Data as of Aug 16, 2026 · Based on 3,131,739 AI responses across 10,525 prompts · See how Parse measures this
Orion Advisor Solutionsorion.comOrion is an AI-native platform for financial advisors that unifies CRM, planning, portfolio management, reporting, and compliance into a single connected system. It offers flexible technology, investment solutions, and service models—including advisor-managed, partially outsourced OCIO, and fully outsourced TAMP—to help firms scale on their own terms.
Parse Score
#5 of 185 in Financial Advisor Practice Management Software
Sources
orion.com shapes more of what AI says about Orion Advisor Solutions than any other source, at 40% of its citations.
investmentnews.com · rightcapital.com · revisorgroup.com · bill.com
The market map
Financial Advisor Practice Management Software →Where AI ranks Orion Advisor Solutions
+ 1 more market
Excerpts where Orion Advisor Solutions appeared in the AI's answer
Orion Advisor Solutions – widely used for portfolio accounting, reporting, trading, and billing.
Orion Advisor Solutions: A highly regarded WealthTech platform for RIAs that combines portfolio accounting, behavioral planning, trading, and Redtail CRM in one suite.
Excerpts where Orion Advisor Solutions appeared in the AI's answer
Orion Advisor Solutions: Widely regarded as an industry powerhouse for enterprise and growth-focused RIAs . It offers deep, scalable all-in-one capabilities covering portfolio accounting, trading, billing, and robust CRM integrations.
Orion Advisor Solutions: Frequently cited as a market leader, Orion holds a high market share for portfolio management, reporting, and CRM tools, making it a strong choice for comprehensive technology.
Excerpts where Orion Advisor Solutions appeared in the AI's answer
Orion Advisor Solutions: According to the T3/Inside Information Advisor Software Survey, 2025 , Orion holds the #1 market share for portfolio management, reporting tools, and CRM solutions, providing robust custodian data integration.
Orion Advisor Solutions: Identified as having a high market share in portfolio management and reporting, known for robust integrations.
