Orion

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Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience. Our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, and CLS Investments, create a complete yet modular offering for firms to attract new clients; connect goals to investment strategies and outcomes; and track progress toward each investor’s unique financial needs. Orion supports more than 2,000 advisory firms with $1 trillion in assets under administration and an additional $40 billion of combined assets (Orion Portfolio Solutions and Brinker Capital) on its open architecture TAMP.

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...

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

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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...

WHITEPAPER: Seven Relationship Skills That Will Impress High-Net-Worth Investors

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Attract, Serve, and Retain HNW Investors with These Seven Tips The benefits of working...

Hear About the Latest Fintech Trends With The Fuse Show

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The world of advisor tech changes by the minute. Which disruptions will have the greatest impact on your...

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

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CASE STUDY Orion Communities: Streamlining and Scaling the Investment Management Process

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: 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...

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...