unprecedented access ↘
Powerful Tools Made XYPN-Ready
Orion’s portfolio tech now configured, supported, and priced exclusively for members
A Partnership Reimagined
for RIAs Like Yours
Enterprise-level features carefully curated and pre-configured for
independent firms, backed by built-in support
Robust reporting made easy
Faster, decision-free onboarding
Support that scales with you
Free & tiered pricing
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Faster onboarding
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Built-in support
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Pricing that works for growing firms
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Included in membership
One Powerful Platform. Three Tiers.
Find your fit with add-on support for evolving needs
No matter your firm’s stage, you can now tap into Orion’s power with the right level of control, flexibility, and support.
Start
40 Accounts Free with Membership (Schwab only)
41+ accounts $2000 BASE FEE / yr
- XYPN-curated reporting
- Client portal
- Quick onboarding
- XYPN team support
Grow
$4,000 BASE FEE / yr
+ per-account pricing
- XYPN-curated reporting
- Client portal
- Quick onboarding
- XYPN team support
- Billing engine
- Billing support
- Additional Custodial support
*Complexity fee may apply beyond 250 accounts. Reach out for more details.
Scale
$6,500 BASE FEE / yr
+ per-account pricing
- XYPN-curated reporting
- Client portal
- Quick onboarding
- XYPN team support
- Billing engine
- Billing support
- Additional Custodial support
- Your own Orion database
- Custom reporting
- Advanced billing features
Add-Ons
Eclipse
$1,500 SETUP and $2,000/YEAR
Household-level modeling, rebalancing, and tax-loss harvesting
Astro
$1,000/YEAR MIN or $50/ACCOUNT/YEAR
Direct indexing