Orion Alternatives (September 2025)

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

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

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

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

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

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

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

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

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

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

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.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Centrex is a full suite of white labeled fintech solutions built and designed for brokers, lenders, banks, investors, fintechs, and more.

FIS is fintech for bold ideas. FIS is behind the financial technology that transforms how we live, work and play.

Comprehensive intelligence to drive your company growth while protecting you from financial risk with our B2B Data, Compliance and Credit Risk platform

FIS® Investment Operations Suite - Multi-asset Edition services the full liquidity spectrum across traditional and digital asset classes.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

We are are a global leader in data-driven investment management solutions delivering products and services to optimize efficiency and control.

We automate functions like pricing, hedging, trading, and social media for mortgage brokers. Actionable data bolsters operational and competitive strategies.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

ICE Mortgage Technology is a leading cloud-based platform provider for the mortgage finance industry. Our technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency.

Grow your financial planning business with Covisum's suite of software products. Get a 10-day free trial today.

Partnership Enablement provides a unified solution across the investment lifecycle—from fundraising and investor operations to fund administration.

ASC provides cost-effective Retirement Plan Systems as well as Continuing Education Credits. We're quoted in industry leading publications.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

The trusted partner supporting independent financial advisors. Broker-dealer and registered investment adviser offering personalized service and an industry-leading platform.

MX Technologies helps financial institutions, fintechs, and their consumers to connect financial accounts, surface insights, and build better money experiences.

Q2 creates simple, smart, end-to-end banking and lending experiences that make you an indispensable partner on your customers’ financial journeys

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Q4 helps you create IR websites that capture the imagination, drives behaviour & converts visitors into investors. Make your online vision a reality.

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Our vision is to transform financial lives through advice, people and technology. Our mission is to empower financial freedom for all.

Go further with core banking software designed to enable financial institutions to rapidly launch new products and scale securely with ease.

Unlock the future of retirement planning with Ubiquity's customized, low-cost 401(k) solutions for small businesses and self-employed individuals.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Simple, smart and compliant technology for digital financial services. Our products deliver better experiences that drive growth for banks and financial services.

End-to-end trading, treasury, risk management and regulatory compliance solutions that consolidate and streamline operations, optimize investment, unlock value and drive growth. Adenza give financial institutions confidence by solving today’s challenges, whilst unlocking opportunities for their futures.

The best combination of Portfolio Management System and Middle Office outsourcing Service, designed for traditional, crypto or hybrid funds!

70 of the world's top 100 banks, capital markets, buy-side firms and corporations rely on our technologies and services for mission-critical functions.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

Smartria simplifies compliance for RIAs and networks with intuitive software, automated workflows, and expert support. Streamline your processes today.

End-to-end lending automation platform with the fastest time-to-market and auto-pilot intelligence.

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

Vestwell is a digital savings platform redefining the way workplace plans are powered today for the benefit of advisors, employers, and employees alike.

Hubly allows you to unleash the power of effortless financial advisory. Hubly is the key to transforming your financial advisory firm's household experience.

4Degrees is a Relationship Intelligence CRM Platform Designed to Empower Relationship Driven Teams to Better Leverage Their Networks to Eliminate Busy Work and Move More Deals Forward.

Built for startups and small businesses, ForUsAll is a modern 401(k) provider that provides access to crypto, financial wellness, low fees and more.

The #1 most trusted partner for managing the global issues and policy affairs that present the biggest risks and opportunities to your organization.

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

The best API-driven loan origination system and loan management system for NBFCs, banks and fintechs.

Origin is the all-in-one solution to build wealth. Tools to help you budget, invest, earn in a high-yield cash account, and receive personalized financial guidance.

Join 850+ Venture Capitalists, Private Equity Firms, Investment Banks and Corporates who leverage Tracxn to track the world's most innovative companies and emerging sectors.

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

Orion Law's enterprise legal management software helps streamline operations and boost profitability. Explore our comprehensive solutions for law firms today.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Fullcast empowers leading SaaS companies to plan, execute, and analyze their GTM strategy and execute against it all with a single click.

Engage and convert borrowers faster with Velocify, the mortgage industry's top lead management software.

Applexus Technologies - SAP Gold Partner Company offers SAP software consulting & implementation services to companies across different verticals. Our SAP Technology solutions increase the efficiency and productivity by automating the business process

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

Guide and support your students all the way from orientation to commencement with a full lifecycle academic advising software for higher education.

Streamline your post-trade processing with Theorem's integrated solutions.

Learn how the #1 CRM for financial services, Financial Services Cloud, can grow relationships, reduce cost to serve, and deliver personalized insights at scale.

3CLogic transforms CX and EX with globally available AI and contact center solutions, built to enhance CRM and Customer Service Management platforms.

Pico provides a comprehensive global ecosystem of best-in-class technology and services that connect and enable the financial markets community across global electronic markets & asset classes.

The Fieldguide AI Platform for Advisory & Audit provides an engagement automation platform for advisory and audit firms to save time, increase margins, and improve client satisfaction.

Learn how SS&C Intralinks’ secure document-sharing platform streamlines workflows for M&A, alternative investments and capital markets professionals.

Discover Equisoft/connect Gain exclusive access to the web-based CRM software designed specifically for insurance and finance professionals . Equisoft/connect is an indispensable tool for financial advisors seeking to optimize their business practice and customer relationship management. See how Equisoft/connect will provide you with all the essentials you need to maximize and simplify your book of business. 792f0012-abfd-403c-aba5-75c5c13e0895

Receive an average of $813 in savings and operational improvement per loan. See why lenders across the industry trust our Encompass® Digital Mortgage Software to help them originate more loans, lower costs, reduce time to close, and make smarter decisions.

Affinity's helps dealmakers find and close more deals with relationship intelligence, automation, data enrichment, and AI. Reduce data entry and become more data-driven.

eFront is the go-to solution suite for alternative investment professionals. Find an alternative investment solution here with eFront.

Explore how GuidingCare®, HealthEdge's advanced care management solution suite, improves care coordination, evidence-based strategies, and population health.

AngelList builds the infrastructure that powers the startup economy—providing investors and innovators with the tools to grow.

Your Experts for Business Solutions include Sage, Microsoft, Salesforce, ERP, CRM, BI, HCM, and more—offices across Canada, the US & the Caribbean.

Redtail Email - provides financial professionals with a convenient and compliant way to retain, retrieve, and report on email correspondence.

Assess the financial stabililty of the companies you do business with by accessing Creditsafe's business credit report database. Get a free report today.

The Sageworks commercial loan origination system from Abrigo is business lending software that automates origination through boarding to help book loans faster.

Accelerate your sales process with a unified revenue platform: CPQ, Contract Management, Subscription Management, Proposals and e-Signature.

Explore MeridianLink's industry-leading suite of digital lending solutions for banks, credit unions, fintechs, and more.

A single source of truth and tools finance teams need to create connections, enabling growth and make informed business decisions.

Discover RiskImmune, your ultimate solution for Third-Party Risk Management. Empower your business with our cutting-edge platform designed to identify, assess, and mitigate risks associated with external partners and vendors. Experience seamless integration, real-time monitoring, and comprehensive risk analysis to safeguard your operations and enhance compliance. Stay ahead of potential threats with RiskImmune’s innovative tools and expert insights. Optimize your third-party interactions and build a resilient business foundation with RiskImmune.

Streamline employee cash and equity incentives with our all-in-one incentive compensation management software. Book a demo with Shareforce.