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No. 35 of 81 ·Portfolio Management Software

Orion Portfolio Accounting

Web · Android · iPhone · API · paid plans from $1083.33/mo

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Freedom report

Two barsScore 6.2

  • Free tierNo free tier on record
  • Open codeNo open-source code on record
  • Runs widely3 of 6 device platforms
  • DocumentedPlans, terms and facts published

Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms. It combines advisory fee billing with household-level rebalancing and trading, a client portal and mobile app, and reporting for alternative assets. Advisors can assemble personalized reports through a drag-and-drop interface with dozens of sub-report options. Orion says brokerage data is reconciled with custodians overnight, with the aim of having positions reconciled before the U.S. market opens on a typical trading day. The platform lists hundreds of integrations and an open API, including an AltExchange integration for alternative-asset aggregation, reporting and billing. It is available as a standalone solution or in Orion Foundation, Essentials or Advantage Stacks, though modules vary by tier. Listed platforms are Android, iOS, web and API. Standalone pricing is available on request and depends on firm size, AUM and configuration. Stack prices start at $13,000 per year for Foundation, $18,000 per year for Essentials and $28,000 per year for Advantage.

Who it is for

It suits independent advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms. Firms needing alternative-asset reporting, billing or aggregation may also find the listed capabilities relevant.

What is good

  • Personalized reports use drag-and-drop tools.
  • Household-level rebalancing and trading are included.
  • Client portal and mobile app are available.
  • Lists hundreds of integrations and an open API.
  • Supports alternative-asset reporting, billing and aggregation.

What to know first

  • No free plan is listed.
  • Standalone pricing requires a tailored quote.
  • Stack modules vary by tier.

Verdict

Orion combines accounting, billing, reporting and trading capabilities for a range of financial firms. Buyers should confirm pricing and which modules are available in their chosen deployment.

Orion Portfolio Accounting plans and pricing

All plans
Foundation $13,000/yr Starts at $13,000 Annually Billing and Reporting · Orion Planning · Client Portal and Mobile App · Alternative Investing Platform orion.com · 29 Sept 2026
Essentials $18,000/yr Starts at $18,000 Annually Foundation features · Proposals and New Accounts · Orion Trading · Access to Communities · Business Intelligence orion.com · 29 Sept 2026
Advantage $28,000/yr Starts at $28,000 Annually Essentials features · Orion Risk Intelligence · Orion Compare · Orion Compliance · Amazon Redshift Data Streaming · Advisor Advocate orion.com · 29 Sept 2026

Compared on portfolio management software

Client portal
Yes
Financial planning
Yes
Proposal generation
Yes
Compliance workflows
Yes
Document vault
Yes
Billing and invoicing
Yes

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