XYIS Billing for your Orion Database

Your invoice from XYPN will include your Orion database fee, any additional add on services you are using (Eclipse, ASTRO, Orion Risk Intelligence, etc), and integrations that have been established directly through Orion (SalesForce, XLR8, etc).


Commonly Asked Questions


How is my Orion Database Fee calculated?

  • The Orion Database fee is calculated based on the number of accounts with value as of the last day of the quarter. Important Note: All accounts with a balance other than $0.00 will be included in your next invoice regardless of the balance amount or account active status.

How is the XY Billing calculated?

  • We bill in arrears based on the total number of accounts with value in your database as of the last day of the quarter. If you join Orion mid quarter your invoice will be prorated from the date your affiliate agreement is completed.

How do I pay my invoice?

  • You will receive an invoice via email by the 10th business day of the new quarter. Payment will be automatically processed end of the 3rd week of the quarter.

Something is incorrect in my invoice. Who do I reach out to?

  • If you identify an discrepancy in your invoice please reach out to us at orion@xyinvestmentsolutions.com as soon as possible so we can review and process a correction.


Pricing Guide

Annual Pricing for your Orion database s listed below. Please note that this is billed Quarterly.

Orion Database Fee

$6,500 for the first 110 accounts

$44 per account for the next 90 accounts

$42 per account for the next 500 accounts

$40 per account thereafter


Eclipse

$1,500 Set up fee (Optional) - This will include a personalized onboarding from the Orion Trading Team to set up your Eclipse instance and provide a series of training meetings over Zoom. This process can take between 5-8 weeks depending on your trading complexities.


ASTRO

$1,000 min or $50 per Account per Year


Orion Risk Intelligence (formerly Hidden Levers)

$150 per user per month


Additional Add On Options


ByAll Accounts

Accounts brought into Orion via ByAll that will be available throughout the Orion platform. These accounts will not be included in your Orion Database Fee account count.

- $80 per account per year.

Outside accounts within the client portal via Plaid

This allows your clients to link outside bank accounts and 401Ks within the Orion Client Portal to have a full picture of their net worth. Please note, these accounts will only appear within the Orion client portal.

  • $10 per Household per year

Printed Statements

This will allow you access to Orion's print vendor Quantum to have statements printed and mailed directly to your clients.

  • Approximately $5 per client per statements including postage through USPS.