Orion Portfolio Accounting
Orion Portfolio Accounting: A mature back-office platform for firms managing reporting, fees, trading, and reconciliation. Ranked #21 of 81 in Portfolio Management Software by our editors (7.3/10); pricing: Pricing on request; best for advisors needing mature fee and reconciliation tools.
At a glance
- Editor score7.3 / 10
- PricingPricing on request
- Best forAdvisors needing mature fee and reconciliation tools
- Asset class coverageMulti_asset_alternatives
- Founded1999 · Omaha, Nebraska, United States
- Facts checked20 Sep 2026
Where it wins
- Combines performance reporting, billing, trading, and reconciliation
- Supports alternative-investment reporting and aggregation
- Offers web, iOS, Android, portal, and cloud data warehousing
Where it doesn't
- Pricing requires a tailored quote based on firm size, AUM, and configuration
- Its documented scope centers on portfolio accounting and advisor workflows
- Allocation, risk, and tax-lot capabilities are not established
Our verdict on Orion Portfolio Accounting
Orion Portfolio Accounting is a back-office platform for financial advisors, RIAs, broker-dealers, banks, trust companies, and family offices. Its scope combines portfolio accounting, performance and composite reporting, advisory-fee calculation and posting, household-level rebalancing and trading, direct-custodian reconciliation, alternative-investment reporting, client portals, mobile access, and cloud data warehousing. It can be deployed on its own or bundled into Orion Foundation, Essentials, or Advantage Stacks.
Pricing is based on firm size, assets under management, and configuration, with prospects directed to request a tailored quote. That structure suits firms whose requirements vary across billing, custodians, trading workflows, alternatives, and data services, but it gives buyers no simple public tier comparison. The integration set includes AltExchange, Altruist, Apex Clearing, Asset-Map, eMoney, Fidelity Clearing and Custody Solutions, BlackRock, Morningstar ByAllAccounts, and Risk Intelligence. The available web, iOS, and Android access also supports advisor and client-facing workflows across devices.
The strongest fit is an advisor firm that needs connected operational workflows rather than a narrowly focused performance-reporting tool. Fee calculation, collection, and posting are paired with reconciliation, household trading, RMD tracking, and quarter-end workflow management, while alternative-asset reporting extends the accounting scope beyond standard holdings. Firms should consider Orion when these back-office functions are central and a configurable engagement is acceptable. It is a less direct choice for buyers primarily seeking documented allocation analysis, risk analysis, or tax-lot tracking, or for teams that require transparent plan-by-plan pricing before speaking with sales.
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Orion Portfolio Accounting pricing
Orion Portfolio Accounting fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Not verified |
| Risk analysis | Not verified |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001 |
| Support | Phone, Tickets, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: AltExchange, Altruist, Apex Clearing, Asset-Map, eMoney, Fidelity Clearing and Custody Solutions … See all → |
| Pricing | Pricing on request |
| Website | orion.com |
| Facts checked | 20 Sep 2026 |
Orion Portfolio Accounting integrations
Orion Portfolio Accounting lists 100+ integrations on its own site — the 8 named here are the ones its pages call out.
- AltExchange
- Altruist
- Apex Clearing
- Asset-Map
- eMoney
- Fidelity Clearing and Custody Solutions
- BlackRock
- Morningstar ByAllAccounts
See all Orion Portfolio Accounting integrations →
Alternatives to Orion Portfolio Accounting
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Orion Portfolio Accounting alternatives →
Also Ranked In
Orion Portfolio Accounting is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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