Orion

Orion is a leading portfolio accounting and performance reporting tool. Orion provides customized performance reports, supports trade order management, facilitates AUM billing for your clients, and integrates with various advisory tech tools. You can also add Quovo for account aggregation, showing your clients consolidated reporting on all their outside accounts from a single client portal.

Benefit Breakdown

As an XYPN member, you can access Orion at a discounted price. Reach out to our team at orion@xyinvestmentsolutions.com to get your pricing and see if it's a good fit for you!

Account Management

New to Orion?

• Schedule time with our team to see if Orion is the right fit for your firm!
• They'll proceed with the onboarding process if it's a good fit. So that you know, historical data conversions may add additional time (and usually do!).
• If you've already met with our team and are ready to sign up, you can access the Orion Essentials Onboarding form. 
• After chatting with the team and submitting the onboarding form above, you can sign up for Orion right from your Member Portal.

Already using Orion?

• Schedule a time to chat to begin the transition and access lower pricing.
• Early termination fees may apply if you have an existing contract with Orion and would like to move under the XY pricing prior to your first contract renewal (during your contract’s initial term).
• If you have an existing contract with Orion and would like to move under the XY pricing after the initial term of your contract has passed and you are in a renewal period, there are no early termination fees due!
• So that you know, Orion will ask accounting to generate the final invoice based on the appropriate prorated amount if the termination is happening mid-quarter (any other date aside from the last of the quarter).

FAQ

Am I a good fit for Orion?

• Orion is only needed if you directly manage investment assets without the help of XY Investment Solutions or another TAMP. Beyond that, it’s a good fit for you if you have some (but not necessarily all) of the following characteristics:
  • 50-100 or more financial accounts under your management and intentions of growing beyond that number
  • Accounts at multiple custodians (beyond TD or Schwab)
  • The need to retain large amounts of client account history
  • Existing account history already in Orion
  • The specific need for certain integrations supported by Orion
• For those under 50-100 financial accounts, little/no account history to retain, and accounts exclusively held at TD or Schwab, please explore Capitect before scheduling a meeting with our Orion specialist.

Contact

orion@xyinvestmentsolutions.com

Vendor Data Security

To access Orion's due diligence materials, please go to Orion's Trust Center and request access.