Foundation
$13,000 a year
Billing and Reporting · Orion Planning · Client Portal and Mobile App · Alternative Investing Platform
Checked 29 Sep 2026
Plans and prices
Orion Portfolio Accounting pricing
Essentials
$18,000 a year
Foundation features · Proposals and New Accounts · Orion Trading · Access to Communities · Business Intelligence
Checked 29 Sep 2026
Advantage
$28,000 a year
Essentials features · Orion Risk Intelligence · Orion Compare · Orion Compliance · Amazon Redshift Data Streaming · Advisor Advocate
Checked 29 Sep 2026