Orion Alternatives (January 2026)

Orion

Orion Advisor Solutions | WealthTech for Advisors

https://orio.com/

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

4.2/5

142+ reviews

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1.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

2.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

3.
PreciseFP | Financial Planning Software for Financial Advisors
https://precisef
.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

4.
Personalized Wealth Management Solutions at Scale | Vestmark
https://www.vestmar
.com/

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

5.
RightCapital: Make Financial Planning a Breeze.
https://www.rightcapita
.com/

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

6.
Fiduciary Education, Designations, Training and Software | Fi360
https://www.fi36
.com/

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

7.
Practifi | Performance Optimization Platform for Wealth Management
https://practif
.com/

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

8.
Advisor Workstation | Financial Advisor Tool | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

9.
Nitrogen | The Growth and Engagement Platform for Advisors
https://nitrogenwealt
.com/

Grow your AUM, streamline client engagement, and protect your firm