Home / Integrations / Orion
AI tools that integrate with Orion
11 tools name Orion as an integration on their own website. Integration depth varies, so confirm sync direction and fields with the vendor.
Compared
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex ↗ jump.ai/integrations | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page ↗ jump.ai/security | Visit | |
| Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude ↗ zocks.io/all-integrations | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data ↗ zocks.io/pricing | Visit | |
| Basic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 14-day free trial. ↗ wealthbox.com/pricing | Addepar, Altruist, Orion, Black Diamond, eMoney, MoneyGuide, RightCapital, Schwab, Fidelity, Tamarac, Holistiplan, Nitrogen, Asset-Map, Box, Dropbox, Egnyte, Zapier, Calendly, Slack, Claude ↗ wealthbox.com/integrations | SOC 2 Type II (pricing page); SSO mentioned ↗ wealthbox.com/pricing | Visit | |
| Modular 'Centers' on annual terms, e.g. $199/mo, $149/mo and several at $99/mo. Bundle shown at $495/mo. ↗ nitrogenwealth.com/pricing | Orion, eMoney, Schwab, Envestnet ↗ nitrogenwealth.com/integrations | None found | Visit | |
| Basic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo. ↗ rightcapital.com/pricing | Redtail, Wealthbox, Orion, Black Diamond, Addepar, eMoney, MoneyGuide, Schwab, Fidelity, Pershing, Altruist, Tamarac, Morningstar, Advyzon, SS&C, Nitrogen ↗ rightcapital.com/integrations | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ justvanilla.com | Salesforce, Orion, Black Diamond, Addepar, eMoney ↗ justvanilla.com/product-integrations | Says it has completed four consecutive SOC 2 Type II audits with zero findings; AES-256, SSO and MFA mentioned on integrations page ↗ justvanilla.com | Visit | |
| Not published ('Inquire for Pricing'). ↗ wealth.com/pricing | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab ↗ wealth.com | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit ↗ wealth.com/pricing | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ canoeintelligence.com | Addepar, Orion, Black Diamond, Tamarac ↗ canoeintelligence.com | None found | Visit | |
| Pro $90/user/mo billed annually ($99 quarterly), includes $10 AI credits. Max $135/user/mo billed annually ($149 quarterly), unlimited AI. ↗ finturk.com/pricing | Orion, Gmail, Outlook, Google Calendar ↗ finturk.com | SOC 2 Type II compliant ↗ finturk.com | Visit | |
| Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free. ↗ incomelaboratory.com/pricing | Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Orion, Black Diamond ↗ incomelaboratory.com/pricing | SOC 2 Type II ↗ incomelaboratory.com/pricing | Visit | |
| Professional $149/mo or $1,699/yr. Elite $199/mo or $2,269/yr. 30-day free trial. ↗ asset-map.com/pricing | Orion, Black Diamond, Addepar, eMoney, RightCapital, Schwab, Holistiplan, Box, Dropbox ↗ asset-map.com/product/integrations | SOC 2 (stated) ↗ asset-map.com | Visit |
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