Solutions

Maximize your profitability and lifestyle with the technology and investment options you need to fuel your firm’s success.

Broaden Your Offering. Increase Efficiency.

Spur Growth.

Create positive investor experiences, streamline wealth management, and grow your business with seamlessly integrated technology, flexible investment options and hands-on support. Growth has never looked so good.

Powerful Investment Management Technology

Harness the power of Advisor Portal to generate personalized proposals, streamline BeFi-driven financial planning, and create an engaging client experience.

Robust Investment Options

Access a diverse selection of third-party asset managers and proprietary investments, an in-house due diligence team, and well-diversified UMA portfolios.

Proprietary Investments

Help your clients achieve their goals with proprietary investments designed to deliver better outcomes from Brinker Capital Investments.

Powerful Investment Management Technology

Harness the power of Advisor Portal to generate personalized proposals, streamline BeFi-driven financial planning, and create an engaging client experience.

Destinations Funds

Offer clients a complete investment solution designed to help them stay invested, implemented through asset allocation, manager selection, portfolio considerations, and construction and monitoring.

Strategists

Access leading strategists and get full flexibility to create well-diversified investment portfolios and make more personalized investment decisions for your clients.

Ranked #1 TAMP for

Best Technology

by America's Best TAMPs 2023.¹

#1

of the Top 15 Barron’s RIA firms rely on Orion’s technology.⁴

BeFi

More than 99% of the time, brokerage assets are reconciled before the market opens.³

90%

of service requests are answered in less than 60 seconds.³

85%

Over 85% of our largest clients use Orion Trading to streamline their business.³

#1

In the 2023 T3 Advisor Software Survey, we rank #1 in market share for CRM, Portfolio Accounting, and an All-in-One Software Solution.¹

100%

of Orion data is available via API endpoints and real-time data streaming, powering open-architecture integrations.³

95%

of Orion clients stay with us — a reflection of our unwavering dedication to the most crucial aspect of our business: you.³

Who We Serve

Advisors

Broker Dealers

Investors

Enterprise

Our Investment Philosophy

Empowering Financial Advisors and Investors

We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.

Free Webinar: Bolster Your Business with BeFi

Grow with Investment Management, Financial Planning, & Behavioral Finance

We’re the only firm with behavioral finance embedded across our full suite of technology and investment solutions, helping you deepen relationships so you can guide investors to stay the course. Watch our free webinar and meet our behavioral finance tools — the 3D Risk Profile, Protect, Live, Dream, and BeFi20 — all designed to help increase your client engagement.

Join Dr. Daniel Crosby, Chief Behavioral Officer, and Cade DeNazario Akers, CFP, Product Manager, Financial Planning, as they show you how to use these tools that are now built into the Orion technology you’re already using every day.

Hands-On and Here for You

Robust Support at Every Step

There’s a reason we lead the industry with a 95% client retention rate and a NIGO rate of less than 2%.³ Partner with a team of investment professionals to help design, implement, and manage customized solutions for each investor.

Our support is designed to help make growing your advisory business easier — including providing a seamless onboarding experience, guidance to help you find the right investment options, the technology to streamline your tedious administrative tasks, and a dedicated, experienced team to solve your daily challenges. Grow better with the support you need to succeed.

Check This Out: Custom Indexing

Customize at Scale. Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale with the only tech-enabled solution that brings together proposal generation, trading, and reporting all in one place.

Focus On Clients.

We’ll Handle the Rest.

Contact us to see how you can start spending more time with clients, streamline investment management, and gain operational efficiency.

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Not Sure Where to Begin?

Get in touch with our team to learn more about the solutions and services provided by Orion.

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Solutions

Business Capital

1073-OAS-4/17/2023

This website is intended for investment professionals only. It is not intended for use by private investors.

Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.