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Unlock enterprise-level portfolio management tools now configured, supported, and priced exclusively for XYPN members

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HIGH-PERFORMANCE TECH BACKED BY EXPERTS

Orion at your fingertips

Whether you’re starting out, streamlining billing, refining reports, or managing complex trading workflows, Orion’s suite of tools equips you to manage portfolios effortlessly and deliver an exceptional client experience. Through XYPN’s partnership, you gain pre-built pathways—configured for any firm size, now managed and supported by our experts. 

It’s the ideal solution for advisors who want flexibility, control, and a seamless experience without complexity or cost barriers.

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Orion-partnership

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
Account Setup Done For You
Support that scales with you
Free & tiered pricing
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Faster onboarding

Built-in support

Pricing that works for growing firms

Included in membership

One Powerful Platform. Three Options.

Find your fit with add-on support for evolving needs

Tap into Orion with the right level of control, flexibility, and support.

Start

Access XYPN-curated configuration with streamlined, advisor-ready setup, ideal if you want to speed up onboarding and simplify support

 

40 Accounts Free with Membership (Schwab only)
41+ accounts $2000 BASE FEE / yr
  • XYPN-curated reporting
  • Client portal
  • Quick onboarding
  • XYPN team support
Already an Orion customer?

Calculate your savings and explore your options to transfer your account to XYPN's plan.

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Grow

Access a streamlined Orion setup with enhanced billing customization and dedicated support. ideal if you want the flexibility to refine workflows, adjust reporting needs, and confidently evolve your systems as your firm grows

 

$4,000 BASE FEE / yr
+ per-account pricing
  • XYPN-curated reporting
  • Client portal
  • Quick onboarding
  • XYPN team support
  • Billing engine
  • Billing support
  • All Orion-supported Custodians
*Complexity fee may apply beyond 250 accounts. Reach out for more details.

Scale

Access a custom Orion database for full control over reporting, integrations, billing settings, and add-ons—ideal for firms with complex or evolving needs

 

$6,500 BASE FEE  / yr
+ per-account pricing
  • XYPN-curated reporting
  • Client portal
  • Quick onboarding
  • XYPN team support
  • Billing engine
  • Billing support
  • All Orion-supported Custodians
  • Your own Orion database
  • Custom reporting 
  • Advanced billing features

Add-Ons

Eclipse
$1,500 SETUP and $2,000/YEAR

Free FIX Connection with Schwab, household-level modeling, rebalancing, and tax-loss harvesting

 
Astro
$1,000/YEAR MIN or $50/ACCOUNT/YEAR

Direct indexing

Power me up! →
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