---
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?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-09+00%3A35%3A45+-0500&secure%5Bsession_id%5D=e6558f6a-e4c5-4d09-9f0c-0d9ce36147a8&secure%5Btoken%5D=ad39bc0608579ef3b7a233c1135651f7d3d435b744912dce4afd54628f0d93f4&format=llm_user)

## Orion Planning Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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