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Orion Advisor Services

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Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so Orion built the solution themselves. Orion understands the frustrations you have to work through, because they’re the ones which were experienced by them. So, Orion has come up with an innovative and advanced solutions to problems you face every day. Like you, Orion aren’t content with what exists. Orion looks ahead to uncover what’s next.

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Compatible with

  • ShareFile Enterprise


  • ShareFile

Product Details

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Orion has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than $800 billion in AUA and over 2 million accounts.

Benefits of integrating Orion Advisor Services with Citrix product
Orion Advisor Services offers cloud storage options for Advisors and Investors through our proprietary Client Portal. Integrating with Sharefile allows Orion users to securely and efficiently share documents and files between Advisor/Rep Level users and the end client.


  • Performance Reporting
  • Trading/Rebalancing
  • Tax lot accounting
  • Data Reconciliation
  • Advisory Fee Billing
  • Portfolio Management System
  • Compliance tools
  • Client Portal & Mobile Apps
  • 80+ integrations with other technology providers
  • New Account Opening