Connect
Securely link every brokerage and bank in minutes through Plaid and SnapTrade. Read-only — Oriens can see, never touch.
Oriens gathers every brokerage, bank, and holding into one living picture — with returns measured the way they actually happened.
Connect your accounts →Brokerages, retirement accounts, banks, the app you tried once — each shows a sliver. A balance tells you what you have. It never tells you how you're actually doing.
Securely link every brokerage and bank in minutes through Plaid and SnapTrade. Read-only — Oriens can see, never touch.
Every account, holding, and dollar reconciled into one live view that updates on its own — no re-keying, ever.
Real performance, money-weighted — the return you actually earned across every account, not just a balance.
Every account reconciled into a single net-worth view — allocation, holdings, and cash across everything you own.
Money-weighted returns show what you actually earned, accounting for every deposit and withdrawal — not a flattering headline.
Oriens shows real data only. Before you connected an account, the history stays empty — it will never invent a number.
Bank-level encryption, read-only access, and a simple promise: your data is never sold, mined, or repackaged.
Every account and holding in one place, always current — the foundation everything builds on.
Your complete picture — net worth, allocation, and true performance, moving over time.
Model where today's choices lead — projections, goals, and scenarios you can test.
Considered guidance, shaped by your goals and your whole financial picture.
Your wealth, managed end to end — with Oriens as the one place it all comes together.
Protected in transit and at rest with modern encryption.
Oriens can see your accounts to aggregate them — never move a dollar.
Connections run on infrastructure trusted across fintech.
Your financial data is never sold, mined, or repackaged.
One honest picture of your whole financial world — and a platform built to grow with it.
Connect your accounts →