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Orion Planning description
Orion Planning is a financial planning software designed specifically for financial advisors and wealth management firms. It allows advisors to connect their clients' financial goals with investment strategies and offers tools to manage and report on those investments. It integrates with other popular financial software like Redtail CRM and Morningstar, aiming to streamline a financial advisor's workflow.
Who is Orion Planning best for
Orion Planning helps financial advisors connect client goals with investment strategies. It integrates with popular tools like Redtail CRM and Morningstar. Orion Planning offers reporting, goal tracking, and streamlined workflows.
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Best for small businesses.
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Ideal for financial advisors and wealth management firms.
Orion Planning features
Supported Orion Planning allows generating customizable reports from stored data. |
Supported Orion Planning supports setting, tracking, and monitoring financial goals. |
Supported Orion Planning integrates with other software, especially Redtail CRM, to streamline workflows. |
Orion Planning alternatives
RightCapitalInteractive financial planning tools empowering client-advisor collaboration.Read more
Reach ReportingBeautiful automated reports and dashboards. Financial insights simplified.Read more
Orion Planning FAQ
Orion Planning is financial planning software for financial advisors and wealth management firms. It connects clients' financial goals with investment strategies, offers investment management and reporting tools, and integrates with other financial software like Redtail CRM and Morningstar.
What is Orion Planning and what does Orion Planning do?
Orion Planning is financial planning software for financial advisors and wealth management firms. It connects clients' financial goals with investment strategies, offers investment management and reporting tools, and integrates with other financial software like Redtail CRM and Morningstar.
Orion Planning integrates with other financial software, notably Redtail CRM and Morningstar. This product integration streamlines workflows for financial advisors, improves client engagement, and enhances investment management and reporting.
How does Orion Planning integrate with other tools?
Orion Planning integrates with other financial software, notably Redtail CRM and Morningstar. This product integration streamlines workflows for financial advisors, improves client engagement, and enhances investment management and reporting.
Alternatives to Orion Planning include eMoney for comprehensive financial planning, Snap Projections for Canadian advisors seeking streamlined planning, and AdvizorPro for lead generation in the financial services industry.
What the main competitors of Orion Planning?
Alternatives to Orion Planning include eMoney for comprehensive financial planning, Snap Projections for Canadian advisors seeking streamlined planning, and AdvizorPro for lead generation in the financial services industry.
Orion Planning appears legitimate, offering financial planning software for advisors. G2 rates it 4.5/5 and Glassdoor 3.5/5. Consider exploring alternatives like eMoney or AdvizorPro for similar financial planning solutions.
Is Orion Planning legit?
Orion Planning appears legitimate, offering financial planning software for advisors. G2 rates it 4.5/5 and Glassdoor 3.5/5. Consider exploring alternatives like eMoney or AdvizorPro for similar financial planning solutions.
Orion Planning does not publicly disclose pricing information. Contact their sales team for a customized quote based on your business needs and determine if the product is worth it for you.
How much does Orion Planning cost?
Orion Planning does not publicly disclose pricing information. Contact their sales team for a customized quote based on your business needs and determine if the product is worth it for you.
There is no customer service information available for Orion Planning.
Is Orion Planning customer service good?
There is no customer service information available for Orion Planning.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.