About
Orion Advisor Solutions is a premier WealthTech platform delivering a tech-enabled fiduciary process for wealth management professionals. It consolidates the complete advisor workflow — from portfolio accounting and billing to tax-intelligent trading, compliance readiness, risk analysis, and client engagement — into one connected platform. At the center of the platform is Denali AI, an enterprise AI layer that amplifies advisor impact by transforming cross-system data into actionable growth insights. The Denali Data Layer connects data across all integrated tools, ensuring a unified view of client and business intelligence. Redtail CRM, one of the industry's most widely adopted CRMs, is also part of the suite, enabling seamless client relationship management. Orion supports multiple business models: Advisor Managed (full control with scalable tooling), Partially Outsourced via OCIO (outsourced investment management), and Fully Outsourced through its TAMP solution, Orion Portfolio Solutions. Custom Indexing and Direct Indexing capabilities allow advisors to deliver tax-efficient, personalized portfolios at scale. The platform serves RIAs, family offices, broker-dealers, banks, trusts, and custodians. Strategic Insights and the Summit Experience help firms transform data into growth while delivering differentiated client experiences. Orion also provides Cash and Credit solutions, a Trade Desk staffed by experienced specialists, and access to a broad investment model marketplace. Orion is ideal for financial advisors and wealth management firms of any size that want to scale operations, streamline compliance, personalize client experiences, and leverage enterprise-grade AI for sustainable growth.
Key Features
- Denali AI: Enterprise AI layer that amplifies advisor impact by surfacing actionable insights from connected data across the entire Orion ecosystem.
- Portfolio Accounting & Trading: Comprehensive billing, reporting, and tax-intelligent trading tools built for advisors managing portfolios at scale.
- Redtail CRM: Industry-leading CRM purpose-built for financial advisors, enabling seamless client relationship and workflow management.
- Compliance & Risk Intelligence: Integrated compliance tools to keep firms exam-ready and risk analysis features to uncover portfolio risk and opportunity.
- Custom & Direct Indexing: Deliver tax-efficient, personalized investment portfolios at scale with Orion's Custom Indexing capabilities.
Use Cases
- RIAs scaling their operations who need unified portfolio accounting, trading, and compliance tools in one platform.
- Financial advisors seeking to deliver personalized, tax-efficient investment strategies through Custom and Direct Indexing.
- Wealth management firms wanting to outsource investment management via OCIO or TAMP while maintaining a strong client experience.
- Enterprise advisory organizations leveraging AI and data analytics to drive strategic growth and improve advisor productivity.
- Broker-dealers and family offices requiring integrated compliance readiness, risk intelligence, and client portal capabilities.
Pros
- Unified Platform: Consolidates the entire wealth management workflow — CRM, trading, compliance, planning, and AI insights — into one connected ecosystem, reducing tool sprawl.
- Flexible Business Models: Supports Advisor Managed, OCIO, and TAMP configurations, making it adaptable for solo RIAs through large enterprise firms.
- Enterprise AI Integration: Denali AI and the Denali Data Layer provide intelligent, cross-system insights that help advisors scale and grow strategically.
Cons
- Non-Transparent Pricing: Costs are not publicly listed and require a consultation, making it difficult for smaller firms to evaluate affordability upfront.
- Complex Onboarding: The breadth of the platform means implementation and training can require significant time and internal resources.
- US Market Focus: The platform is primarily designed for the US wealth management regulatory environment, limiting its utility for international advisors.
Frequently Asked Questions
Who is Orion designed for?
Orion is built for financial advisors, RIAs, family offices, broker-dealers, banks, trusts, and custodians — from startup advisory firms to large enterprise wealth management organizations.
What business models does Orion support?
Orion supports three primary models: Advisor Managed (full control with scalable tooling), Partially Outsourced via OCIO (outsourced investment management), and Fully Outsourced through its TAMP solution, Orion Portfolio Solutions.
What is Denali AI?
Denali AI is Orion's enterprise AI offering that amplifies advisor impact by analyzing cross-system data from the Denali Data Layer and delivering strategic growth insights across the advisory practice.
Does Orion integrate with other tools?
Yes, Orion offers a broad integrations marketplace connecting with third-party tools and strategists. The Denali Data Layer specifically enables cross-system data connectivity.
What is the Redtail CRM?
Redtail CRM is one of the financial advisory industry's most widely used CRM platforms and is included within the Orion suite, enabling advisors to manage client relationships and workflows efficiently.
