Launch·
Orion launches plugin for Microsoft Copilot, bringing portfolio and Redtail CRM data into Microsoft 365
DraftUnverified sourceVendor claim
Orion's plugin for Microsoft Copilot lets advisors ask for client updates, meeting prep and portfolio summaries using Orion Connect portfolio data and Redtail CRM records inside Copilot, Excel, Word and PowerPoint, honoring existing permissions. It is rolling out through Microsoft's plugin registry.
Why it matters for investors
RIAs on Microsoft 365 can now pull portfolio and CRM context into the tools they already use, after Orion's September connector for Claude.
Key details
- Company
- Orion
- Source
- Vendor announcement
Source
Orion · orion.com · Found in the news · source checked Oct 29, 2026
Our automatic checker could not load or match this source page. Read the source before relying on it.
Related tools
Orion: Wealthtech reporting and portfolio management.Addepar: Wealth data and reporting.Masttro: Wealth platform for family offices.Asora: Family office wealth platform.
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