Orion Advisor Solutions Review: Financial Advisor CRM

The research in brief

Orion Advisor Solutions is a good fit for financial advisory compliance and client tracking, particularly for RIAs and wealth-management firms that want household-aware client servicing tied to portfolio accounting, planning, custody, aggregation, and compliance workflows. Three of seven platforms named Orion during the ranking stage, at an average listed rank of 5.0 and a best rank of 3. The strongest reason to consider it is the combination of Redtail CRM, Orion Compliance, custodian integrations, and household/account data flows inside one operating environment. The main limitation is that the exact CRM product boundary, standalone pricing, and configuration-specific regulatory-recordkeeping behavior are not fully clear from public information.

Research Snapshot

Why Orion Advisor Solutions Qualified for This Study

Questions explored

• Is Orion Advisor Solutions a good choice for financial advisory compliance and client tracking?
• Why did only three of seven AI platforms name Orion Advisor Solutions during the ranking stage?

Orion Advisor Solutions qualified because three of the seven included platforms named it during ranking discovery, and all seven platforms that evaluated it returned a fit assessment for this use case. The ranking-stage mentions came from Claude, DeepSeek, and Perplexity, with listed ranks of 8, 4, and 3 respectively. The remaining four platforms (ChatGPT, Gemini, Grok, Kimi) evaluated Orion's fit without naming it in the ranking stage.

The entity is a company-level brand, and the relevant product is the Orion Advisor Technology suite, which includes Redtail CRM, Orion Compliance, portfolio accounting, planning, trading, client portal, advisor portal, and Denali AI ^[4]. Orion describes its platform as connecting more than 100 partners across custody, planning, data, and trading ^[13].

Fit ratings across the seven platforms were not unanimous. Anthropic, Gemini, and Grok rated Orion a strong fit; ChatGPT and Perplexity rated it good; DeepSeek and Kimi rated it mixed. That spread is itself a finding: the platforms agreed on household aggregation and custodian connectivity but diverged on how well Orion's publicly documented compliance and recordkeeping features match a compliance-first buyer's requirements.

This review is part of a broader financial advisory compliance and client tracking consensus study covering multiple CRM platforms for RIAs and wealth-management firms.

The software offering in focus

Questions explored

• Which Orion Advisor Solutions product should a buyer choose for financial advisory compliance and client tracking?
• Is Redtail CRM the same thing as Orion CRM, or are they different products?

The most relevant offer is the Orion Advisor Technology suite, with Redtail CRM as the CRM component and Orion Compliance as the compliance layer. Buyers should not assume these are interchangeable product names.

Orion's public materials identify Redtail as the CRM within Orion Advisor Technology ^[5]. Redtail CRM can be used independently or fully integrated with Orion's planning, portfolio accounting, and trading modules ^[9]. Perplexity reported that Redtail CRM is available via subscription priced by number of users, but no public per-seat amount was verified on Orion's main site ^[9].

The naming conflict is material. OpenAI flagged that Orion's current public materials identify Redtail as the CRM while the requested ranking label refers to Orion CRM, and that the exact commercial product name and bundle should be confirmed ^[5]. Perplexity raised the same issue, noting that the exact packaging of "Orion CRM" versus Redtail CRM is not fully clear from the sources checked ^[9]. Google treated Redtail CRM as the relevant product, noting it was acquired by Orion in 2022 and maintains #1 market share status in the 2026 T3 survey ^[41].

For a compliance-focused buyer, the practical question is which combination of Redtail CRM, Orion Compliance, and supporting modules is included in the proposed contract. Orion Compliance publishes three oversight pillars - Employee Oversight, Firm Oversight, and Client Oversight - with separate pricing and dependencies ^[8]. Several compliance capabilities require other Orion products such as Risk Intelligence, Eclipse, or Portfolio Accounting ^[8].

What the AI Platforms Agreed About

Questions explored

• What do AI platforms agree that Orion Advisor Solutions does well for financial advisory compliance and client tracking?
• Does Orion Advisor Solutions support household-level account aggregation across multiple custodians?

The platforms agreed most strongly on household and account aggregation, custodian connectivity, and the breadth of the Orion Advisor Technology suite. Agreement on compliance depth was weaker.

