---
title: Orion Planning Reviews
meta_title: 'Orion Planning Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Orion Planning works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-06-14'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Orion Planning Reviews
**Vendor:** Orion Advisor Tech  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Orion Planning
Advizr is a financial planning solution for financial institutions and independent practitioners.




## Orion Planning Reviews
  ### 1. Very good user interface and logical planning tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** James R. | Chief Investment Officer, Investment Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Orion Planning?**

The user interface and the logical progression to the planning process.

**What do you dislike about Orion Planning?**

The fact that they were bought out by Orion.

**What problems is Orion Planning solving and how is that benefiting you?**

Financial planning for retirement. Financial planning for college. Social security optimization. Financial planning for insurance. Benefdits to me include: compact and attractive tool for client engagement.



- [View Orion Planning pricing details and edition comparison](https://www.g2.com/products/orion-planning/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-20+02%3A40%3A05+-0500&secure%5Bsession_id%5D=2de74cfe-6729-4a3f-80e9-f48e3076a58e&secure%5Btoken%5D=bd5540d7425f5e245b2bf4ba936c7af5d0f7521c56b0b810c445576808d2fc8f&format=llm_user)


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