# Orion Advisor Solutions **Canonical:** https://apis.io/providers/orion-advisor-solutions/ **Website:** https://orion.com **APIs profiled:** 1 US wealth-tech provider offering an open REST API framework for financial advisors and RIAs, covering portfolio accounting (Orion Connect), trading/rebalancing (Eclipse), billing, reporting, planning, risk, and client engagement. API access is credential-gated and provisioned to partners on request. ## Kin Score — 53.5 / 100 (developing) Scored 2026-10-04 under rubric 0.23.0. Trend: flat (+0.8 from 52.7). | Facet | Score | |---|---| | Discoverability | 64.3 | | Contract Quality | 49.5 | | Contract Governance | 4.5 | | Operational Transparency | 26.3 | | Developer Ergonomics | 66.1 | | Access Clarity | 50.0 | Regulatory layer — **Horizontal (data, software, accessibility, platform)**: 29.4 (matched via fallback). ## Agent readiness — 31.0 (agent-ready) | Dimension | Value | |---|---| | Spec Presence | yes | | Agentic Access | no | | Reversibility Documented | documented | | MCP Server | no | | Auth Clarity | bearer | | Idempotency | no | | Error Semantics | derived | | OpenAPI Examples | partial | | Rate Limit Signal | documented | | Event Surface Described | yes | | Agent Skills | derived | | Well Known Catalog | no | | Consent Identity | no | | Agent Card | no | | Dry Run Mode | yes | | Delegated Identity | no | | Protected Resource Metadata | no | | Dynamic Client Registration | no | | Agentic Commerce | no | ## APIs (573) - **Orion Advisor Solutions Advisor Trading/Buy Sell API** — The AdvisorTrading/BuySell API from Orion Advisor Solutions — 1 operation(s) for advisortrading/buysell. - **Orion Advisor Solutions Advisor Trading/Core API** — The AdvisorTrading/Core API from Orion Advisor Solutions — 1 operation(s) for advisortrading/core. - **Orion Advisor Solutions Advisor Trading/Instances API** — The AdvisorTrading/Instances API from Orion Advisor Solutions — 2 operation(s) for advisortrading/instances. - **Orion Advisor Solutions Advisor Trading/Sleeve Assignment API** — The AdvisorTrading/SleeveAssignment API from Orion Advisor Solutions — 1 operation(s) for advisortrading/sleeveassignment. - **Orion Advisor Solutions Aggregator/Access Token API** — The Aggregator/AccessToken API from Orion Advisor Solutions — 1 operation(s) for aggregator/accesstoken. - **Orion Advisor Solutions Aggregator/Accounts API** — The Aggregator/Accounts API from Orion Advisor Solutions — 1 operation(s) for aggregator/accounts. - **Orion Advisor Solutions Aggregator API** — The Aggregator API from Orion Advisor Solutions — 1 operation(s) for aggregator. - **Orion Advisor Solutions Aggregator/Holdings API** — The Aggregator/Holdings API from Orion Advisor Solutions — 1 operation(s) for aggregator/holdings. - **Orion Advisor Solutions Aggregator/Token API** — The Aggregator/Token API from Orion Advisor Solutions — 1 operation(s) for aggregator/token. - **Orion Advisor Solutions Aggregator/Transactions API** — The Aggregator/Transactions API from Orion Advisor Solutions — 1 operation(s) for aggregator/transactions. - **Orion Advisor Solutions Authorization/Databases API** — The Authorization/Databases API from Orion Advisor Solutions — 1 operation(s) for authorization/databases. - **Orion Advisor Solutions Authorization/Profiles API** — The Authorization/Profiles API from Orion Advisor Solutions — 1 operation(s) for authorization/profiles. - **Orion Advisor Solutions Authorization/User API** — The Authorization/User API from Orion Advisor Solutions — 20 operation(s) for authorization/user. - **Orion Advisor Solutions Billing/Accounts API** — The Billing/Accounts API from Orion Advisor Solutions — 21 operation(s) for billing/accounts. - **Orion Advisor Solutions Billing/accounts Paid By For API** — The Billing/accountsPaidByFor API from Orion Advisor Solutions — 1 operation(s) for billing/accountspaidbyfor. - **Orion Advisor Solutions Billing/Account Status Types API** — The Billing/AccountStatusTypes API from Orion Advisor Solutions — 1 operation(s) for billing/accountstatustypes. - **Orion Advisor Solutions Billing/Adjustment Types API** — The Billing/AdjustmentTypes API from Orion Advisor Solutions — 4 operation(s) for billing/adjustmenttypes. - **Orion Advisor Solutions Billing/Assets API** — The Billing/Assets API from Orion Advisor Solutions — 8 operation(s) for billing/assets. - **Orion Advisor