On household and account aggregation, the finding was consistent across platforms. Orion's data hierarchy organizes accounts as Households > Registrations > Accounts > Assets > Transactions, with household values derived through account aggregation and multiple registrations supported under a single household ^[39]. Anthropic reported that Orion's data hierarchy supports household-level account aggregation and multi-generational family structures ^[46]. Google reported that Redtail CRM uses Head of Household designations to link records, organize activity schedules, and log compliance notes ^[30]. Grok cited Unified Managed Households as a household-level coordination feature ^[18].

On custodian and planning integrations, Orion states it connects with more than 100 partners across custody, planning, data, and trading ^[13]. Orion lists integrations with custodians including Fidelity, Schwab, Pershing, Goldman Sachs, and Apex ^[14]. Orion also describes Morningstar ByAllAccounts aggregation from more than 15,000 financial institutions ^[14]. One independent comparison reported Orion account aggregation covering 14,000+ institutions with a 90.1% connection success rate and daily refresh for aggregated accounts ^[43].

On compliance tooling, Orion Compliance includes Employee, Firm, and Client Oversight, with published features including post-trade supervision, drift monitoring, pre-trade compliance, share-class and large-trader oversight, and ADV/AUA/13F overviews ^[8]. Anthropic reported that Orion Compliance maintains a continuous record of compliance activity with timestamped events and alerts and supports exam-ready documentation export ^[7]. Google reported that Redtail provides supervision workflows, automated email and text archiving, and detailed compliance audit trails for enterprise firms ^[24].

On security documentation, Orion's Trust Center lists SOC 1 Type 1, SOC 1 Type 2, SOC 2 Type 2, ISO/IEC 27001:2022, audit logging, and business-continuity documentation ^[33]. Google reported Redtail CRM is SOC 2 Type II certified ^[26].

Where the AI Platforms Disagreed or Were Uncertain

Questions explored

• How reliable is Orion Advisor Solutions for SEC and FINRA regulatory recordkeeping compared with dedicated compliance platforms?
• What is unclear about Orion Advisor Solutions' audit trail retention and communications archiving?

The platforms disagreed most on regulatory recordkeeping depth, and several explicitly labeled their own findings unclear or limited.

Deepseek stated that no public evidence was found in its search results that Orion CRM includes built-in compliance archiving, automatic email/SMS logging, or audit-ready evidence export, and that Orion's compliance capabilities are not clearly described in the available sources ^[34]. Kimi reached a similar conclusion, reporting that no explicit documentation was found confirming SEC/FINRA-compliant conversation archiving, WORM storage, or automated audit trail export within Orion CRM itself ^[4]. OpenAI rated regulatory recordkeeping as unclear, noting that public materials do not clearly establish the complete retention schedule, immutable-archive design, supervision workflow, export format, or coverage of email, text, social, meeting, and voice communications for every Orion CRM configuration ^[33].

Google's findings point the other way on specific Redtail components. Google reported that Redtail Speak is a secure, compliant text messaging solution that is archived and fully integrated into the CRM ^[23], that Redtail Speak satisfies SEC and FINRA requirements for text messaging and compliantly archives searchable and auditable correspondence ^[32], and that Redtail Email complies with Exchange Act Rule 17a-4 requirements for secure, WORM, or audit-trail records retention ^[25]. Google also reported that Redtail reports are permanently archived for compliance purposes ^[31] and that Redtail does not allow direct editing of note text or dates once saved ^[29].

These findings are not necessarily contradictory - they may reflect different scopes (Redtail-specific components versus the broader Orion CRM configuration) - but the platforms did not reconcile them, and buyers should treat the recordkeeping question as unresolved from public sources.

Other uncertainties the platforms flagged:

• The exact scope of "unlimited users" in the Advantage Stack versus per-user add-on pricing is not fully defined in public materials ^[8].
• Compliance module inclusion or add-on status varies by stack; the exact bundling rules are unclear ^[8].
• Implementation cost range and professional services pricing model are not disclosed ^[46].
• Data aggregation refresh frequency and success rate for held-away accounts may vary by custodian ^[43].
• The exact audit trail retention period and compliance with SEC Rule 17a-4 for electronic storage are not detailed in publicly available sources ^[8].
• ISO/IEC 42001 certification scope and regulatory recognition for Denali AI in compliance workflows is unclear ^[4].

Features for this workload

Questions explored

• Does Orion Advisor Solutions support pre-trade compliance checks and trade surveillance for RIAs?
• How does Orion Advisor Solutions handle household and account aggregation for multi-generational families?

