Advyzon vs Orion

Pricing

Neither vendor publishes a price you can hold them to, so treat every figure here as a starting point for a quote rather than a rate card.

Orion is strictly quote-only. Every product page states the same thing: cost depends on firm size, assets under management, and which modules you switch on. Third-party sites circulate "Stack" estimates in the low tens of thousands per year, but none appear on Orion's own pages, so do not treat them as official.

Advyzon does not list pricing either. Two third-party figures surface, both unofficial and slightly at odds: roughly $6,000 a year for a single advisor "for all features," and a separate report of $6,500 annually for up to 150 accounts, scaling from there. Read that as "starts around $6,000 to $6,500 a year, quote-based at scale," not a fixed price. Kitces frames Advyzon as "not cheap" at that entry point but "competitively priced for what you get."

The practical takeaway: Advyzon's disclosed entry point sits well below the third-party Orion estimates, which tracks with their different audiences. Insist on an all-in written quote from either vendor, including implementation.

Acquired stack versus in-house build

This is the real fork in the road. Orion grew by buying best-of-breed components and owning them outright, so Redtail CRM, the trading engine, and HiddenLevers-derived risk analytics all live under one roof. That gives Orion genuine depth in each area and a long integration list, over 100 partners, that keeps the platform from becoming the reason you cannot use a favored planning or research tool.

Advyzon took the opposite path. Its CRO has said flatly that "the idea of integrating with 100-plus vendors, it's not going to work," and the firm builds its modules in-house instead. The payoff is consistency: one team, one data foundation, one interface, without the seams that acquired stacks can show. The cost is reach. Advyzon's public integration page names roughly 19 partners, and if your firm depends on a niche best-of-breed tool, you may simply find no connector for it. The company acknowledges the strategy "costs time."

So the choice is breadth and optionality against a single coherent experience. Neither is wrong; they serve different priorities.

Features and depth

Both platforms cover the all-in-one checklist: portfolio accounting, reporting, billing, CRM, rebalancing, planning, and a white-labeled client portal. Both also claim the #1 market-share or satisfaction position in portfolio accounting in the 2026 T3 survey, from different angles, so expect competent core accounting from either.

Where Orion pulls ahead is trading. It supports household-level rebalancing, sleeve-based accounts, and daily tax-loss harvesting with per-client tax sensitivity and wash-sale controls, and it can blend direct indexing, third-party strategist models, and its own proprietary models inside one household. For a firm managing many taxable accounts, that tax-aware depth often anchors the decision. Orion also holds an ISO/IEC 42001 certification for AI management, an unusually specific credential.

Advyzon's strength is polish and reporting breadth within a unified system: a rich component library for branded reports, security-specific metrics that extend to fixed income and crypto, automated batch report generation, and portfolio alerts for cash deposits, RMDs, and out-of-balance accounts. It also runs its own TAMP, Advyzon Investment Management, ranked #1 for TAMP service-provider client satisfaction in 2026.

Which firms each fits

Orion scales unusually wide, from solo RIAs to firms managing tens of billions, and it states that 17 of the top 20 Barron's RIAs run on it. If you want maximum breadth, deep tax-aware trading, and freedom to bolt on outside tools, and you have the operational staff to run a heavier system, Orion fits. Firms already on Redtail have the clearest path in.

Advyzon, with roughly 1,600 advisors onboarded, tends to rate best with established and larger RIAs who value one consistent, self-contained platform over a sprawling integration menu. If you would rather have every module speak the same language than assemble the perfect toolkit, Advyzon fits, provided you can live within its shorter integration list.

Frequently asked questions

Does either Orion or Advyzon publish pricing?

No. Both are quote-based and neither posts an official rate. Orion is explicitly custom by AUM, users, and modules. Advyzon's only figures, roughly $6,000 to $6,500 a year to start, come from third parties and disagree slightly, so confirm your number in writing.

Which one has more integrations?

Orion, by a wide margin. It lists over 100 integration partners, while Advyzon names about 19 and intentionally keeps the list short because it builds in-house. If broad third-party connectivity matters, that gap is decisive.

Do both include a built-in CRM?

Yes. Orion owns Redtail CRM and integrates it across the platform; Advyzon includes its own in-house CRM. The difference is philosophy, an acquired market leader versus a module built to match the rest of the suite.

Which is stronger for tax-aware trading?

Orion, based on disclosed capabilities. Its trading module offers daily tax-loss harvesting with per-client tax sensitivity and wash-sale controls, plus direct-indexing and multi-model blending. Advyzon offers tax-aware rebalancing but does not document the same depth publicly.