Orion Alternatives: 5 Picks for 2026

Leaving Orion is not one decision. The platform covers portfolio accounting, trading, billing, planning, and a CRM in the same corporate group, so "we need an alternative" can mean you want a different reporting engine, a different CRM, a different planning tool, or all three. None of the five names on this shortlist publishes a price we can fetch and date, so the page is a job match, not a discount sheet.

The five picks are Black Diamond, Redtail, Wealthbox, Addepar, and RightCapital, in that order, because those are the names that already sit next to Orion on live advisor pages. They are not five versions of the same product. Two are reporting platforms, two are CRMs, and one is planning software. If you treat them as interchangeable, you will leave Orion and still be missing the module that actually hurt.

TL;DR: Replace Orion's reporting with Black Diamond or Addepar, replace the CRM with Redtail or Wealthbox, and replace planning with RightCapital. If you need two of those jobs, you will buy two products. Every vendor here is quote only or not published; ask for seats, modules, conversion, and training in writing.

How we evaluated

Each product was scored on the job it actually performs, the data it is the system of record for, how a conversion from Orion would work, staff training load, and whether a partner can defend the pick without a public price. Vendor claims had to appear on the vendor's own current site. Anything we could not confirm is absent.

Price was a pass/fail. A dollar figure next to a vendor appears only when we fetched a dated public number. Black Diamond, Redtail, Wealthbox, and RightCapital are not in a store we can cite. Addepar publishes no price. This page therefore prints no vendor prices, ranges, or stand-in language.

The reader is already leaving Orion, or is close enough that a partner asked for a shortlist. That is why each section names who should not pick that product as well as who should. A shortlist that fits everyone is a catalog, not a decision.

The book you are taking with you is large even when your firm is small. According to SIFMA, U.S. retirement assets were $53.6 trillion in 2025 and household liquid financial assets were $80.4 trillion. An alternative that cannot explain those accounts in the format your clients already expect will feel like a step backward in month two.

1. Black Diamond

Black Diamond, from SS&C, is the reporting and wealth-operations alternative for firms whose Orion pain is performance, billing, and the client packet, not the contact list. The vendor's current site states 3,300-plus firms, 4.6-plus trillion in AUM on the platform, and 1 million active users across CRM, portfolio management, investment management, oversight, and trust. Those are scale claims, not prices.

Who it is for: RIAs, breakaway teams, broker-dealers, family offices, banks, and trust companies that want a single reporting foundation with a large existing user base. Who it is not for: a firm whose real complaint is CRM adoption, or a firm whose book is mostly unmodeled alternatives and multi-entity look-through.

Ask the quote to split portfolio reporting, any CRM piece, conversion of historical performance, report templates, and training. Ask how lots, billing rules, and custodian feeds move off Orion, and in what file format. If the seller will not name the conversion owner, you do not yet have a project.

Pros: Reporting is the core job, which is the job most firms mean when they say they are leaving a portfolio platform. SS&C publishes a wide buyer list, so your custodian and entity type may already be a known setup. Cons: Public pricing is not published. It will not replace a planning tool or a CRM you actually like. A conversion of historical composites is still a quarter of work.

2. Redtail

Redtail is the CRM alternative, not a portfolio-accounting alternative. It sits in the same corporate family as Orion, which is an awkward fact for a "leaving Orion" page and also a useful one: some firms keep the CRM and leave the accounting, and some do the reverse. The vendor lists CRM, Speak, Imaging, and Email, plus more than 100 integration partners.

Who it is for: teams whose Orion pain was never accounting; it was notes, tasks, and archived communication, or who want to keep a CRM they already know while they move reporting somewhere else. Who it is not for: a firm that needs a new performance engine. Redtail will not become that engine.

Ask the quote to split seats, Speak, Imaging, Email, and conversion of contacts. Ask whether you can keep Redtail if you terminate other modules in the same family, in writing. If the reason you are leaving is the invoice for the whole stack, get that unbundled on paper before you shop CRMs.

Pros: It is a CRM with named communication and document modules, which is a clean system of record for people. Training can start with logging calls. Cons: Public pricing is not published. Speak may need broker-dealer approval. Buying Redtail as an "Orion alternative" without moving accounting leaves the original reporting complaint in place.