Orion's use-case-relevant capabilities cluster into four areas: household and account aggregation, compliance and supervision, custodian and planning integrations, and audit trail and security evidence. Each area has documented strengths and documented gaps.

Household and account aggregation. Orion's data hierarchy supports Households > Registrations > Accounts > Assets > Transactions, with household values derived through account aggregation and multiple registrations under a single household ^[39]. Orion describes household/account-level data flows, including MoneyGuide integration using household and account data ^[5]. A dynamic new-account-opening workflow adapts by account type, household structure, and custodian for Orion Advisor Technology clients who custody with GSCS ^[16]. Orion also exposes household and account-level data to third-party tools like Asset-Map and Salesforce FSC via AppCrown ^[13].

Compliance and supervision. Orion Compliance includes Employee Oversight, Firm Oversight, and Client Oversight ^[8]. Published features include post-trade supervision, drift, pre-trade compliance, share-class and large-trader oversight, and ADV/AUA/13F overviews ^[8]. Orion Compliance automates Form ADV and 13F filings, maintains a compliance calendar, captures audit trails with timestamps, and pulls brokerage feeds automatically ^[7]. Independent coverage describes Orion Compliance as providing document management, trade monitoring, Form ADV automation, audit trail maintenance, and integrations with MyRIACompliance and custodians ^[50]. Grok cited a Compliance Disclose Dashboard with household-level ADV Client Category fields ^[21].

Custodian and planning integrations. Orion states it connects with more than 100 partners across custody, planning, data, and trading ^[13]. Orion lists integrations with Fidelity, Schwab, Pershing, Goldman Sachs, and Apex ^[14]. Orion integrates with Goldman Sachs Custody Solutions to view account details, generate fee files, facilitate trading, and sync custodial documents ^[15]. BNY Pershing's Wove advisory platform integrates with CRM providers including Orion and offers aggregated data and performance reporting ^[34]. Orion integrates with Wealthbox for household and account-level data linking and matching ^[35].

Audit trail and security evidence. Orion's Trust Center lists SOC 1 Type 1, SOC 1 Type 2, SOC 2 Type 2, ISO/IEC 27001:2022, audit logging, and business-continuity documentation ^[33]. Orion's data-protection terms describe retention of personal-data copies when necessary for legal, regulatory, judicial, audit, or internal compliance requirements ^[12]. Google reported that Redtail reports are permanently archived for compliance purposes ^[31] and that Redtail does not allow direct editing of note text or dates once saved ^[29].

Pricing, renewal terms, and ongoing costs

Questions explored

• How much does Orion Advisor Solutions cost per year, and are there setup or cancellation fees?
• Which Orion Advisor Solutions stack includes Orion Compliance, and what does it cost?

Orion's pricing is configuration-dependent, and no platform verified a complete CRM-plus-compliance total from public sources. Published starting prices exist for bundled stacks and for separate compliance modules.

Published stack pricing: Foundation Stack starting at $13,000 per year, Essentials Stack starting at $18,000 per year, and Advantage Stack starting at $28,000 per year ^[6]. Anthropic reported that the Advantage Stack adds Orion Compliance Employee/Firm/Client Oversight, Risk Intelligence, and unlimited users ^[8].

Published compliance module pricing: Employee and Firm Oversight configurations are listed at $8,500 per year for up to 10 users, with additional users at $200 per user per year ^[8]. A published Client Oversight configuration is listed at $10,000 per year plus $5 per account for certain custodians or $8 per account for other approved custodial sources ^[8]. Additional databases may be charged at $2,500 per database ^[8]. Anthropic reported a Client Oversight add-on to Essentials at $12,000 per year for up to 10 users ^[8].

Other published costs: data aggregation for held-away accounts at $10 per household per year for unlimited linked accounts ^[46]. Risk Intelligence standalone at $275 per month or equivalent annual rate ^[8]. Orion's TAMP/platform is described as priced as a basis-point AUM fee that varies by firm size, AUM, and selected services ^[19].

Contract and cancellation terms: publicly reviewed pages did not provide complete contract duration, renewal, termination, cancellation, implementation, service-level, data-return, or migration terms for the proposed CRM configuration ^[8]. Anthropic reported that contract terms are not specified in public sources and require custom negotiation ^[46]. Google reported a 30-day free trial of the Redtail Growth Plan and monthly or annual commitments ^[42].

