name: Orion Advisor Solutions
description: 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.
url: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/apis.yml
created: '2026-09-10'
modified: '2026-09-10'
specificationVersion: '0.21'
tags:
- wealth-management
- fintech
- financial-advisors
- portfolio-accounting
- trading-rebalancing
- financial-planning
- billing
- reporting
- risk
- RIA-technology
apis:
- name: Orion API
  description: REST/JSON API (OrionApi) for the Orion Portfolio Accounting System, spanning Portfolio, Trading (Eclipse),
    Billing, Reporting, Orion Connect, Risk, Planning, Astro, Bulk Extracts, and Notification Webhooks. Credential-gated
    with Basic Auth token, Impersonation, OAuth, refresh-token, switch-token, and SAML 2.0 SSO schemes.
  humanURL: https://developers.orionadvisor.com/
  baseURL: https://api.orionadvisor.com/api/v1
  tags:
  - wealth-management
  - fintech
  - financial-advisors
  - portfolio-accounting
  - trading-rebalancing
  - financial-planning
  - billing
  - reporting
  - risk
  - RIA-technology
  properties:
  - type: Documentation
    url: https://developers.orionadvisor.com/quick-start/
  - type: Documentation
    url: https://developers.orionadvisor.com/guides/
  - type: OpenAPI
    url: openapi/orion-advisor-solutions-orion-connect-openapi.json
  - type: APIReference
    url: https://api.orionadvisor.com/api/swagger/ui/index
  - type: GettingStarted
    url: https://developers.orionadvisor.com/quick-start/
  - type: Webhooks
    url: asyncapi/orion-advisor-solutions-webhooks.yml
  - type: Overlay
    url: overlays/orion-advisor-solutions-orion-connect-overlay.yaml
common:
- type: DomainSecurity
  url: security/orion-advisor-solutions-domain-security.yml
- type: Authentication
  url: authentication/orion-advisor-solutions-authentication.yml
- type: Website
  url: https://orion.com
- type: DeveloperPortal
  url: https://developers.orionadvisor.com/
- type: Login
  url: https://login.orionadvisor.com/
- type: SignUp
  url: https://developers.orionadvisor.com/creds-request/
- type: Support
  url: https://orion.com/contact
- type: Blog
  url: https://orion.com/blog
- type: GitHubOrganization
  url: https://github.com/orionadvisor
- type: TermsOfService
  url: https://orion.com/terms-conditions
- type: PrivacyPolicy
  url: https://orion.com/privacy
- type: StatusPage
  url: https://status.orionadvisor.com/
- type: TrustCenter
  url: https://trustcenter.orion.com/
- type: Compliance
  url: https://trustcenter.orion.com/
- type: Conformance
  url: conformance/orion-advisor-solutions-conformance.yml
- type: ErrorCatalog
  url: errors/orion-advisor-solutions-problem-types.yml
- type: Lifecycle
  url: lifecycle/orion-advisor-solutions-lifecycle.yml
- type: Sandbox
  url: sandbox/orion-advisor-solutions-sandbox.yml
- type: Conventions
  url: conventions/orion-advisor-solutions-conventions.yml
- type: Packages
  url: packages/orion-advisor-solutions-packages.yml
- type: LLMsTxt
  url: llms/orion-advisor-solutions-llms.txt
- type: X-MCPServerCandidate
  url: mcp/orion-advisor-solutions-mcp.yml
- type: AgentSkill
  url: skills/_index.yml
- type: DataModel
  url: data-model/orion-advisor-solutions-data-model.yml
- type: Plans
  url: plans/orion-advisor-solutions-plans-pricing.yml
- type: RateLimits
  url: rate-limits/orion-advisor-solutions-rate-limits.yml
maintainers:
- FN: Orion Advisor Solutions
  email: SME-Integrations@orion.com
  url: https://orion.com
x-source:
  via: apis.io/add 9f38a50f, parked no_second_signal; approved by Kin 2026-09-10
  fetched: '2026-09-10'
  note: 'Anonymous submission of a real major advisortech platform. API host routes (root and control both clean
    404s); the enterprise surface is partner-gated. Listed on the standing posture: valid companies with APIs list,
    and the score says how well they publish.'
x-enrichment:
  date: '2026-09-10'
  status: enriched
  artifacts_added: 19
  pass: local-v3