to best set the database up initially. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? We use Orion Advisor Technology for backend tasks like billing, trading, recon, and reporting, which streamlines these operations for us. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign AW Andrew W. Small-Business (50 or fewer emp.) 2/25/2026 "Effortless Custom Reports, Stellar Support" 5/5 What do you like best about Orion Advisor Technology? I like the user interface, which is easy to navigate and makes building customized client reports straightforward. The navigation bar is particularly helpful, as it provides a list of fields I can add to reports, allowing me to customize data inclusions and report design. Setting up Orion Advisor Technology was very easy, and the team was extremely helpful in providing training on the platform. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? The performance and client account dashboards could be a bit more robust and easy to navigate. 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 create and run custom client reports, providing client-specific tools to keep my clients informed about their investments. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Fernando M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fernando M.") FM Fernando M. Senior Investment Solutions Manager Mid-Market (51-1000 emp.) 2/25/2026 "Seamlessly Integrates Data, Enhances Client Conversations" 4.5/5 What do you like best about Orion Advisor Technology? I like how Orion Advisor Technology brings all data into a seamless experience. It provides a great experience to the end user and advisor and brings value to how they approach client conversations. The initial setup was easy. Review collected by and hosted on G2.com. What do you dislike about Orion Advisor Technology? There could be issues with how the data is brought in and how it’s defined. There are issues with transaction codes not coming correctly. The mapping is not matching when we have different custodial data feeds, meaning custodial transactions could have different codes and it will throw off performance. Review collected by and hosted on G2.com. What problems is Orion Advisor Technology solving and how is that benefiting you? Orion Advisor Technology helps us grow our community at scale, manage rules, and control roles effectively. Review collected by and hosted on G2.com. 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