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Planning software

Orion Planning

Hybrid planning tool: goals-based for clients, cash-flow modeling underneath, linked to live portfolio data.

Made by Orion Advisor Solutions, Inc. Visit Orion Planning's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeSolo advisorSolo2-56-2021+
In their words: “Orion Planning is built for advisor firms — solo independents, RIAs, and broker-dealer affiliated practitioners — and the investor clients they serve.”
Vendor says · source
Connections listed2 connectionsOrion Portfolio Accounting, Feathery. Source and date for each below.
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What their website looks like

Screenshot of Orion Planning's homepage
Orion Planning's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Orion Advisor Solutions, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Sold as a standalone module, alongside other Orion products, or in the Orion Advantage Stack; price by quote.

Source: Orion Planning page FAQ (https://orion.com/advisor-tech/planning): pricing depends on firm size and configuration, by quote; there is no orion.com/pricing page. Not found, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. Orion Planning isn't on it: it doesn't publish a price.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Orion Portfolio Accounting
Orion Planning2 connections listed

Data goes out to

Feathery
Connection cost: Orion Planning publishes no pricing for us to read.

No custodian, CRM or planning connection found

We didn't find one on the pages of Orion Advisor Solutions, Inc.'s site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Orion Advisor Solutions, Inc. lists.

Orion Portfolio Accounting
Checked on the vendor's site
  • Data in: live portfolio data, so goal progress updates with portfolio values
Source: Orion Planning page FAQ. Checked Oct 6.
Feathery
Checked on the vendor's site
  • Data out: client financial info fetched into Feathery's onboarding forms
Source: Orion integrations directory: Feathery card. Checked Oct 6.

Moving to Orion Planning from another tool

What Orion Advisor Solutions, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Orion Planning pages we read

We looked on Oct 8. Before you sign, ask Orion Advisor Solutions, Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on Orion Advisor Solutions, Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for Orion Planning yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Orion Planning with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile
eMoney Advisor
No price found
No price on their site · looked Oct 6
Redtail · Listed, no detail given checkedWealthbox · Listed, no detail given checkedFidelity · Listed, no detail given checkedCharles Schwab · Listed, no detail given checkedSEI · Listed, no detail given checkedand 2 more on the profile
View profile

Corrections

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