Billing and Reporting

Finally take control of your cash flow while presenting the data your clients care about most.

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Orion Advisor Tech Portfolio Rebalancing Advisor Solution

Unlock Growth 
with Streamlined Portfolio Accounting

Tap into powerful portfolio accounting software designed to save you time, scale your back-office processes, and ultimately spur growth.

What's In Your Text Stack

 
 

Foundation

Essentials

Advantage

 

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 PlanGet 15% Off Any Redtail Plancheckmarkcheckmark
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Orion Compliance  checkmark
Amazon Redshift Data Streaming  checkmark
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Starts At$13,000 Annually$18,000 Annually$28,000 Annually
Advisors

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.

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Free Resource: Whitepaper

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.

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Eliminate Busywork. Focus on Your Clients.

Propel productivity and growth with the industry’s #1 market share for portfolio accounting software.¹

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¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.