Billing

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

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

47%

of users get paid in HALF the time with Orion
Tech Validate – TVID: 185-2DD-C52

Related Integrations

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…

BluePay

Credit Card Processing

About Our Integration

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 to the client’s credit card and receive updates on posted payments in Orion's billing application.

About BluePay

BluePay is both a merchant account provider and a technology company, which allows them to truly provide an all-in-one payment solution. Through their technology platform, they offer a merchant account solution, payment gateway, mobile and ACH processing through one company. They are also one of the only payment processors in the US with an A+ BBB rating. BluePay is a powerful integration that allows you to charge your client’s management fees directly to their credit card within the Orion system.

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…

eMoney Advisor

Credit Card Processing | Financial Planning

About Our Integration

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 run Orion reports on demand inside eMoney, and view Orion statements inside the eMoney vault for added efficiency.

About eMoney Advisor

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future. In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first—all through the infusion of innovative solutions.

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…

Salesforce

Credit Card Processing | Financial Planning | CRM

About Our Integration

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 system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion.

About Salesforce

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

White Paper

Find out what the future of fee billing looks like.

Download White Paper
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