The Power of Orion, Now Built for You

XYPN expands access to Orion with flexible paths for every firm stage.

Orion has long been a go-to platform for some of the largest firms in the financial services industry, offering a powerful, sophisticated solution built to handle complex reporting, billing, and trading. But for many independent advisors, that power has often felt just out of reach.

That changes now.

For the first time, XYPN members can access Orion in a way that fits their firm’s size, needs, and growth goals. Whether you’re launching your RIA, streamlining billing as you scale, or managing complex reporting across multiple custodians, Orion is now available to you through XYPN with advisor-friendly pricing and XYPN-led support that makes implementation faster and easier than ever.

One Powerful Platform. Three Tiers.

We’ve built three tiers to access Orion, each designed around how you run your firm:

Curated Experience (Start & Grow Tiers)

Get a pre-built, advisor-ready version of Orion designed and managed by XYPN. With standardized infrastructure, pre-configured reports and billing, and direct support from our team, it’s a faster, easier way to get up and running.

Custom Experience (Scale Tier)

For firms that want full control, customization, and advanced functionality, Scale offers you your own Orion database, complete with a tailored setup, expanded integrations, deep flexibility, and access to both XYPN and Orion’s subject matter experts

This Expanded Benefit is Built for Where You Are and Where You’re Headed

Why This Matters

Independent advisors deserve access to the same world-class technology as the biggest firms, without needing to hire a full ops team to implement it.

This partnership expansion makes that possible:

• Simplified onboarding means you can get Orion up and running faster.
• Exclusive XYPN pricing keeps costs aligned with your growth stage.
• Hands-on support from the XYPN Orion team ensures you’re never configuring alone.

From client reporting to complex billing to powerful trading tools, Orion provides the operational backbone your firm needs, now tailored to your workflow.

Your RIA, Powered by Orion

No matter your firm’s stage, you can now tap into Orion’s power with the right level of control, flexibility, and support.