Orion Advisor Tech

#1 in Investor Reporting

Omaha, NE

Products on G2

402

Total reviews

4.4

Avg. star rating

Orion Advisor Technology ranks #1 in Investor Reporting.
Reviews across Orion Advisor Tech's portfolio declined 100.0% quarter-over-quarter.
Orion Advisor Tech's 3 products span 8 categories on G2.
Small Business is the largest segment among reviewers, at 84.5%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Orion Advisor Tech's products.

Page views and citations · Orion Advisor Tech

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Salesforce

Act!

Nitrogen

KonnectzIT

Wealthbox

Losing to

Based on reviewers of other products who said they switched from Orion Advisor Tech.

Wealthbox

16 switched

Practifi

5 switched

Less Annoying Software

3 switched

monday.com

3 switched

Copper

2 switched

Key stats

-100.0%

Small Business

1,947

Omaha, NE

Adoption by company size

Segment	Share of reviews
Small Business	84.5%
Mid-Market	13.0%
Enterprise	2.5%

Quarterly history

Quarter	Total reviews	Avg. rating
2025 Q1	47	4.6
2025 Q2	1	3.5
2025 Q3	23	4.5
2025 Q4	3	3.8
2026 Q1	150	4.4
2026 Q2	3	2.5

About Orion Advisor Tech

Orion Advisor Tech is a leading provider of technology solutions for financial advisors and wealth management firms. The company offers a comprehensive suite of tools designed to streamline operations, enhance client engagement, and improve investment management. Their platform includes portfolio management, reporting, billing, and compliance solutions, all aimed at empowering advisors to deliver exceptional service and achieve better investment outcomes. With a focus on innovation and client success, Orion Advisor Tech supports advisors in navigating the complexities of the financial landscape. Visit their website at https://orionadvisortech.com/ for more information.