Bill More Efficiently—Get Paid Faster
Our end-to-end advisory fee billing system helps you calculate, collect, and post your advisory fees in less time—so you get paid in no time.
Streamline Your Billing Operations
Manage Your Cash Flow On Your Terms
Take control of your cash flow with the flexibility to bill in arrears or in advance, and valued by average daily balance or period ending.
Work Smarter, Not Harder to Bill Accurately
Review critical information, like missing fee and payout schedules, to make necessary updates before you bill.
Save Time with Custodian-Specific Fee Files
Forget time-intensive file formatting with fee files custom-created to each custodian’s standards.
Let Automation Do the Heavy Lifting
Auto-post fees to track your advisory fee receivables without manually marking accounts “fees as paid.”
Bill With Confidence, Every Single Time
Calculate and charge fees however your firm does business with our robust billing engine designed to accommodate various billing needs.
Create any number of flat, tiered, or linear fee schedules for client accounts—and enjoy the flexibility to easily change the calculations for any future billing cycles.
Support multiple fee types outside the traditional AUM-based fee structure, like annual financial planning fees.
Access quick snapshots of fees by custodian, fee schedule assignments, and more—in a single, convenient view.
Collect your revenues quickly, and then pay your stakeholders efficiently—all without the use of error-prone spreadsheets.
Give clients the flexibility to pay fees directly by ACH or credit card through our integration with BluePay.
Track the status of receivables to see if your cash flow is on target for the current billing cycle, empowering you to make real-time, data-driven decisions for your firm.
Assign custom payout schedules for RIAs, Broker-Dealers, and reps.
Gain a more accurate projection of expected revenue for your next billing cycle—and leverage easy-to-use tools to help you get there.
Project fees for future quarters to better inform your growth strategy and evaluate areas for improvement.
Forecast bills to test different billing scenarios, such as changes to client account settings, fee structures, and new accounts.
Generate a test to audit your current accounts, ensuring fees are calculating as expected prior to running your live bill.
of users get paid in HALF the time with OrionTech Validate – TVID: 185-2DD-C52
Works Well With:
Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals. With this integration, access a digital account opening workflow, among other capabilities.
As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. This integration supports integrated trade file capabilities, advisory fee billing files, and other capabilities.
Charles Schwab exists to help people achieve better financial outcomes. Orion integrates with Charles Schwab to provide single sign-on and real-time data flow between systems, as well as a seamless digital account opening process.
TD Ameritrade’s Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. Orion downloads daily files from TD Ameritrade for account reconciliation through a data interface, and integrates directly with the Veo platform for real-time viewing.
The Future of Fee Billing
Learn the latest fee-billing trends that can help you differentiate.
Let Us Show You The Money
Get in touch to learn how our billing capabilities can transform your financial operations.Let’s Talk