Get quick snapshots of fees by custodian, fee schedule assignments, and excluded assets — all on a single screen.
Customize Your Billing
Calculate and charge fees however your firm does business.
Project Future Fees
Inform your growth strategy and forecast opportunities.
Personalize Fee Schedules
Collect revenue quickly and give clients the flexibility to pay fees electronically.
Manage Your Cash Flow
Control your cash flow with the flexibility to bill in arrears or in advance.
Free Resource: Case Study
Spur Serious Growth
When SCF Investment Advisors, Inc., a corporate RIA that supports top-tier registered representatives and financial advisors, needed robust integrated advisory solutions, comprehensive product offerings, and a completely custodian-neutral environment, they turned to Orion.
Find out how Orion’s flexible technology, integrated services, and comprehensive fee billing capabilities within one centralized portal helped SCF grow from $868 million to $1.2 billion in AUM.
One Integrated UX. One Agreement. All the Power of Orion.
57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.1 The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.
Calculate and charge fees however your firm does business with our robust billing engine designed to accommodate various billing needs.