Get Paid Faster
With headache-free billing capabilities proven to speed-up your billing operations.
Collect Fees with Ease
Our end-to-end advisory fee billing system is built to serve the most complex needs and help you calculate, collect, and post your advisory fees in less time.
- Personalize fee schedules, group clients and accounts by break-point, exclude assets, and more with advanced customization options
- Easily generate fee statements custom created to the standard of each custodian with whom you work
- Navigate complex billing arrangements, assigning custom payout schedules for advisors and other third-parties, on your terms
"Billing every month just gets easier and easier."
- April Menary, Director of Operations, Cedar Brook Financial
Support Fiduciary Success
Simplify your billing experience while supporting fiduciary growth.
Bill for fees on investment management and planning services within the same application.
- Create a consistent billing experience for both one-time and recurring services
- Gain more accurate projections of revenue across your business with consolidated views
- Manage billing for all accounts from a single, user-friendly interface
of users get paid in HALF the time with Orion
Forecast Your Growth
With Orion, you will have the tools you need to gain a more accurate projection of expected revenue—and the intel to help you grow with confidence.
- Project fees for future quarters to better inform your growth strategy
- Track the status of receivables to see if your cash flow is on target
- Offer clients a single, simple process for viewing and paying fees online through BluePay
Link credit card information entered at the household level in Orion with the BluePay payment system, and use the connection to securely charge advisory fees…
eMoney pulls account balance and performance data from Orion to help aid in the financial planning process. The integration also gives users the ability to…
Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one…
Fees foiling your growth?
Find out what the future of fee billing looks like.Download White Paper