Price history: Orion implemented an 8.9% price increase effective April 2024, citing inflation ^[40]. Kitces cited a historical $15,000 minimum annual fee for Orion Advisor Services portfolio accounting software in a 2020 analysis ^[51].

Pricing confidence was rated moderate by ChatGPT, Claude, and Grok, and low by DeepSeek, Perplexity, and Kimi. No platform verified a standalone Redtail CRM or complete Orion CRM-suite price for this buyer's exact configuration.

Best Suited For

Questions explored

• Is Orion Advisor Solutions worth it for a multi-advisor RIA that needs household-level client tracking and compliance workflows?
• Which firms get the most value from Orion Advisor Solutions for financial advisory compliance and client tracking?

Orion is best suited for multi-advisor RIAs and wealth-management firms that want CRM-centered client tracking connected to portfolio accounting, planning, custodians, reporting, and compliance workflows ^[5]. The platforms converged on several buyer profiles.

Firms already using or willing to adopt Orion portfolio accounting and related modules ^[5]. Firms needing household/account context connected to planning, portfolio, custody, and client-service workflows ^[5]. Firms that value an integrated suite and can obtain implementation, security, and compliance documentation during enterprise procurement ^[33]. Advisory firms with $100M+ AUM seeking household-level client tracking with audit-ready compliance workflows ^[4]. Firms needing integrated reconciliation across custodians including Schwab, Fidelity, Pershing, and BNY ^[13]. Firms prioritizing regulatory recordkeeping, trade surveillance, and real-time compliance alerts ^[7]. Firms seeking embedded risk profiling, behavioral finance tools, and AI-assisted client workflows alongside CRM ^[4].

Orion serves firms from solo advisors to top RIAs and scales from $50M to $1B+ AUM ^[4]. Orion reports serving 2,300+ advisory firms managing $6.6 trillion in assets, with 100,000+ investment professionals using Redtail CRM ^[4]. Orion reports that 17 of 20 top Barron's RIAs rely on the platform ^[4].

Probably Not Best Suited For

Questions explored

• Who should not choose Orion Advisor Solutions for financial advisory compliance and client tracking?
• Is Orion Advisor Solutions a poor fit for a small RIA with a tight budget?

Orion is probably not the best fit for small firms seeking a low-cost, standalone CRM with simple published per-user pricing ^[5]. The platforms identified several buyer profiles that should look elsewhere.

Solo advisors or very small practices (sub-$50M AUM) where the $13,000+ annual entry cost may not justify the investment ^[4]. Buyers requiring a CRM whose regulatory archiving, supervision, and communications-retention functions are fully documented publicly without additional compliance-module purchases ^[8]. Firms whose existing CRM, custodian, planning, or archival stack is already well integrated and would not benefit from Orion consolidation ^[5]. Firms that require published, fixed pricing and contract terms before sales contact ^[19]. Buyers who need a pure CRM with simple, transparent per-seat pricing and minimal platform complexity ^[9]. Advisors needing automated compliance archiving, pre-trade monitoring, or suitability gating embedded in the CRM workflow without add-on costs ^[34]. Firms requiring purpose-built SEC/FINRA compliance archiving as a primary selection criterion ^[4]. Institutional buy-side asset managers or hedge funds requiring native institutional features like side-letter management, GDPR compliance, and complex AML/KYC tracking ^[53].

When Another Option May Be Better

Questions explored

• What is a better alternative to Orion Advisor Solutions for a buyer who needs transparent per-user CRM pricing?
• When should a buyer choose a dedicated compliance platform instead of Orion Advisor Solutions?

Several platforms named specific alternatives and the conditions under which they may fit better. These are platform-reported suggestions, not independently verified comparisons.

When the primary need is inexpensive relationship tracking, workflows, and household views without adopting a broader Orion operating stack, a specialized standalone advisor CRM may fit better ^[5]. When SEC, FINRA, or state examination readiness is the dominant requirement, a platform with more explicit communications archiving and regulatory-recordkeeping documentation may fit better ^[5]. When the firm's required custodian, planning, billing, or portfolio systems have deeper native integrations elsewhere, another wealth-management platform may fit better ^[5].

