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

HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...

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

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...

When Aurum Wealth Management was founded in 2006 as a joint venture with Skoda Minotti, they were looking for a platform that would help them both scale support and enable ongoing growth.

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

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.

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

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

Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform

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...

Orion’s New User Interface Reimagines Advisor Experience

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...

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

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

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