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Orion
At XYPN LIVE

Your Firm. Not Your Tech Stack.

Spend less time managing disconnected technology and more time building the firm you want.

Through Orion's partnership with XYPN, advisors have more ways to access Orion's connected wealthtech platform, with exclusive benefits available to XYPN members.

Book a Demo

No commitment required.

Orion
What Is Orion

Everything You Need. Connected By Design.

Most advisors piece together five or six systems to run their firm, a CRM here, a rebalancer there, billing somewhere else. Orion connects reporting, billing, and trading in one platform, so your day runs on one login instead of five.

Reporting and a client experience clients notice

Performance reporting and a branded client portal are built in from day one, so your clients see a polished experience without your team building it themselves.

Built in, not bolted on

Billing that runs clean, every quarter

Orion's billing tools handle standard logic out of the box, with full customization available as your billing needs get more complex.

Grows from standard logic to full customization

Trading and rebalancing, on the same platform

Eclipse gives you trading and rebalancing without leaving the same system you use for reporting and billing, so nothing has to be reconciled across tools.

One login for reporting, billing, and trading
See it running for a firm like yours. Book a Demo →
Orion
Why Orion
25+
Years building wealthtech
$6.6T
In assets under administration
17 of 20
Top Barron's RIA firms run on Orion
100+
Integrations across custody, planning, data, and trading
Orion
Why Orion + XYPN

Two philosophies. One partnership.

Orion builds technology built to support sophisticated advisory firms, the kind of platform that holds up under real complexity. XYPN built a community of independent, fee-only advisors at every stage of building and growing their businesses.

This partnership brings those two things together, so you don't have to choose between running an independent firm and running on enterprise-grade technology.

Your Firm. Your Model. Your Choice.

XYPN members can access Orion through different pathways based on their firm's needs, complexity, and stage of growth.

Start

Curated Orion experience

Best for advisors looking for streamlined reporting and an advisor-ready setup.

Grow

Curated Orion experience + expanded capabilities

Best for firms adding billing, custodians, and operational complexity.

Scale

Custom Orion experience

Best for firms that need their own database, deeper customization, integrations, advanced billing, trading, and more.

You're not figuring it out alone. XYPN members have access to XYPN-led implementation and ongoing Orion support, with Orion subject matter experts available for more advanced needs.

Orion

You came to XYPN LIVE to learn from other advisors, explore what's possible for your firm, and find the people and technology that can help you get there. If Orion sparked an idea, a question, or even a "could this make my life easier?" moment, keep the conversation going.

Book a Demo →

Orion
More From XYPN
XYPN Expands Orion Access for Advisors at Every Growth Stage XYPN + Orion Partnership Overview The Power of Orion, Now Built for You
Orion
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2505-U-26240

Company statistics (25+ years, $6.6T in assets under administration, 17 of 20 top Barron's RIA firms, 100+ integrations) sourced from Orion public company data as of June 30, 2026

Orion