CircleBlack vs. Orion: Which Makes More Sense for You?

Explore how CircleBlack’s open, interoperable platform stacks up against Orion’s fully bundled native suite.

Why Growing RIAs Compare CircleBlack and Orion

Growing advisors compare CircleBlack and Orion because both function as central operating systems for RIAs: one built for interoperability, the other for a fully bundled suite.

Orion's Approach

Orion emphasizes a full-suite approach, integrating its portfolio management, trading, billing, CRM, planning, and TAMP services into a single bundled solution.

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CircleBlack's Approach

CircleBlack operates an open and interoperable WealthTech platform, connecting a broad ecosystem of advisors tools around its core portfolio management reporting and CRM.

Is CircleBlack or Orion a Better Fit for Your Firm?

We’ll give you an honest assessment of what makes the most sense based on your requirements.

CircleBlack is a great fit if you:

Use WealthTech tools you already know and love, and want to keep using them.

Want the flexibility to adopt new WealthTech tools as your practice evolves.

Seek a predictable, modular pricing model with only the essentials pre-bundled.

Like the idea of a Salesforce-powered CRM, built for advisors, and woven into the reporting environment.

Orion is a great fit if you:

Seek to consolidate your tech stack by replacing the tools your team currently uses.

Prefer a closed ecosystem and are comfortable standardizing on the platform’s way of doing things.

Have the operations staff required to manage a powerful, highly configurable platform on a daily basis.

Possess the resources to support a implementation process designed for operational transformation.

Book a Demo

Simplify daily tasks and client interactions

Without CircleBlack

With CircleBlack

Tools, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.

One central platform for advisors & clients to access all their data, accounts, and files.

Explore CircleBlack

Connect the tools you already use all in one platform

With CircleBlack, seamlessly integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions — spanning CRM, planning, trading, billing, and compliance — plus connect to over 17,000 financial institutions, all within a single platform.

Connect Your Tools