3. Wealthbox

Wealthbox is the other CRM on this list, built as an advisor workspace with contacts, workflows, pipeline, email and calendar sync, mobile, dashboards, and 150-plus integrations. The vendor publishes SOC 2 Type II and 256-bit encryption. There is no public price we can print.

Who it is for: firms leaving Orion's CRM experience, or firms that never adopted the CRM they already pay for and want a workspace advisors will actually open. Who it is not for: a firm that needs portfolio accounting or planning from the same vendor. Wealthbox is the contact and workflow layer.

Ask the quote to split seats, any AI assistant line, conversion from the current CRM, SSO, and the length of onboarding. Ask how household IDs map to your reporting system after Orion is gone. A CRM conversion that does not preserve household keys will break every downstream report.

Pros: Workflows, pipeline, and calendar live next to the contact, which is the daily advisor job. Integrations include reporting and planning tools, so it can sit beside a new engine. Cons: Not published on price. It does not replace Orion's accounting. AI features still need a human review step in your procedures if they draft client language.

Appointment reminders are a CRM-adjacent job you should not lose in the move; 5 Advisor Appointment Tools 2026 [Pricing Checked] is the companion page for that lane.

4. Addepar

Addepar is the data-model alternative for firms leaving Orion because the book does not fit a standard RIA close. According to Addepar, the platform powers more than 9 trillion in assets across 1,500-plus clients and 60-plus countries. The vendor describes aggregation across asset classes, verification of incoming data, multi-entity and multi-currency analysis, custom reporting, and APIs. Quote only.

Who it is for: family offices, UHNW RIAs, and any firm whose Orion reports cannot tell the truth about entities, private funds, or look-through. Who it is not for: a firm that wanted cheaper billing and faster model trades. Addepar is not an RIA trading blotter.

Ask the quote to split users, data onboarding, historical conversion, report design, feed exceptions, and API access. Ask what a capital-account statement looks like after load, using one of your real funds. If the demo stays on public equities, you have not tested the reason you are leaving.

Pros: The model is built for the assets that break templated RIA reports. Verification flags are a published operational path. Cons: Quote only. Trading and household billing are not the buy. Implementation is a data project with a long dual-run if you care about history.

5. RightCapital

RightCapital is the planning alternative, not a reporting or CRM alternative. The vendor's site describes interactive retirement planning, tax planning, insurance needs, risk tolerance, Snapshot summaries, Blueprint visuals, cash-flow maps, and a client portal. There is no public price we can print.

Who it is for: firms that used Orion planning, or that never liked the plan output, and want a client-facing plan they can sit in a meeting with. Who it is not for: a firm whose actual fire is unmatched performance or a dead CRM. A plan will not close the books.

Ask the quote to split advisor seats, client-portal access, conversion of existing plans, and whether tax and risk modules are separate lines. Ask how account values will flow once Orion is no longer the data source. A plan that is re-keyed by hand every quarter is how you recreate the old pain.

Pros: Planning is the product, with named tax, insurance, and cash-flow views. A portal and Snapshot give clients a page that is not a performance PDF. Cons: Not published on price. It does not replace accounting. You still need a CRM and a reporting engine after you leave Orion.

E-signature is the step that turns a plan into a signed IPS or an account form; 7 Best E-Signature Software for Financial Advisors (2026) covers that job so this shortlist can stay on the five names.

Side-by-side: the five jobs

Jobs and pricing posture from each vendor's current public pages as of 2 September 2026; no vendor figure was available to print.

Quote checklist only; none of these cells is a price.

Industry numbers behind the shortlist

These figures describe the market you are taking with you, not a vendor invoice.

Sources: Financial Planning on the IAA/COMPLY snapshot; CFP Board professional demographics.

According to Financial Planning, SEC-registered RIAs numbered 15,870 in 2024 with $144.6 trillion in assets and 68.4 million clients. RIAs reported $144.6 trillion in assets in 2024. A shortlist that cannot serve that many households' actual jobs is a logo list.

