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."
"Orion Planning empowers financial advisors to create and manage personalized financial plans, helping clients achieve their financial goals with data-driven insights."
Golden Door Research Division
Orion Planning sits squarely in the financial planning software category, a critical component of the modern wealth management technology stack. For firms managing significant AUM, a robust financial planning tool isn't merely a value-add; it's essential for client retention, AUM growth, and operational efficiency. Orion Planning, priced on a per-advisor/month basis, targets advisors seeking to deliver personalized financial futures to their clients. Our analysis considers its effectiveness in meeting the needs of a large RIA ($1B+ AUM).
Orion Planning focuses on several core functionalities:
From an operational perspective, Orion Planning creates leverage by automating aspects of the financial planning process, freeing up advisor time for client relationship management and business development. It standardizes the planning process across the firm, ensuring consistency and compliance. However, the actual leverage achieved depends on the extent to which the tool can be integrated with existing systems and the efficiency of the onboarding process for advisors.
Integration capabilities are paramount for large RIAs. Orion Planning's value is significantly diminished if it operates in a silo. We assess its ability to seamlessly integrate with:
Data flow is equally important. The tool should support bi-directional data synchronization with integrated systems. The more automated the data flow, the less manual effort required, and the lower the risk of errors. We evaluate the availability of APIs and the ease of custom integration.
Orion Planning is most suitable for RIAs that:
Conversely, Orion Planning might not be ideal for RIAs that:
How Orion Planning integrates into institutional RIA stacks.
Win/Loss overlap against top Financial Planning alternatives.
Verified native integrations connecting to Orion Planning
Empowering advisors to build comprehensive financial plans.
Efficient financial planning solutions for streamlined client service.
Comprehensive financial planning solutions for advisors and their clients.
GMO: Sophisticated investment strategies for RIAs.
Efficient financial planning, simplified client engagement.
Goals-based financial planning software for advisors.