https://orion.com

Orion Advisor Solutions | WealthTech for AdvisorsOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.Orion Advisor Solutions | WealthTech for Advisors Skip to main content Election 2024 Careers About Us Our Vision Leadership Our Brands Events News Advisor Tech Sales 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 and 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. 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 and Credit Gain access to a range of lending solutions. Strategists Leverage our investment model marketplace and third-party strategists.  Who We Serve Individuals Financial Advisors Business Owners Chief Compliance Officers Chief Operations Officers Chief Technology Officers Firms RIAs Broker-Dealers Banks and Trusts Custodians Resources Learn Blog Whitepapers, Ebooks, and More Newsletters Fiduciary Flywheel Methodology Free CE Courses (Advisor Academy) Release Notes Engage Podcasts Webinars Events Case Studies Barometer Connect Orion Ascent Behavioral Finance Thought Leaders Training and Support Integrations Careers Request a Demo Menu Do Businessthe Way You Want Flexible technology and investments for your firm's unique needs. Request a Demo Prospect. Plan. Invest. Achieve. Power Your Growth with Orion’s Fiduciary Flywheel Our tech-enabled fiduciary process empowers you to seamlessly attract new clients; connect planning goals to investment strategies; and help achieve each investor’s unique definition of financial success. Prospect Plan Invest Achieve Prospect Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process. See More Plan Engaging investors in a modern and collaborative goals-led financial planning experience to enable the delivery of holistic advice. See More Invest Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans. See More Achieve Providing our advisors with the tools and insights they need to show the value they’ve created in their client relationships and ultimately grow their business. See More Who We Serve Individuals Firms Financial Advisors Business Owners CCOs COOs CTOs RIAs Broker-Dealers Banks and Trust Companies Custodians Our Technology Tech that Gives You the Edge Redtail CRM Work smarter — not harder — with the industry’s #1 ranked CRM for market share.¹ Learn More Portfolio Accounting Maximize your time and scale your back-office with the #1 portfolio accounting solution used by advisors.¹ Learn More BeFi Tools Guide your clients toward their goals with tools like Orion’s BeFi20, Protect, Live, Dream framework, and 3D Risk Profile. Learn More Trading Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.² Learn More Risk Intelligence Understand risk and uncover opportunity. Learn More Compliance Get your firm exam-ready. Learn More Code of Ethics Compliance Management Orion Planning Seamlessly connect your clients’ financial goals with investment strategies. Learn More Integrations Connect with the tools your team uses every day. Learn More Blackrock About Our Integration Orion’s integration with BlackRock’s Advisor Center provides advisors with digital tools to help facilitate strategic portfolio decisions, fuel client relationships and grow business.   About Integration Partner BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/tax.   Points of Integration Single Sign-On BNY Mellon Pershing About Our Integration Orion receives daily data files from BNY Mellon Pershing. Additionally, the Orion and BNY Mellon Pershing integration supports integrated trade file capabilities, as well as advisory fee billing files. About Integration Partner As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients. Points of Integration Advisory Fee Billing Files Daily Data Files Trade Files Learn More eMoney About Our Integration eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault adds additional efficiencies. About Integration Partner eMoney Advisor, LLC (“eMoney”) offers transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future. Points of Integration Access to Orion Account-Level Data Orion Client Portal Integration Reporting Integration Single Sign-on Fidelity Clearing and Custody Solutions About Our Integration Orion & Fidelity Clearing and Custody Solutions integrate to offer a digital account opening workflow, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities. About Integration Partner Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals. Points of Integration Access to Integration Partner's Data within Orion Digital Account Opening Insight Presentation Integration Single Sign-on Trade Files Learn More MoneyGuide About Our Integration Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps. About Integration Partner MoneyGuide, created by PIEtech®, is an interactive web-based financial planning software that scales to meet the needs of all financial professionals. Smart and adaptable, you can now provide a profitable planning experience for every client. Points of Integration Access to Orion Account-Level Data Insight Presentation Integration Orion Client Portal Integration Reporting Integration Single Sign-on Morningstar About Our Integration Morningstar® ByAllAccountsSM provides financial account aggregation from over 15,000 different financial institutions to Orion advisors and their clients. Advisors can collect a 360 degree view of their clients’ assets, both held direct and held away. Orion uses this aggregated data to drive performance reporting and holistic reporting