Orion Planning
Empowering advisors to build personalized financial futures.
"Orion Planning is a financial planning software designed to help financial advisors create comprehensive and personalized financial plans for their clients. It enables advisors to model various scenarios, track progress towards goals, and deliver interactive client experiences. Firms use Orion Planning to enhance client engagement and provide data-driven financial advice."
Strategic Capability Analysis
Agentic Intelligence Briefing
"Orion Planning empowers financial advisors to create and manage personalized financial plans, helping clients achieve their financial goals with data-driven insights."
Stack Compatibility Profile
How Orion Planning integrates into institutional RIA stacks.
Alternative Peer Landscapes
Boldin (for Advisors)
Empowering advisors to build comprehensive financial plans.
EC F
Efficient financial planning solutions for streamlined client service.
eMoney Advisor
Comprehensive financial planning solutions for advisors and their clients.
GMO
GMO: Sophisticated investment strategies for RIAs.
Libretto
Efficient financial planning, simplified client engagement.
MoneyGuidePro
Goals-based financial planning software for advisors.