Anthropic named Wealthbox, Junxure, and standalone Redtail as narrower, lower-cost options for firms that already have separate portfolio accounting ^[52]. Anthropic also named Advyzon as a lower-cost all-in-one alternative with portfolio, reporting, CRM, rebalancing, and trading ^[40]. Deepseek named FidUlink AI and RegFin for built-in archiving and trade monitoring, and WealthOS (Xamun) for suitability gating and audit-ready ledgers ^[27]. Kimi named RegFin, Advisor Terminal, and FidUlink AI for compliance-first buyers ^[27]. Google named SatuitCRM for buy-side or institutional fund managers requiring GDPR, AML/KYC expiration alerts, and side-letter management ^[53].

For buyers comparing across the broader crm and sales pipeline software category, these alternatives represent different trade-offs between compliance depth, price transparency, and platform breadth.

Questions to ask before choosing a provider

Questions explored

• What should a buyer confirm with Orion Advisor Solutions before signing a contract?
• Does Orion Advisor Solutions meet SEC Rule 17a-4 requirements for electronic record storage?

The platforms collectively produced a long verification list. The most commercially important items are product identity, compliance scope, integration depth, and total cost.

Product identity: Is the proposed product Redtail CRM, Orion Advisor Portal, Orion Compliance, or a bundled Orion Advisor Technology configuration ^[5]? Is the required CRM actually Redtail CRM within Orion Advisor Technology, or a separately contracted Orion CRM package ^[9]? Can Orion CRM be purchased standalone, or is full platform commitment required ^[4]?

Compliance scope: Are CRM notes, emails, texts, attachments, meeting records, tasks, approvals, and supervisory actions retained in an immutable or otherwise regulator-acceptable archive ^[8]? What are the retention schedules, legal-hold procedures, search capabilities, export formats, audit-log fields, and chain-of-custody controls ^[8]? What is the audit trail retention period, and does Orion Compliance meet SEC Rule 17a-4(f) requirements for electronic record storage and immutability ^[8]? Which compliance features require Orion Risk Intelligence, Eclipse, Portfolio Accounting, or other separately priced products ^[8]? Can compliance reviewers document, assign, escalate, approve, and evidence supervisory reviews at the household, account, advisor, and firm levels ^[8]?

Integration depth: Which custodian integrations are native and bidirectional, and what are the synchronization frequency, failure handling, reconciliation, and historical-data rules ^[14]? Does the proposed configuration aggregate held-away assets, and what institutions and account types are supported ^[14]? Which custodian integrations are direct feeds with automatic reconciliation versus API-based or batch processes ^[13]?

Cost and contract: What are the one-time implementation, data conversion, training, integration, support, and ongoing storage or usage fees ^[8]? What contract term, auto-renewal, price-increase, termination, data-return, and migration-assistance provisions apply ^[8]? Are there annual price increases or cost adjustment clauses ^[40]?

Security: Can Orion provide current SOC reports, penetration-test summaries, subprocessors, incident-notification terms, and product-specific security documentation for the contracted services ^[33]?

The consensus assessment

Orion Advisor Solutions is a good, but not unequivocally strong, fit for financial advisory compliance and client tracking. It is strongest for RIAs and wealth-management firms wanting household-aware client servicing tied to portfolio, planning, custody, aggregation, and compliance workflows. The rating is reduced because the exact CRM product boundary, full regulatory-recordkeeping behavior, standalone pricing, and configuration-specific contract terms are not fully clear from public information.

The platform-level fit ratings were split: Claude, Gemini, and Grok rated Orion strong; ChatGPT and Perplexity rated it good; DeepSeek and Kimi rated it mixed. That split reflects a real evidence gap rather than a settled disagreement. Platforms that found Redtail-specific compliance documentation (Google) rated Orion higher than platforms that searched for Orion CRM compliance documentation and found little (Deepseek, Kimi).

AI-platform agreement does not prove product quality. The consensus here is that Orion's household aggregation, custodian connectivity, and suite breadth are well documented, while its regulatory recordkeeping depth, standalone CRM pricing, and contract terms require direct vendor verification before purchase.

How This Review Was Produced

This review was produced from a structured research run dated 2026-10-01. Seven AI platforms (Claude, DeepSeek, Gemini, Grok, Kimi, ChatGPT, Perplexity) were asked to recommend providers for a registered investment advisory firm that must maintain detailed compliance records of client interactions while managing household-level relationships across multiple accounts and family members, with a CRM that integrates with custodians and planning tools and satisfies regulatory recordkeeping requirements.

