Vetted Score
4.6
/ 5.0
Earned a high score for its robust feature set, seamless integration capabilities, and strong support for advisors, though pricing may be a barrier for smaller firms.
Key Features
Unified Dashboard
Provides a real-time, consolidated view of all client assets, performance metrics, and risk analytics.
Advanced Reporting
Generate customizable, regulatory‑compliant reports with drag‑and‑drop widgets and automated distribution.
Integrated Trading
Execute trades directly from the platform with multi‑broker connectivity and compliance checks.
Frequently Asked Questions
Yes, Orion offers a 30‑day free trial with full access to all core features before committing to a subscription.
Orion integrates with most major custodians and broker‑dealers, including Fidelity, Schwab, TD Ameritrade, and many others via secure APIs.
Absolutely—reports are fully customizable with your logo, color scheme, and layout preferences, and can be saved as reusable templates.
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Specifications
Pricing Model
Subscription-based pricing with tiered plans ranging from $49 to $199 per month, plus custom enterprise options.
Supported Platforms
Web (browser)WindowsmacOSiOSAndroid