A More Powerful Partnership

Orion’s flexible open API framework empowers you to run your business your way — with the custodian of your choice.

Advisor Walking

Helping Advisors Realize Their Vision for Success

Get an overview of how our technology improves advisor’s productivity, strengthens their client relationships, and grows their business.

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By the Numbers

Our Partnership Impact

See for yourself the impact the partnership between Orion and Schwab has had for advisors everywhere.

317,690

Accounts Reconciled by Orion³

1,722

Firms Using Schwab³

$482B

In Assets Under Management³

Additional Materials

Orion and Schwab for Independent Advisors

Download our factsheet to discover everything at your fingertips with the Orion and Schwab integration.

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FAQ: Schwab Digital Account Opening Tool

Want to learn more about our digital account opening tool for Schwab? Download this FAQ to get started.

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Independent Advisor Looking out at Opportunities
Our Integrations

Seamless and Secure

  • Timely Data Aggregation and Reconciliation
  • Simplified, Efficient Billing Solutions
  • Scalable Trading and Rebalancing
  • Customized and Flexible Reporting
  • Critical Business Intelligence Insights
Learn More
76%

Of advisors agree that our tech

enables their firm’s success better

than other providers on the market.¹

88%

Of advisors agree that our

integrations are better than other

solutions they considered.¹

85%

Of advisors agree that Orion

Reporting is better than other

solutions they considered.²

Orion Custom Indexing
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution.

See How

Tech that Powers Your Success

Get in touch today to learn more about how our partnership fuels your growth.

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Dig Deeper

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¹Source: TechValidate survey of 185 users of Orion Advisor Tech, Published: Nov. 7, 2022 TVID: 9B2-E39-A6D

²Source: TechValidate survey of 232 users of Orion Advisor Tech, Published: Nov. 4, 2022 TVID: 3BC-A7D-C2A

³Source: As of 12/31/22