XYPN is expanding its partnership with Orion to provide members with new ways to access one of the industry's leading portfolio management and advisor technology platforms.
For the first time, XYPN members can access Orion through tiered offerings designed to meet the needs of firms at every stage of growth—from newly launched RIAs seeking streamlined reporting solutions to established firms requiring advanced billing, trading, and portfolio management capabilities.
The expanded benefit combines advisor-friendly pricing, purpose-built Orion configurations, and dedicated support from XYPN's Orion team to help firms implement and scale their technology with confidence.
"This expansion reflects the evolution of our membership and our commitment to supporting advisors through every stage of their business journey," said Alan Moore, XYPN Co-Founder and CEO. "XYPN is no longer solely a platform for launching firms; it is the place where members can scale, thrive, and sustain their practices."
For years, Orion has been a trusted platform for some of the largest and most sophisticated advisory firms in the industry, providing powerful reporting, billing, trading, and portfolio management capabilities. Through this expanded partnership, XYPN members can now access that same technology through a service model designed specifically for independent advisors.
To support firms at different stages of growth, XYPN now offers three pathways to Orion:
The Curated Experience provides a pre-built, advisor-ready version of Orion designed and managed by XYPN. With standardized infrastructure, pre-configured reporting and billing workflows, and ongoing support from the XYPN team, advisors can get up and running quickly while minimizing implementation complexity.
For firms requiring greater flexibility and advanced functionality, the Scale tier provides a dedicated Orion database with customized implementation, expanded integrations, advanced reporting and billing capabilities, and access to both XYPN and Orion subject matter experts.
Independent advisors deserve access to enterprise-grade technology without the operational burden often associated with implementation and management.
This expanded partnership delivers:
By combining Orion's technology with XYPN's service and support model, members can implement the right solution for their firm today while maintaining a technology foundation that grows alongside their business.
Whether you're launching your firm, expanding your operations, or building a more sophisticated advisory business, Orion is now available through XYPN with the flexibility, support, and pricing designed to help you succeed at every stage.