Three of the seven platforms named Orion Advisor Solutions during the ranking stage. All seven platforms returned a fit assessment for the use case. Fit ratings, strengths, limitations, pricing findings, and verification questions were extracted from each platform's response and compared.

Citations in this review are platform-reported evidence, not independently verified facts. Company-owned citations materially outnumber independent citations in the supplied research, and company claims are not described as independently verified. The supplied URLs were collected from platform responses and were not independently validated by the writer stage. Where a platform supplied no citation for a factual claim, that claim is labeled platform-reported or unverified.

Research limitations

Several limitations apply to this review.

The research was conducted on 2026-10-01; pricing, product packaging, integrations, and compliance documentation may change. Platform-reported dates are provenance metadata and do not independently prove freshness.

The exact CRM product name and bundle should be confirmed. Orion's current public materials identify Redtail as the CRM, while the requested ranking label refers to Orion CRM ^[5]. Perplexity raised the same packaging ambiguity ^[9].

Orion's public integration and product pages describe broad capabilities, but they do not prove that every listed capability is included in every Orion CRM or Advisor Technology contract ^[5].

Public pages provide selected compliance prices but not a complete quote for CRM, implementation, integrations, data migration, support, or all required modules ^[8].

Security attestations and audit logging are documented, but their precise applicability to the buyer's tenant, CRM records, communications, and retention configuration should be verified ^[33].

Deepseek reported that its search results contained no direct pages from Orion.com or independent reviews on Orion CRM's compliance features, and that all its evidence was indirect or from competitor sources ^[34]. Kimi reported that Orion's public website emphasizes overall Advisor Tech capabilities but lacks granular CRM-specific compliance feature documentation ^[4].

The platforms did not reconcile whether Redtail-specific compliance features (Redtail Speak, Redtail Email) extend to every Orion CRM configuration. Buyers should treat this as an open question.

See the broader Financial Advisors and Wealth Management Firms consensus index for comparisons across qualified options.

Sources

Company-Owned Sources

1. One System to Run Your Entire Practice - Advisor Terminal: https://advisorterminal.com/
2. CRM for Financial Advisors: Client & AUM Tracking: https://customermates.com/en/for/financial-advisors
3. Features of the fidUlink AI Platform: https://fidulink.ai/platform-features
4. Orion Advisor Solutions: https://orion.com/
5. Orion Advisor Technology | Financial Advisor Software: https://orion.com/advisor-tech
6. Financial Advisor Portal | Orion Portfolio Solutions: https://orion.com/advisor-tech/advisor-portal
7. Orion Advisor Technology: https://orion.com/advisor-tech/compliance
8. Plans | Orion Compliance Software: https://orion.com/advisor-tech/compliance/plans
9. Financial Advisor CRM: https://orion.com/advisor-tech/CRM
10. The Advisor Experience, Powered by Summit | Orion: https://orion.com/advisor-tech/summit-experience/advisor-experience
11. Fiduciary Duty and Client Data Protection | Orion: https://orion.com/blog/clients-best-interest-data-fiduciary-duty
12. Data Protection Addendum: https://orion.com/download/data-protection-addendum
13. Orion Advisor Integrations: https://orion.com/integrations
14. Integrations Checklist Form Page | Orion: https://orion.com/integrations-checklist
15. Orion Advisor Integrations: https://orion.com/integrations?search==&page=4
16. Orion Launches Digital, Dynamic New Account Opening to: https://orion.com/news/orion-launches-digital-dynamic-new-account-opening-accelerate-speed-advice-through-intelligent
17. Tech Tip Thursday: How to Use Orion's Performance Overview App: https://orion.com/sites/default/files/styles/small/public/image/2026-05/gettyimages-1134491018_2.jpg
18. Orion Unified Managed Households | Orion: https://orion.com/unified-managed-households
19. Orion | Turnkey Asset Management Program: https://orion.com/wealth-management/tamp
20. Financial Services Technology for Custodians: https://orion.com/who-we-serve/custodians
21. Key Features of the Compliance Disclose Dashboard: https://orionadvisorservices.my.site.com/OrionSupportApp/s/article/Compliance-Disclose-Dashboard-Key-Features
22. Client Portal FAQ: https://orionadvisortech.com/oneportalFAQ/
23. Redtail Technology: https://redtailtechnology.com/
24. Enterprise | Redtail Technology: https://redtailtechnology.com/enterprise
25. Redtail Email Addendum: https://redtailtechnology.com/legal/email-addendum
26. The #1 CRM for Financial Advisors - Redtail Technology: https://redtailtechnology.com/sites/default/files/styles/small_hq/public/image/2025-12/RDT_Hero_V6c.jpg
27. RIA Compliance Platform: All Features · RegFin: https://regfin.com/features
28. Compliance - How to Utilize the 13f Dashboard - Redtail Support: https://support.redtailtechnology.com/s/article/Compliance-How-to-Utilize-the-13f-Dashboard
29. (Redtail) How to Update via Excel and FAQs: https://support.redtailtechnology.com/s/article/How-to-Update-via-Excel-and-FAQs
30. (Redtail) Redtail: A First Steps Guide: https://support.redtailtechnology.com/s/article/Redtail-A-First-Steps-Guide
31. Reporting - Getting Started Guide - Redtail Support: https://support.redtailtechnology.com/s/article/Reporting-Getting-Started-Guide
32. (Redtail) Speak Compliance / Security: https://support.redtailtechnology.com/s/article/Speak-Compliance-Security
33. Orion Trust Center: https://trustcenter.orion.com/
34. Advisory | BNY Pershing: https://www.bny.com/pershing/us/en/platforms/wove/advisory.html
35. Orion + Wealthbox: Integration Update: https://www.wealthbox.com/orion-wealthbox-integration-update/
36. CRM for Financial Advisors With AI and No-Code | WeWeb: https://www.weweb.io/use-cases/crm-for-financial-advisors
37. WealthOS - Wealth platform for regulated advice | Xamun: https://www.xamun.ai/os/wealthos
38. Official pricing and terms source: https://orion.com/terms-conditions

