You’re Only As Strong As Your Data

Orion’s data service capabilities provide accurate, clean, and timely data to fuel your operations and give you the confidence to scale your business.

Gain Peace Of Mind With Accurate & Secure Data

Jumpstart Your Data with Free Historical Conversions

Receive up to 50 hours of free historical conversions so you can trade, bill, and report trustingly on performance and transactional data.


Start Your Day Confidently with Data Reconciled Domestically

Rest assured that your data is reconciled here in the United States—with over 3.6 million accounts reconciled daily.


Take Charge with Accessible & Actionable Data

Complete tasks quickly and accurately, powered by data that flows seamlessly between applications in real-time.


Trust the Integrity of Your Data through Comprehensive Audits

Know your data is in good hands with daily, weekly, and monthly data audits, in addition to industry-leading security certifications.

Data You Can Trust, When You Need It

Reconciliation On Time, All The Time

We reconcile your accounts daily and domestically, six days a week to ensure your data is ready when you are.

Report, bill, and trade with confidence knowing that Orion reconciles all asset positions, transactions, and cost basis, daily.


View your daily reconciliation status in one central location—aggregating data feeds from more than 1,500 financial institutions.


Interact directly with our expert team of Data Services specialists for timely and comprehensive reconciliation oversight.

Security You Can Trust

We’re SSAE-18 SOC 1 Type II audited and ISO 27001 certified—that’s geek-speak for the highest standards in data security.

Feel confident in our reconciliation processes, which include rigorous daily and monthly audits, as well as an annual examination by an AICPA registered, independent auditor.


Know that your data is securely backed-up by servers in various physical locations to ensure redundancy of data and maintain access in the event of a natural disaster.


Be assured our systems are monitored for cyber-security threats and follow industry-best practices to respond quickly to potential incidents.

Simplified Account Maintenance

Orion’s New Accounts Center centralizes all new accounts within a single location so you can set up, view, and drill into new client data in seconds.

Filter and take quick action on accounts in need of a fee schedule, model portfolio, or management style.


Add accounts automatically through your custodial data feed or with our Master Client List (MCL) Wizard.


Set alerts or subscribe to a daily report to stay informed on accounts missing critical information.


of customers complete their aggregation & reconciliation tasks faster with Orion

Tech Validate – TVID: 07B-A18-32B
“Knowing Orion is so reliable with daily reconciliation allows me to focus on growing my business."
- Adam Grossman, Founder, Mayport Wealth Management

Works Well With:

BNY Mellon Pershing

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.


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. 


Charles Schwab exists to help people achieve better financial outcomes. Orion integrates with Schwab to provide single sign-on and real-time data flow between systems, as well as a seamless digital account opening process.

TD Ameritrade

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 Power of Exceptional Data Services

Learn how to leverage data to better identify business opportunities and position your firm for success.

Good Data Drives Great Results

Let us show you the difference it can make for your business.

Let’s Talk