Greetings all! Our firm ($317M / 386 HHs) is considering a move away from Orion for a couple reasons: 1. This 8.9% upcharge for "out of pocket third-party expenses"; and 2. The platform is overkill for us - we use their Billing, Reports, Client Portal, Compliance, and Queries; and not much else. We use iRebal and Schwab Advisor Center for Rebalancing and Trading. In our due diligence, all three of Advyzon, BD, and Tamarac have seemingly better versions of all of those services. The big differences left are pricing and ease-of-use. Advyzon can replace both Orion and Redtail with their all-in-one platform - but will it be robust enough for us as we grow? (10%-15% per year) Black Diamond Reporting is very comprehensive and sleek, but we don't want to go back to Salesforce CRM. Tamarac has it all, but feels very similar to Orion and their CRM is more costly than Redtail. Will they be overkill for us as well? Is there anyone who has done this research already and made the move from Orion to any three of these other options? I'd like to know if you're satisfied with the move and if the transition was smooth. TIA!

I'll give a list in the poll, but feel free to rank them in the comments.