Orion Portfolio Accounting pricing

3 plans on the record

Every plan

$13,000 a year

Starts at $13,000 Annually

Billing and Reporting · Orion Planning · Client Portal and Mobile App · Alternative Investing Platform

Read 29 Sep 2026 · orion.com

$18,000 a year

Starts at $18,000 Annually

Foundation features · Proposals and New Accounts · Orion Trading · Access to Communities · Business Intelligence

Read 29 Sep 2026 · orion.com

$28,000 a year

Starts at $28,000 Annually

Essentials features · Orion Risk Intelligence · Orion Compare · Orion Compliance · Amazon Redshift Data Streaming · Advisor Advocate

Read 29 Sep 2026 · orion.com