Client and investor portals
Secure self-service for clients and investors, with staff seeing only what their role allows.
- Balances
- Statements
- Documents
- Messages
Build a new financial portal, take over one another vendor left unfinished, or add engineers to your own team. Orion has done all three for trading, payments and finance-operations products.
A specialist replies within one business day.
Accounts, statements, payments and an audit trail. Select a part to see what we build into it.
Live balances per account, product or portfolio, with each user seeing only what their role allows.
Monthly statements, invoices and tax documents generated and stored, downloadable on demand.
Card and bank payments through providers such as Stripe, with duplicate payments blocked and failures handled.
Every login, view and change recorded, so finance and compliance teams can answer who did what, and when.
Four kinds of financial software, each with the work it involves and where we’ve done it.
Secure self-service for clients and investors, with staff seeing only what their role allows.
Order and market-data flows that stay up under load, plus the mobile apps traders use every day.
Invoices, card and bank payments and receipts, with duplicates blocked and disputes handled.
Budgets, invoices and payment reconciliation, so finance teams stop matching records by hand.
ClinTrust runs the money side of clinical trials, from the signed site agreement to the sponsor paying the invoice. It came to Orion part-built and losing data. We took it over, shipped the MVP and it now runs in production.
A fixed-scope review of security, code, architecture, compliance and risk, with a ranked list of what to fix first.
Source: IBM Cost of a Data Breach Report 2026, conducted by Ponemon Institute.
Tell us what the portal does and where it runs. We’ll reply with a fixed price and a start date, under NDA.
Prefer to talk first? Use the enquiry form.
Clients are kept anonymous; products are named where we can.
Orion engineers worked on the Shoonya trading application, providing iOS, Android and Java development within the client’s team.
A real-time, fault-tolerant trading platform for a financial services firm, built to process market events as they happen.
Financial operations for clinical trials, from site agreements and budgets through sponsor invoicing to payment reconciliation. Taken over and rebuilt as an MVP in three months.
A cross-platform tax filing and payment app taking users from document upload to submission, with liability calculation, digital receipts and automated status tracking.
Controls we build into every fintech product, from the first release.
Orion’s information security is independently certified.
Card data stays with the payment provider, and we have taken infrastructure to PCI compliance on AWS.
Each user and staff role sees only the accounts and data it needs.
Who viewed, changed or approved what, and when.
Signed before any detail is shared.
Takeovers, trading, payments, security and who owns the code.
Ask us something elseYes. We audit the code, the data model and what is missing against the original scope, fix anything that can lose or duplicate money records first, then close the gaps. ClinTrust, a clinical-trial finance platform, went from takeover to MVP in three months.
Yes. Orion built a real-time, fault-tolerant trading platform on Kubernetes, Docker, Kafka and Spark, and has provided iOS, Android and Java engineers for the Shoonya trading app.
We integrate payment providers such as Stripe so card data stays with the provider, and we have taken infrastructure to PCI compliance on AWS. Tell us which obligations apply and we design around them.
Yes. Orion engineers can join your team on iOS, Android, Java and web, as they did on Shoonya, working inside your process and tools.
Role-based access with MFA, full audit logging of who viewed or changed what, and an NDA before any detail is shared. Orion is an ISO 27001 certified company.
You do. Code and documentation are handed over, whether or not Orion supports the system afterwards.
Tell us where it stands. A specialist replies within one business day, under NDA.
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