Orion

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Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy

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The Financial Planning Gap The benefits of providing a financial plan to clients have been well documented over...

WHITEPAPER: Collaboration Leads to Success: Why Aurum Wealth Management Made Changes to Their Advisor...

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CASE STUDY Collaboration Leads to Success: Why Aurum Wealth Management Made Changes to...

Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform

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Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

Five Ways the Orion Client Portal Will Transform Your Client Relationships

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At Orion, everything we do is designed to further our mission: to power the advisor-client journey with a tech-enabled fiduciary process that enables advisors to: * Seamlessly attract new clients * Connect planning goals to investment strategies * Help investors...

WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process

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Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

Orion’s New User Interface Reimagines Advisor Experience

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A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...

Making a Market*r: Orion’s Brand New Marketing Solution Is Here

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It's not enough to simply offer a financial planning service. You need to get the word out—both to your clients and to new investors who are seeking guidance and advice for the first time—that you have the resources to address their financial uncertainties...

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and...

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June 29, 2020 08:00 AM Eastern Daylight Time OMAHA, Neb. & BERWYN, Pa.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider...

WHITEPAPER: Growing Your Advisory Business During a Recession

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Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...