Orion

Multi-entity reporting is one of the most persistent operational headaches for family offices: assets spread across custodians, trusts, LLCs, foundations, and alternative holdings rarely live in one place. Orion addresses this directly through its Summit Experience and Denali Data Layer, a purpose-built stack for family offices that consolidates data across custodians, private holdings, and alternative investments into a single interface. A published case study featuring Vincimus, a multi-family office, demonstrates how the stack enables CIOs and CFOs to unify reporting across generations without relying on manual reconciliation between disconnected systems.

The family office offering sits within a broader wealthtech platform that also serves independent RIAs, broker-dealers, and TAMP users, so family offices buy into a mature infrastructure rather than a niche-only product. Key capabilities relevant to family office operations include:

• Entity-level reporting for trusts, LLCs, and foundations with real-time visibility into each structure
• Alternative asset tracking alongside liquid investments through the Denali Data Layer
• Trading tools with model management and rebalancing for both traditional and complex portfolios
• A white-glove client portal (Summit Experience) with mobile access for multi-generational family members
• Integrations with Fidelity, BNY Mellon Pershing, Charles Schwab, Salesforce, and Redtail CRM

Orion holds the number one market share position for CRM, portfolio management, and portfolio design tools among advisors per the 2025 T3/Inside Information survey, which signals a wide integration ecosystem and institutional-grade operational support. The trade-off for family offices is that Orion is primarily designed for advisory firms and RIAs, meaning family offices with no advisor relationship or those operating fully independently may find the product framing and onboarding process oriented toward the adviser-client model rather than the direct family office operating model. Pricing is not publicly disclosed.

• Multi-entity consolidated reporting across trusts, LLCs, foundations, and personal accounts
• Alternative and private asset tracking alongside liquid investments
• Portfolio accounting, performance reporting, and billing
• Client portal delivery for multi-generational family members
• Trading and portfolio rebalancing
• CRM and compliance management for wealth advisory teams

• Summit Experience client and advisor interface
• Denali Data Layer for multi-custodian and alternative asset data unification
• Redtail CRM with deep platform integration
• Custom Indexing with tax-loss harvesting
• Portfolio accounting and automated billing
• Financial planning tools with Monte Carlo simulation
• Trade management with model-based rebalancing
• Compliance monitoring with real-time alerts and trade surveillance
• Client portal with mobile-first access
• Third-party strategist marketplace with 104+ options

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Investment Teams.

Phone support lines for Advisor Tech, Wealth Management, and Brinker Capital; dedicated sales and customer support teams available