Orion Advisor Solutions Plans Pricing
Orion Advisor Solutions Plans Pricing is the pricing profile for Orion Advisor Solutions on the APIs.io network — every figure transcribed verbatim from the provider’s own pricing page on 2026-10-28.
It defines 6 plans, including Employee and Firm Oversight (Standalone) — $8,500.00 /year; Employee and Firm Oversight (Add on to Orion Essentials or Foundation) — $8,500 / year; Employee and Firm Oversight (Advantage Stack) — Included with unlimited users, and 3 more.
The page prices the business product the API comes with, not the API alone, as a tiered subscription; the service is delivered as managed.
Tagged areas include Wealth Management, Fintech, Financial Advisors, portfolio-accounting, and trading-rebalancing.
| Plan | Price | Includes | Overage |
|---|---|---|---|
| Employee and Firm Oversight (Standalone) | $8,500.00 /year per up to 10 users | Up to 10 users | Add users for $200/user/year |
| Employee and Firm Oversight (Add on to Orion Essentials or Foundation) | $8,500 / year per up to ten (10) users | Up to ten 10 users | Add users for $200/user/year |
| Employee and Firm Oversight (Advantage Stack) | Included with unlimited users | Included with unlimited users | — |
| Client Oversight (Standalone) | $10,000 / year per up to 10 users | Up to 10 users | + $5.00 per account; Add users for $200/user/year |
| Client Oversight (Add on) | $12,000/ year per up to ten (10) users | Up to ten 10 users | Add users for $200/user/year |
| Client Oversight (Advantage Stack) | Included with unlimited users | Included with unlimited users | — |
Compare with the market: Data & Analytics pricing · Financial Technology pricing · Investing & Venture Capital pricing · Legal & Compliance Tech pricing
Plans
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Every plan here is available over the APIs.io API and to AI agents over MCP.