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unprecedented access coming october 21 ↘
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
Start
40 Accounts Free with Membership
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