Orion Advisor Technology API
Orion Advisor Technology REST API for portfolio management, performance reporting, rebalancing, and financial advisor workflow automation. Enables AI agents to manage portfolio construction and rebalancing workflows for investment operations automation, handle performance calculation and GIPS-compliant reporting for client reporting automation, access client account and household data for wealth management workflow, retrieve billing and fee calculation automation for RIA revenue management, manage account opening and onboarding workflow for advisor practice automation, handle trading and order management for portfolio execution automation, access risk assessment and risk tolerance data for investment suitability documentation, retrieve financial planning integration with Orion Planning for holistic advice workflow, manage compliance monitoring and surveillance for RIA regulatory compliance, and integrate Orion with custodians, financial planning tools, and CRM systems.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Wealthtech. SOC2, ISO27001. OAuth2 with scopes. US. Portfolio and wealth management data.
⚡ Reliability
Best When
An RIA, broker-dealer, or wealth management platform using Orion wanting AI agents to automate portfolio rebalancing, performance reporting, billing, account management, and investment compliance monitoring.
Avoid When
SEC INVESTMENT ADVISER FIDUCIARY DUTY: Automated portfolio rebalancing and investment decisions must comply with fiduciary duty; automated rebalancing without suitability verification creates SEC investment adviser act violation. SEC Regulation Best Interest — automated investment recommendations for retail clients must meet Reg BI best interest standard; automated portfolio actions without best interest analysis documentation create Reg BI violation. GIPS performance reporting accuracy — automated GIPS-compliant performance calculations must follow current GIPS standards; automated performance reporting with calculation errors creates investor misleading disclosure and SEC scrutiny. Custody rule — automated access to client account credentials or direct debit authority requires SEC custody rule compliance and surprise examination; automated agent access designed to avoid custody rule applicability creates SEC regulatory risk. AML/KYC — automated account opening must include BSA/AML customer due diligence requirements; automated onboarding without proper KYC creates FinCEN compliance violation.
Use Cases
- • Rebalancing client portfolios from investment operations agents
- • Generating performance reports from client reporting agents
- • Processing fee billing from RIA revenue agents
- • Monitoring compliance from regulatory surveillance agents
Not For
- • Individual retail investors without RIA or broker-dealer context
- • Institutional asset managers without retail wealth focus
- • Non-financial services without portfolio management
Interface
Authentication
Orion uses OAuth 2.0 with scopes. REST API with JSON. Omaha, Nebraska HQ. Founded 1999. Private (TA Associates, Genstar Capital PE). Portfolio management and advisor technology platform. $2T+ AUM on platform. 2,300+ RIA and broker-dealer clients. Acquired Brinker Capital (2020), Advizr (2019), HiddenLevers (2021). Competes with Tamarac (Envestnet), Black Diamond (SS&C), and Addepar for RIA portfolio technology.
Pricing
Omaha, Nebraska. TA Associates/Genstar PE. Founded 1999. $2T+ AUM on platform. 2,300+ RIA clients. Brinker/Advizr/HiddenLevers acquired.
Agent Metadata
Known Gotchas
- ⚠ SEC FIDUCIARY DUTY IN AUTOMATED REBALANCING: Automated portfolio rebalancing must verify investment suitability at household level before execution; automated rebalancing that ignores tax lots, client restrictions, or concentrated positions creates fiduciary duty violation
- ⚠ Reg BI best interest documentation — automated investment recommendations for retail clients must generate contemporaneous documentation of best interest analysis; automated portfolio actions without documentation create Reg BI compliance gap
- ⚠ GIPS performance calculation accuracy — automated performance calculation must handle dividend reinvestment, corporate actions, and fee timing correctly per GIPS standards; GIPS errors in automated reporting create investor disclosure violations
- ⚠ Rebalancing execution timing — automated rebalancing must coordinate with custodian settlement cycles (T+1 equities, T+1 mutual funds); automated orders that don't account for settlement create failed trade risk
- ⚠ Tax lot management — automated rebalancing must apply correct tax lot selection method (specific ID, FIFO, LIFO, highest cost); automated lot selection errors create client tax liability
- ⚠ Custodian connectivity — Orion integrates with multiple custodians (Schwab, Fidelity, Pershing, TD); automated trading workflow must handle custodian-specific order routing and confirmation timing
Alternatives
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Scores are editorial opinions as of 2026-03-07.