Orion Utilization
Benchmark
2026 Benchmark Study · For Firms on Orion Advisor Technology

How much of Orion is your firm actually using?

The gap between what your tech stack can do and your ability to optimize it has never been wider. Answer 24 scenario questions about how the work really gets done at your firm and see your utilization score, tier, and how you compare across eight operational dimensions — instantly, on this page.

~6minutes
24questions
8dimensions
Instantscore & benchmark
Billingcycle time & fee schemas
Tradingmodels, execution, recon
Complianceexam readiness
UMA / UMHsleeves & managers
Alternativesreporting & sub docs
Data & Toolsfeeds & adoption
Experienceadvisor & client
Vendorsconsolidation

Select the description closest to how it works today

0/100

Dimension scores vs. industry reference

▎ marker = industry reference line (published Kitces / Schwab benchmarking data). Peer percentiles by AUM band replace these once the study reaches 50 firms.

Where you're leaving the most on the table

Methodology. Eight dimensions weighted equally; each scored 0–100 from three behaviorally-anchored questions (best practice = 3 points, heaviest-friction = 0). Dimensions marked "not applicable" are excluded and the remaining weights renormalized. Tiers: Foundational (<40) · Developing (40–59) · Established (60–74) · Optimized (75–89) · Orion-Native (90+). Full methodology published at axxcessplatform.com/benchmark/methodology.