Independent Sources

39. Orion: https://databroker.salentica.com/kb/article/180-orion-data-broker/
40. Orion surprises RIAs with 8.9% price jump, effective April 1 (no joke!); blames 'extreme inflation': https://riabiz.com/a/2024/3/2/orion-surprises-rias-with-89-price-jump-effective-april-1-no-joke-blames-extreme-inflation-a-possible-boon-for-upstart-competitors
41. Redtail CRM Review 2026: Pricing, Pros and Cons: https://smartasset.com/financial-advisor/redtail-crm-review
42. Redtail CRM Review: Features, Pricing, Pros and Cons: https://technologyadvice.com/products/redtail-crm-review/
43. Account Aggregation Tools Compared: Orion vs Black Diamond 2026: https://ustechautomations.com/resources/blog/financial-account-aggregation-automation-comparison
44. Redtail Vs. Wealthbox (2025): Which CRM Is Better For Financial Advisors?: https://www.altastreet.com/redtail-vs-wealthbox-2025-which-crm-is-better-for-financial-advisors/
45. Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades: https://www.businesswire.com/news/home/20250204421685/en/Orion-Enhances-its-Unified-Flexible-Advisor-Platform-with-New-Tech-Upgrades
46. Orion Advisor Tech Review, Pricing, and Features (2026: https://www.findmymoat.com/tools/orion-advisor-tech
47. Orion Advisor Technology Pricing 2026: https://www.g2.com/products/orion-advisor-technology/pricing
48. Orion Advisor Technology Reviews 2026: Details, Pricing, & Features: https://www.g2.com/products/orion-advisor-technology/reviews
49. Orion Advisor Solutions - InvestmentNews: https://www.investmentnews.com/companies/orion-advisor-solutions/268071
50. Best filing compliance solutions for RIAs: https://www.investmentnews.com/goria/technology/best-filing-compliance-solutions-for-rias/261797
51. How Advisors Pay For #FinTech And Why It Matters: Cost Of Revenue Vs Overhead: https://www.kitces.com/blog/how-advisors-pay-for-fintech-cost-of-revenue-vs-overhead-vs-clients/
52. The Best CRM for Financial Advisors & Wealth Management 2026: https://www.quickbase.com/blog/best-crm-financial-advisors-wealth-management
53. SatuitCRM vs Redtail: Why Advisor CRMs Fall Short for Buy-Side Investment Managers: https://www.satuit.com/blog/satuitcrm-vs-redtail-why-advisor-crms-fall-short-for-buy-side-investment-managers
54. RIA Software Platforms 2026: Reporting, Billing & Trading: https://x1wealth.com/compare/advisor-platforms-2026