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Orion Portfolio Solutions logoO
Portfolio & Custody
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Orion Portfolio Solutions

Orion: Portfolio Management, Trading, and Client Experience.

"Orion Portfolio Solutions is a comprehensive portfolio management platform designed for Registered Investment Advisors (RIAs). It offers tools for portfolio accounting, performance reporting, trading, and client billing, enabling firms to streamline operations and enhance client service."

Launch Product Page
Consensus Grade
A
92/100 Confidence
Institutional Verified
Market Position
Ranked #67 in Portfolio & Custody
Validated Adoption
245 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio accounting and reconciliation
Performance reporting and analytics
Trading and order management
Client portal and communication tools
Billing and revenue management

Primary Use Cases

Portfolio performance reporting
Automated trading and rebalancing
Client billing and fee calculation
Compliance monitoring
Data aggregation and integration

Agentic Intelligence Briefing

"Orion provides an integrated platform for RIAs to manage portfolios, execute trades, and deliver a superior client experience."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive portfolio accounting
Robust trading and rebalancing tools
Extensive integrations with other financial planning software
Client portal and reporting capabilities
Strong data reconciliation and security features

Adoption Hazards

Can be expensive for solo advisors
Steep learning curve
Customization can require technical expertise

Stack Compatibility Profile

How Orion Portfolio Solutions integrates into institutional RIA stacks.

245 Firms Analyzed
Riskalyze Online
96%
Stack Correlation
Nitrogen Wealth
92%
Stack Correlation
Advisor.com
84%
Stack Correlation
Elements Financial Planning
78%
Stack Correlation
ROL
75%
Stack Correlation
NDEX
73%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms of all sizes
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Black Diamond
2Envestnet Tamarac
3Addepar

Value Proposition

"Orion provides a scalable and integrated platform to streamline portfolio management, trading, and client communication, empowering RIAs to deliver exceptional service and drive growth."

Vendor Dossier

Orion Portfolio Solutions logoO
TOWNSQUARE CAPITAL, LLC
orion.com
Corporate Portal

Audit Your RIA Stack

See how Orion Portfolio Solutions fits into your overall tech efficiency score.

Alternative Peer Landscapes

Addepar

AI

Addepar: Holistic portfolio management and performance reporting.

Deeper Intel

Altruist

Modern portfolio management and custody for RIAs.

Deeper Intel

Betterment

Smarter investing, simplified. Powering RIA growth.

Deeper Intel

Envestnet Tamarac

Tamarac: Integrated technology for RIA growth.

Deeper Intel

Fidelity

Empowering RIAs with custody, trading, and support.

Deeper Intel

Jump

Jump: Streamline your portfolio management and reporting.

Deeper Intel
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