Orion Data Security Solutions

Keeping Safe What’s Most Important to You. 

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Comprehensive, Industry Leading Security

Orion puts your security and the protection of your client data first. Since 1999, we have been building on and improving the processes we use to help ensure that the information you keep with us stays safe.

Orion is ISO 27001 certified and SSAE16 Type II audited, so you can rest easy knowing that our system and processes have been thoroughly examined.

We also go above and beyond what’s expected with our technology and support solutions. We offer a two-factor authentication login method with all of our web services to make your account more secure.

And, we offer SEC exam support. If you receive an exam letter, we can export the information stored in your Orion database to help your team.

ISO 27001 Certified

The international standard for maintaining specifications of an information security management system

SSAE 18 Type II Audited

The auditing standard for service organizations demonstrates effective internal controls for financial reporting

SEC Exam Support

Multi-Factor Authentication

128-bit AES and RSA-2048 bit encryption or equivalent

Data replication and disaster recovery plan

Data replicated in near real-time to a secondary data center and backed up and stored offsite on encrypted tapes


The Securities and Exchange Commission (SEC) put out a list of cybersecurity guidelines. If you’re an RIA firm, you’re on the hook. The SEC expects you to understand and implement the recommended guidelines.

Our cybersecurity resource helps you understand how the guidelines could affect how you operate your business.