for their advisors. About Integration Partner Morningstar® ByAllAccountsSM is an aggregation provider that focuses exclusively on investors, advisors, and the enterprises who support them. With over 22 years of experience, Morningstar® ByAllAccountsSM understands what it takes to deliver high-quality, interoperable account data for the complex needs of the wealth management industry. They are a trusted partner of the industry’s leading portfolio management platforms. Points of Integration Daily Data Files Single Sign-on Redtail CRM About Our Integration Access Orion data directly from Redtail, including new accounts updated daily and a two-way data sync for contact records Redtail also features several key Orion features within the platform including Insight, the Eclipse Trading widget, Orion Reports, and the ability to send a new contact directly into Orion’s New Account Center, creating a household and launching required forms through Quik! or LaserApp. About Integration Partner Redtail Technology, Inc. is the leader in web-based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN! Points of Integration Access to Integration Partner's Data within Orion Access to Orion Account-Level Data Access to Orion Household-Level Data Insight Presentation Integration Reporting Integration Single Sign-on Salesforce About Our Integration Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion. About Integration Partner Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way. Points of Integration Access to Integration Partner's Data within Orion Access to Orion Account-Level Data Access to Orion Household-Level Data Insight Presentation Integration Reporting Integration Single Sign-on Charles Schwab About Our Integration Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab. About Integration Partner At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.  Points of Integration Access to Integration Partner's Data within Orion Access to Orion Account-Level Data Digital Account Opening New Account Center Integration Orion Client Portal Integration Single Sign-on Trade Files Learn More We're Here to Fuel Your Success Powering Advisors. Winning for Investors. Key Offerings: OCIO Growth, Fueled. Take back time in your day and get the horsepower and team to win more — and bigger — business, faster. Portfolio Construction Get optimized, customized portfolios for every one of your clients. Learn More Trade Desk Leverage an experienced team to streamline trade operations. Learn More Wealth Advisory Grow your business with exceptional wealth experiences for high-net-worth investors. Learn More Custom Indexing Create truly personalized, tax-efficient client portfolios. Learn More Our Stats Orion at a Glance $4.3T Platform assets2 12 of the Top 15 Barron’s RIA firms rely on Orion’s technology.³ 2,300 Independent advisory firms served2 110,000 Redtail CRM users2 6M Technology accounts2 $68.3B Wealth management assets2 1,300 Team members2 Check This Out: Orion 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 Dig Deeper Recent Resources Whitepapers 02.09.21 How Direct Indexing is Changing the Game View Whitepaper Templates 05.06.20 Redtail Campaigns: Marketing Plan Workbook View Template Ebook 10.08.22 7 Keys to Upgrading Your Advisor Tech View Ebook Whitepapers 07.05.23 How to Choose the Right TAMP for Your Business View Whitepaper Case Studies 07.21.19 Unnecessary Complexities: How Technology Can Free Your Advisory Firm to Grow Read Story Blogs 10.13.22 What is the Fiduciary Flywheel? The Best Way to Grow Your Advisory Firm Read Story Whitepapers 02.04.21 Don’t Call it a Fad: Behavioral Finance Is the Future of Fintech View Whitepaper Demo Resources Page Search Learn More Case Studies 07.21.19 How Jason Wenk Utilizes Orion to Launch Revolutionary Products Read Story Whitepapers 07.21.19 Rule 3a-4: Are RIAs Truly Personalizing Client Portfolios to Stay in Safe Harbor? View Whitepaper Case Studies 08.13.19 The Independent Mindset: Putting Client Needs First through Technology Read Story Ebook 07.21.19 Three Tips for Making Client Onboarding Less Painful View Ebook ¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.²Source: Proprietary Orion data, as of 3/31/2024.³Source: 2023 Top 100 RIA Firms, Barron's, 2023.Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC. Compliance Code: 1 8 5 2, Orion Advisor Solutions, July 26, 2024 1852-OAS-7/26/2024 Not Sure Whereto Begin? Get in touch with our team to learn more about the solutions and services provided by Orion. Request a Demo Subscribe to stay up to date with the latest market commentary, wealthtech insights, news, and more. Subscribe Now Key Offerings Advisor Tech Wealth Management OCIO Behavioral Finance Advisor Academy Solutions Portfolio Accounting Redtail CRM Trading Risk Intelligence Compliance Financial Planning Client Portal Advisor Portal TAMP Open Architecture Custom Indexing Wealth Advisory Trade Desk Cash & Credit Portfolio Construction Investment Management About Our Vision Leadership Events Our Brands News Contact Us Legal & Compliance Privacy Policy Cookie Policy Terms & Conditions Transparency in Coverage Do Not Share My Personal Information Cookie Settings Due Diligence Hub ©2024 Orion Advisor Solutions 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. 1073-OAS-4/17/2023Compliance Code: 1 0 7 3, Orion Advisor Solutions, April 17, 2023enen1726806029https://orion.com

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