Billing and Reporting
Finally take control of your cash flow while presenting the data your clients care about most.
What's In Your Text Stack
Foundation | Essentials | Advantage | |
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Cornerstone technology for building your firm | Tools to scale on your growth journey | Maximize efficiency, growth, and advisory-client experience | |
| Billing and Reporting | 
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| Orion Planning |
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| Client Portal and Mobile App |
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| Alternative Investing Platform |
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| Proposals and New Accounts |
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| Orion Trading |
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| Access to Communities |
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| Business Intelligence |
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| Redtail Growth Plan | Get 15% Off Any Redtail Plan |  | |
| Orion Risk Intelligence | | ||
| Orion Compare | | ||
| Orion Compliance | | ||
| Amazon Redshift Data Streaming | | ||
| Advisor Advocate | | ||
| Starts At | $13,000 Annually | $18,000 Annually | $28,000 Annually |
Grow with confidence. Scale with ease.
Streamline your daily tasks to focus more of your time on your clients.
Customize Your Billing
Calculate and charge fees however your firm does business.
Manage Your Cash Flow
Control your cash flow with the flexibility to bill in arrears or in advance.
Complete Quarter-End in a Snap
Ensure your quarter-end tasks are being reviewed and completed with a comprehensive dashboard.
Access Performance-Driven Composite Reports
Monitor performance of firm-level investment vehicles to better evaluate portfolios.
The Future of Billing: Stats and Strategies for a Modern Approach
Explore how macroeconomic trends, shifting client expectations, and new financial products are reshaping the advisory industry. Advisors must revisit their billing strategies to combat fee compression, attract ideal clients, and deliver more value. From alternative pricing models to expanded services and improved technology, this guide provides actionable insights for advisors aiming to thrive in a dynamic landscape.