Software that connects to Orion

21 of the 77 tools we list name a connection to Orion on their own site: 10 advisor CRMs, 6 planning tools and 5 AI tools. Here is which way data moves for each, and where we read it.

Which way data moves, as each tool describes it

Sends data to OrionTakes data from OrionTwo-way, in the vendor's words

Send data to Orion (0)

No tool says it sends data here

Orion21 tools connect

Take data from Orion (11)

RedtailWealthboxZocksLeadCenter.AIFinTurkAdvisors AssistantJumpRightCapitalIncome LabOrion PlanningSmartOffice

Two-way (1)

Practifi

Data in and out (2)

MoneyGuideAdvisorEngine

Direction not stated (1)

CogniCor

Named only (6)

CaddiQuivrBlack Diamond CRMeMoney AdvisorNaviPlanPitCrew

The rule: every tool we list that names a live connection to Orion, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Orion

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Takes data from Orion Data in: account feed (typically daily)	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Takes data from Orion Data in: client account balances Single sign-on	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
LeadCenter.AI	Takes data from Orion Data in: current asset values, daily	Checked on the vendor's site · Oct 6LeadCenter.AI Orion integration page (listed under Custodians in the site menu)	$78 a month for one person Connection cost: not checked; its pricing grid marks which plans include the Orion, Zoom and Redtail calendar integrations with icons we couldn't read.
FinTurk	Takes data from Orion Data in: portfolio, account and performance data, including custodian data	Checked on the vendor's site · Oct 6FinTurk integrations page	$90 a month for one person Connection cost: Every integration is included on every plan. Checked on the vendor's site · Oct 26FinTurk pricing page
Advisors Assistant	Takes data from Orion Recorded as "Orion Advisor Services" Data in: investment position downloads	Checked on the vendor's site · Oct 6Advisors Assistant integrations page	With this connection: $94 a month for one person on the Investment Tracking plan Cheapest plan without it: $52 a month for one person Connection cost: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking. Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page Note: Custodian downloads are not in the $52 Core CRM or the $94 Insurance Policy Tracking package. Investment position downloads come with the Investment Tracking ($94), Full Account Tracking ($105) and Agency Management ($137) packages, and transaction downloads are a $95 add-on to those. The integrations page also still lists TD Ameritrade, whose last accounts Schwab moved over in May 2024, so parts of that list may be out of date.
Practifi	Two-way with Orion Data in: portfolio numbers, balances, performance, billing Two-way: client demographics Single sign-on	Checked on the vendor's site · Oct 26Practifi help centre: Using the Orion Integration	$135 a month for one person Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs. Checked on the vendor's site · Oct 6Practifi Naya product page
AdvisorEngine	Takes data from and sends data to Orion Recorded as "Orion Advisor Services" Data out: contact changes Data in: portfolio data	Checked on the vendor's site · Oct 6AdvisorEngine press release on Junxure (now AdvisorEngine CRM) integrationsThe source is from May 2, 2019; ask whether it still works this way.	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Quivr	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Quivr integrations page (custom-engineered integrations)	$250 a month for one person Connection cost: not stated on the Quivr pages we read (Oct 7).
Black Diamond CRM	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions)	No price found Connection cost: Black Diamond CRM publishes no pricing for us to read.
SmartOffice	Takes data from Orion Recorded as "Orion Advisor Services" Data in: client investment accounts and positions Single sign-on	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to Orion

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Orion Data in: position-level account data Single sign-on	Checked on the vendor's site · Oct 6RightCapital help centre: Orion integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from Orion Data in: household data Data in: linked investment accounts	Checked on the vendor's site · Oct 6Income Lab help centre: Orion integration	$165.83 a month for one person Connection cost: Schwab, Fidelity and Orion integrations are listed on the Core plan, and Pro includes everything in Core. Checked on the vendor's site · Oct 6Income Lab pricing page
MoneyGuide	Takes data from and sends data to Orion Data in: a client Data out: adopted plan net worth, adopted plan monte carlo, saved reports Single sign-on	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.
NaviPlan	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given)	No price found Connection cost: NaviPlan publishes no pricing for us to read.
Orion Planning	Takes data from Orion Recorded as "Orion Portfolio Accounting" Data in: live portfolio data, so goal progress updates with portfolio values	Checked on the vendor's site · Oct 6Orion Planning page FAQ	No price found Connection cost: Orion Planning publishes no pricing for us to read.

AI tools that connect to Orion

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Orion integration page	Free for one person Connection cost: not checked yet.
Zocks	Takes data from Orion Data in: real-time portfolio data, performance and insights	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Jump	Takes data from Orion Data in: portfolio context for pre-meeting prep	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
CogniCor	Data moves with Orion; the vendor doesn't say which way Direction not stated: portfolio performance and drift analysis	Checked on the vendor's site · Oct 13CogniCor integrations page	No price found Connection cost: not checked yet.
PitCrew	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves Names Orion, with no detail Recorded as "Orion Trading" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)