Orion Portfolio Accounting
iPhone + Android
8.1No. 15 of 81
in Portfolio Management Software
in Portfolio Management Software
- Recognised40% of the score75
- Phone app26% of the score100
- Documented20% of the score77
- Free plan14% of the score0
- Free plan
- No
- Paid plans from
- $1083.33/mo
- Runs on
- Android, api, iPhone, Web
Summary
Orion Portfolio Accounting is ranked #15 of 81 in portfolio management software on Samsung Mobile US Press, made by Orion Portfolio Accounting (Omaha, Nebraska, United States). It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at $1083.33/mo.
Orion Portfolio Accounting plans and pricing
All plansFoundation $13,000/yr Starts at $13,000 Annually Billing and Reporting · Orion Planning · Client Portal and Mobile App · Alternative Investing Platform orion.com · 29 Sept 2026
Essentials $18,000/yr Starts at $18,000 Annually Foundation features · Proposals and New Accounts · Orion Trading · Access to Communities · Business Intelligence orion.com · 29 Sept 2026
Advantage $28,000/yr Starts at $28,000 Annually Essentials features · Orion Risk Intelligence · Orion Compare · Orion Compliance · Amazon Redshift Data Streaming · Advisor Advocate orion.com · 29 Sept 2026
Compared on portfolio management software
Facts
- Asset class coverage
- multi_asset_alternativesorion.com · 20 Sept 2026
- Performance reporting
- Yesorion.com · 20 Sept 2026
- Purpose
- Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms.orion.com · 29 Sept 2026
- Features
- The platform includes advisory fee billing, performance reporting, household-level rebalancing and trading, a client portal and mobile app, professional services, cloud data warehousing, and data services.orion.com · 29 Sept 2026
- Reporting
- Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options.orion.com · 29 Sept 2026
- Reconciliation
- Orion says it reconciles brokerage data with custodians overnight and aims to deliver reconciled positions before the U.S. market opens on a typical trading day.orion.com · 29 Sept 2026
- Integrations
- Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments.orion.com · 29 Sept 2026
- Security
- Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified.orion.com · 29 Sept 2026
- Security controls
- Orion's security statement lists multi-factor authentication, encryption, intrusion detection, backup procedures, and continuous monitoring among its controls.orion.com · 29 Sept 2026
- Support
- Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts.orion.com · 29 Sept 2026
- Professional services
- Orion's Professional Services team can assist with billing, reporting, onboarding, account and data maintenance, quarter-end work, and alternative asset maintenance.orion.com · 29 Sept 2026
- Who it serves
- Orion says the platform serves independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms.orion.com · 29 Sept 2026
- Alternative assets
- Orion supports alternative-asset reporting, billing, and aggregation through its Professional Services team and AltExchange integration.orion.com · 29 Sept 2026
- Availability
- Portfolio Accounting can be deployed as a standalone solution or bundled into Orion Foundation, Essentials, or Advantage Stacks; module availability varies by tier.orion.com · 29 Sept 2026
- Pricing basis
- Orion's product FAQ says standalone pricing is based on firm size, AUM, and configuration, with a tailored quote available on request.orion.com · 29 Sept 2026
Company
- Founded
- 1999orion.com · 28 Sept 2026
- Headquarters
- Omaha, Nebraska, USAorion.com · 28 Sept 2026
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Where it ranks on Samsung Mobile US Press
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Sources
- orion.com/advisor-tech/portfolio-accounting· checked 20 Sept 2026
- orion.com/advisor-tech/portfolio-accounting/repor· checked 29 Sept 2026
- orion.com/integrations· checked 29 Sept 2026
- orion.com/security-privacy· checked 29 Sept 2026
- orion.com/training-support· checked 29 Sept 2026
- orion.com/advisor-tech/portfolio-accounting/profe· checked 29 Sept 2026
- orion.com/advisor-tech· checked 28 Sept 2026
- orion.com/advisor-tech/planning· checked 28 Sept 2026
- orion.com/lp/orion-billing-and-reporting-portfoli· checked 29 Sept 2026