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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
Cascade DebtBetter for debt management. Geared towards slightly larger companies. Has grown faster in terms of web traffic and employee base.Read more
AdvizorProBetter for lead generation. More focused on data organization and CRM integration. Has significantly more employee growth momentum.Read more
eMoneyBetter fit for larger firms. Has garnered more user reviews and positive feedback. Is growing faster in terms of website traffic but slower regarding employee growth. eMoney is a strong Orion Planning competitor and alternative for financial advisors.Read more
SyndicatelyBetter for private equity investment management. More suitable for venture capitalists.Read more
SwaapBetter for cryptocurrency investors. Geared towards larger firms and has significantly faster website traffic growth.Read more
Orion Planning FAQ
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.
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.
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.
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.
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.
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.