Solutions Billing/Audit API** — The Billing/Audit API from Orion Advisor Solutions — 9 operation(s) for billing/audit. - **Orion Advisor Solutions Billing/Bill Asset Item API** — The Billing/BillAssetItem API from Orion Advisor Solutions — 2 operation(s) for billing/billassetitem. - **Orion Advisor Solutions Billing/Bill Compare Dashboard API** — The Billing/BillCompareDashboard API from Orion Advisor Solutions — 7 operation(s) for billing/billcomparedashboard. - **Orion Advisor Solutions Billing/Bill Data Export API** — The Billing/BillDataExport API from Orion Advisor Solutions — 1 operation(s) for billing/billdataexport. - **Orion Advisor Solutions Billing/Bill Generator API** — The Billing/BillGenerator API from Orion Advisor Solutions — 22 operation(s) for billing/billgenerator. - **Orion Advisor Solutions Billing/Billing Compare API** — The Billing/BillingCompare API from Orion Advisor Solutions — 4 operation(s) for billing/billingcompare. - **Orion Advisor Solutions Billing/Billing Entities API** — The Billing/BillingEntities API from Orion Advisor Solutions — 1 operation(s) for billing/billingentities. - **Orion Advisor Solutions Billing/Billing Summary API** — The Billing/BillingSummary API from Orion Advisor Solutions — 1 operation(s) for billing/billingsummary. - **Orion Advisor Solutions Billing/Bill Pay Methods API** — The Billing/BillPayMethods API from Orion Advisor Solutions — 3 operation(s) for billing/billpaymethods. - **Orion Advisor Solutions Billing/Bill Product Group API** — The Billing/BillProductGroup API from Orion Advisor Solutions — 4 operation(s) for billing/billproductgroup. - **Orion Advisor Solutions Billing/Bills API** — The Billing/Bills API from Orion Advisor Solutions — 14 operation(s) for billing/bills. - **Orion Advisor Solutions Billing/Bill Schedule Element Restrictions API** — The Billing/BillScheduleElementRestrictions API from Orion Advisor Solutions — 3 operation(s) for billing/billscheduleelementrestrictions. - **Orion Advisor Solutions Billing/Bill Transmit Methods API** — The Billing/BillTransmitMethods API from Orion Advisor Solutions — 3 operation(s) for billing/billtransmitmethods. - **Orion Advisor Solutions Billing/Cancellation Fee Adj Default API** — The Billing/CancellationFeeAdjDefault API from Orion Advisor Solutions — 4 operation(s) for billing/cancellationfeeadjdefault. - **Orion Advisor Solutions Billing/Cash Funding API** — The Billing/CashFunding API from Orion Advisor Solutions — 1 operation(s) for billing/cashfunding. - **Orion Advisor Solutions Billing/Clients API** — The Billing/Clients API from Orion Advisor Solutions — 7 operation(s) for billing/clients. - **Orion Advisor Solutions Billing/Client Statuses API** — The Billing/ClientStatuses API from Orion Advisor Solutions — 1 operation(s) for billing/clientstatuses. - **Orion Advisor Solutions Billing/Consolidation API** — The Billing/Consolidation API from Orion Advisor Solutions — 2 operation(s) for billing/consolidation. - **Orion Advisor Solutions Billing/Counts API** — The Billing/Counts API from Orion Advisor Solutions — 1 operation(s) for billing/counts. - **Orion Advisor Solutions Billing/Create New Bill Account Item Adj API** — The Billing/CreateNewBillAccountItemAdj API from Orion Advisor Solutions — 1 operation(s) for billing/createnewbillaccountitemadj. - **Orion Advisor Solutions Billing/Create New Payable Item Adj API** — The Billing/CreateNewPayableItemAdj API from Orion Advisor Solutions — 1 operation(s) for billing/createnewpayableitemadj. - **Orion Advisor Solutions Billing/Delete Notes API** — The Billing/DeleteNotes API from Orion Advisor Solutions — 1 operation(s) for billing/deletenotes. - …and 533 more, listed in full on the page. ## Security (3) - **Orion Advisor Solutions Authentication** — apiKey · 1 scheme - **Orion Advisor Solutions Domain Security** — TLSv1.3 · HSTS · DMARC - **Orion Advisor Solutions Trust Center** — SOC 1 Type 1, SOC 1 Type 2, SOC 2 Type 2, ISO/IEC 27001:2022, ISO/IEC 42001:2023 ## Plans (1) - **Orion Advisor Solutions Plans Pricing** ## Tags Wealth Management, Fintech, Financial Advisors, portfolio-accounting, trading-rebalancing, Financial Planning, Billing, Reporting, Risk Management, RIA-technology --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/orion-advisor-solutions/). Scores are computed from the provider's own public artifacts under a published rubric.