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CareersOur Vision Leadership Our Brands Events News Advisor Tech Sales Map Wealth Management Sales Map Log In Advisor Tech Logins Orion Connect Orion Planning Orion Risk Intelligence Orion Compliance Orion Advisor Academy Redtail Wealth Management Logins Advisor Portal (Brinker) Advisor Portal (OPS) Client Portal (Brinker) Client Portal (CLS) Client Portal (OPS) TownSquare Capital Admin & Sub-Advisor Advisor Tech Portfolio Accounting Billing, reporting, and trading at scale. Redtail CRM Manage client relationships with the industry’s favorite CRM. Trading Tax-intelligent trading at scale. Risk Intelligence Understand risk and uncover opportunity. Compliance Get your firm exam-ready. Planning Connect progress toward goals with investment performance. Client Portal Create unforgettable client experiences. Advisor Portal Facilitate the entire wealth management process from one platform. Model Marketplace Access leading third-party strategists. Recommended Whitepapers Scale at Every Size: The Benefits of Most-in-One Technology View Whitepaper Whitepapers Technology Fuels Growth: Orion’s 2023 State of the Advisor View Whitepaper Blogs What is the Fiduciary Flywheel? The Best Way to Grow Your Advisory Firm Read Story Wealth Management TAMP Open Architecture Turnkey platform for growth from Orion Portfolio Solutions. Proprietary Investments Diversified portfolios brought to you by Brinker Capital Investments. OCIO Outsource investment management to a team of experts. Trade Desk Leverage a team of experienced specialists to streamline trade operations. Custom Indexing Manage tax-efficient, personalized portfolios at scale. Wealth Advisory Attract and retain high-net-worth clients. Cash & Credit Gain access to a range of lending solutions. Strategists Leverage our investment model marketplace and third-party strategists. Recommended Whitepapers How to Win in the High-Net-Worth Marketplace View Whitepaper Whitepapers Turn Outsourcing into a Competitive Advantage View Whitepaper Blogs What is the Fiduciary Flywheel? The Best Way to Grow Your Advisory Firm Read Story Resources Resources Learn Blog Whitepapers, Ebooks, & More Newsletters Fiduciary Flywheel Methodology Free CE Courses (Advisor Academy) Release Notes Engage Podcasts Webinars Events Case Studies Barometer Connect Behavioral Finance Thought Leaders Training & Support Integrations Recommended Blogs Capitalizing on Behavioral Finance: How BeFi20 Enhances Your Advisor Workflow Read Story Whitepapers Turn Outsourcing into a Competitive Advantage View Whitepaper Blogs What is the Fiduciary Flywheel? The Best Way to Grow Your Advisory Firm Read Story Careers Request a Demo Menu Wealth Management Maximize your profitability and lifestyle with the technology and investment options you need to fuel your firm’s success. Request a Demo 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. Learn More 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. Learn More Proprietary Investments Help your clients achieve their goals with proprietary investments designed to deliver better outcomes from Brinker Capital Investments. Learn More Proposal Generation Wow clients and prospects with dynamic, compelling, and easy-to-understand investment proposals. Learn More Orion OCIO Take back time in your day and get the horsepower and team to win more — and bigger — business, faster. Learn More Strategists Access leading strategists and get full flexibility to create well-diversified investment portfolios and make more personalized investment decisions for your clients. Learn More 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. Learn More Ranked #1 TAMP for Best Technology by America’s Best TAMPs 2023.¹ #1 Orion is ranked #1 for Best TAMP Technology by America’s Best TAMPs 2023.¹ #1 in BeFi 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.³ #1 CRM We’re the only TAMP that’s fully integrated with the industry’s #1 CRM for market share. ² 60 Our industry-leading transactional National Promoter Score (NPS).³ 2% Our industry-leading Not in Good Order (NIGO) rate.³ 63% The average rate of firm growth our OCIO clients have seen since partnering with us.³ 46 Hours saved per high-net-worth account, per year, with Orion Custom Indexing.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. Keep Investors Invested To build wealth, capital must be invested — and stay that way. Institutional Due Diligence Deep, curated due diligence helps build confident portfolios. Multi-Asset Class Approach Build portfolios by risk-managing a blend of assets to enhance performance. Safeguard for Tomorrow Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance. 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. Watch Now 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. Get Support 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. See How 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. Request a Demo ¹Source: 2023 America’s Best TAMPs – Best Technology and Best Model Market Marketplace, WealthAdvisor, 2023. ²Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs. ³Source: Proprietary Orion data, as of 7/28/2023. The Not In Good Order...