Your practice, not your spreadsheet.
Consolidate the holdings of 20 to 50 clients through manual entry, prepare your annual reviews and hand over a clear report — without ever asking a client for banking credentials.
30-day trial · No commitment
Your client holdings are scattered.
So is your time.
One PDF statement per wrapper, per client, per quarter
A personal spreadsheet — or worse, a single one for every client
Meeting notes scattered across your inbox
A report rebuilt by hand before every meeting
One single practice. Kept up to date as you go — exactly what you are about to see below.
Every capability, in detail.
What you have just glimpsed is genuinely shipped on the platform — not a roadmap item. Here is how, feature by feature.
Every client, one single screen.
Your list of records, consolidated assets under management and items needing attention — every morning you know which client to start with.
- Practice KPIs: clients tracked, total assets, upcoming meetings
- Automatic alerts: record to update, profile to refresh, meeting to prepare
A 360° record, client by client.
Contact details, internal notes, tags, next meeting and PIN protection — everything you need before a call.
- Partitioned records: no data ever crosses between your clients
- PIN locking, enabled record by record
You enter it once. The market does the rest.
For stocks, ETFs and cryptocurrencies: the quantity you enter stays fixed while the valuation follows the market — you never re-enter a price.
- No bank connection and no client credentials
- Runs on the same market feed as the rest of the platform
The quantity stays fixed while the valuation follows the market — you never re-enter a price.
50 clients, pas 50 allers-retours.
For unlisted savings (life insurance, retirement plans, REITs): a spreadsheet-style entry screen, or CSV export/import for your quarterly statements.
- Each row is independent — an import is never all-or-nothing
- Automatic alert on wrappers not revalued for more than 180 days
Evidence of your advice, dated and versioned.
A structured questionnaire (objectives, horizon, risk tolerance, market knowledge) modelled on MiFID/IDD — each update creates a new version, never an overwrite.
- The selected profile is always your call, never computed by the tool
- Full history available at any time
A restrained document, ready for the meeting.
Total holdings, breakdown by asset class, wrapper detail — printable in one click, to hand over in person.
- Factual wording: no recommendation, no performance comparison
- Dark on screen, white in print
No third-party connection, by design.
No bank aggregation to handle on the client side: that is a guarantee, not a limitation.
A tracking tool, not an advisory service
Orion Business is a wealth tracking and consolidation tool. It provides no investment advice, no recommendation and no performance comparison. The valuations shown are those entered by the practice, as of their recording date. Processing of your clients’ data falls under the GDPR — see the Orion Business terms and the data processing agreement (DPA).
One single price, with no per-client cost.
Orion Business
Create your account and start your trial in minutes — no fee for each client you add.
99 € / month
30-day trial · no commitment · VAT not applicable, art. 293 B of the French tax code
Start my trial- 50 client profiles (individuals and companies)
- Complete client record: contact, notes, tags, meetings, PIN protection
- Multi-asset tracking: savings, real estate, stocks, cryptocurrencies
- Automatic market repricing of listed positions
- Bulk valuation updates (spreadsheet entry + CSV import/export)
- Structured, dated investor profile (MiFID/IDD style)
- Printable wealth review per client
- Data hosted in France
What advisers ask us most often.
No, never. Orion Business runs entirely on manual entry: you transcribe valuations from your clients’ statements, with no bank connection and no PSD2 consent to request.
Yes. Savings valuations (life insurance, retirement plans, REITs…) export and import as CSV, with a preview before applying — row by row, never all-or-nothing.
No. It is a wealth tracking and consolidation tool. It provides no investment recommendation and no performance comparison — the investor profile and the report remain your sole responsibility as an adviser.
Your practice switches to read-only and stays exportable for 90 days. Nothing is deleted automatically, neither your data nor your clients’.
Each client can be protected by their own PIN code. The data is hosted in France.
Yes, through team management: several members can access the same practice, each with their own login.
Open your Orion practice.
Create your first client in minutes — without ever asking for banking credentials.
Start my trial30-day trial · No commitment
Four steps, from your first client to your first report.
Create a client
A record in seconds — individual or company, with or without a PIN code.
Enter the positions
Manually or via CSV import: savings, real estate, stocks, cryptocurrencies.
Track as you go
Automatic market repricing, “needs attention” alerts on records due for an update.
Hand over the report
A printable document in one click, ready for the annual review.