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Covisum vs Orion Advisor Tech
People
Price
Published entry price
$1,083.33+per month
Financial Advisory Practice
Annual estimate10 people, entry price
$13,000+
Flat rate
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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Wealth Management Platforms
Product
Social Security claiming and retirement income planning platform for financial advisors.
Wealth management technology platform for financial advisors with portfolio accounting.
Headquarters
Leawood, Kansas
Omaha, Nebraska
Company size
11-50 employees
1,001-5,000 employees
Founded
2012
1999
Pricing details
Plan
Published entry price
Published rate
$1,083.33+ / month
Billable seats
Flat rate
Free options
Free trial
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026