According to CFP Board, there were 110,946 CFP professionals as of 1 September 2026, with women at 23.8% of the count. CFP professionals numbered 110,946 on 1 September 2026. If 45% of RIAs offer planning, RightCapital is on this list for that reason, not as a reporting twin.

According to the Investment Company Institute, 401(k) plans held $9.9 trillion on 31 March 2026 and IRAs held $18.2 trillion. Those balances show up in the other product and the other product as accounts, in the other product and the other product as households, and in the other product as plan inputs. Name which object you are moving.

According to the U.S. Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 1% from 2025 to 2035, with about 17,100 openings a year. Training the people who fill those openings on a new stack is part of the leaving cost.

What leaving Orion actually costs

You do not leave "Orion." You leave a system of record. If you only replace reporting, CRM history still has to live somewhere. If you only replace CRM, the composite still has to close.

Planning ranges for a small or mid-size RIA; none of the five vendors publishes a public conversion SLA cited here.

The expensive month is the dual-run. Staff will keep using Orion for one job while they learn the replacement for another. Write that month into the partner memo as capacity you will not sell.

Retraining is the second cost. A CSR who can run an Orion packet still cannot run a Black Diamond template, a Wealthbox workflow, or a RightCapital Snapshot without hours on the new screen. Name the people before you sign.

If you keep Orion for accounting and only replace planning, the cost is the data feed, not a full conversion. After RightCapital finishes a plan Snapshot, US Tech Automations can file the PDF, open the signature task, and date the next review so the plan does not die in a portal.

When Black Diamond or Addepar posts a quarterly packet, US Tech Automations can send the household notice and log the send, which is the same reminder pattern described in Automate Quarterly Portfolio Review Reminders [Guide]. That is a concrete step, and it is why the homepage sits next to this shortlist.

Verdict

If you are leaving Orion's reporting, start with Black Diamond for a standard RIA book and Addepar for a multi-entity or alternative-heavy book. If you are leaving the CRM, start with Redtail if you want to stay close to the current contact model and Wealthbox if you want a workspace advisors will open. If you are leaving planning, start with RightCapital.

If you are leaving "the whole stack," you are buying at least two products from this list, maybe three. That is not indecision. That is the honest map. Get three quotes that split seats, modules, and conversion, and do not let a seller tell you one logo covers all five jobs.

See pricing for the workflow layer that connects whichever two you keep. See examples.

US Tech Automations can connect this trigger to the next step in the workflow so the queue is not a paste. That is a configuration, not a slogan.

FAQs

Are these five products all Orion replacements?

No. They replace different Orion jobs. Reporting, CRM, and planning are three buys. Pick the job you are leaving first.

Why is there no price for any of them?

None of the five has a public figure we could fetch, date, and link. Four are not in a vendor store we can cite, and Addepar is quote only. Ask for a written split of seats, modules, conversion, and training.

Can I keep Redtail if I leave the rest of Orion?

Ask in writing. Redtail is in the same corporate family. An unbundled CRM quote is the document you need before you shop a second CRM.

Which option fits a family office leaving Orion?

Addepar is the data-model pick on this list. Black Diamond also lists family offices as a buyer. Demo both with a real entity tree, not a sample joint account.

How long will a move take?

Plan on 8–16 weeks for one system of record with a dual-run, and add another cycle if you are replacing CRM and reporting in the same year. The week table is a planning range, not a vendor promise.

Do I still need e-signature and appointment tools?

Yes. None of these five is a complete client-cycle stack. Use the appointment and e-signature companion pages linked above, and put the handoff in a workflow.

What should I export from Orion before I tell anyone we are leaving?

Households, accounts, lots, historical performance, billing rules, notes, tasks, and plan files, in a format you can open without Orion. If you cannot export it, you do not own it.

Key Takeaways

• The five Orion alternatives on this page are two reporting tools, two CRMs, and one planning tool.

• No vendor here publishes a price; every quote has to split seats, modules, and conversion.

• ICI counted $9.9 trillion in 401(k) assets on 31 March 2026, which will land in whatever system of record you pick next.

• Name the Orion job you are leaving before you sit a demo.

• Dual-run weeks are the real switching cost, not the logo on the new login.

• Use US Tech Automations to connect the new report, plan, or CRM task, not as a sixth product on the shortlist.