Orion is a wealthtech leader, powering advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.¹ ¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion has #1 market share for All-in-One Software, CRM, and Portfolio Management/Reporting Tools.