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Company

Orion

US provider of portfolio accounting, reporting and CRM technology for registered investment advisers.

Known aliases

  • Orion Advisor Solutions
  • Orion Advisor Technology

Current stories

investOne report1 publisher

Small RIAs below Fidelity's $100 million minimum have until June 30 to find a new custodian

Fidelity is giving advisory firms with less than $100 million on its custody platform until June 30 to move their accounts elsewhere. For firms that use Fidelity as their only custodian, the move means months of repapering client accounts, American Banker reported.

Reality

Evidence45
Adoption
Not scored
Hype gap+10
Incentives65
Confidence50
investOne report1 publisher

Orion bills wealthtech vendors up to $20,000 a month to reach its data

Orion Advisor Solutions is billing wealthtech vendors flat data-access fees of $2,000 to $20,000 a month, Wealth Management reported. Vendors now have to decide whether to absorb that cost or pass it on to the RIAs that buy their software.

Reality

Evidence45
Adoption
Not scored
Hype gap+15
Incentives65
Confidence50
investConfirmed5 publishers

Anthropic's advisor plugin ships with nine wealthtech incumbents supplying the data behind it

Anthropic's Claude for Financial Advisors went live with nine wealthtech partners feeding data into it, among them Charles Schwab and BlackRock. Each is now supplying a workflow surface Anthropic controls.

Perspective Coverage

5 publishers
Builder
Builder 25%
Operator
Operator 42%
Investor
Investor 33%

Reality

Evidence60
Adoption15
Hype gap+30
Incentives75
Confidence62
investOne report1 publisher

Anthropic sells Claude advisor seats into stacks that already have their own AI tools

Claude for Financial Advisors integrates 11 wealth and asset management platforms, with Schwab Advisor Services the only custodian among them. Advisors who adopt it pay Anthropic for licenses, and Schwab's connectors arrive in the fourth quarter.

Reality

Evidence45
Adoption20
Hype gap+30
Incentives80
Confidence55