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TRANSFORMING ADVISOR GROWTH THROUGH NEXT GENERATION CRM TECHNOLOGY

Join us for a first-hand look at our roadmap for combining Redtail’s CRM
technology into Orion’s open architecture platform to help advisors connect
every stage of the advisor-client journey through a cohesive, tech-driven
experience.

Learn More
 * Contact Us

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    * Leadership
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WEALTHTECH SOLUTIONS THAT ENABLE YOU TO PROSPECT, PLAN, INVEST, AND ACHIEVE

Learn Moreabout our solutions for growth-focused firms


WHO WE ARE ARCHITECTS OF INNOVATION, EXPERTS IN EXECUTION

Orion has been 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. Today, we help
more than 2,100 advisory firms define their unique vision for success.

See How we help firms define their unique vision for success


SOLUTIONS BUILT FOR GROWTH-FOCUSED FIRMS

Our tech-enabled fiduciary process transforms the advisor-client relationship by
enabling financial advisors to Prospect, Plan, Invest, and Achieve within a
single, connected, technology driven experience. That process empowers advisors
to attract new clients; connect goals more meaningfully to investment strategies
and outcomes; and ultimately track progress towards each investor’s unique
definition of financial success.


ADVISOR TECHNOLOGY

ADVISOR TECHNOLOGY

Orion Advisor Tech exists to help fiduciary minded advisors realize their unique
vision for success. Our innovative technology includes client experience tools,
tax-intelligent rebalancing, efficient billing, integrated planning, and
automated compliance monitoring, all aimed at empowering advisors to improve
their firm’s productivity, strengthen client relationships, and disrupt
traditional ways of thinking.

Learn More about Advisor Technology. External link.


TURNKEY ASSET MANAGEMENT

TURNKEY ASSET MANAGEMENT

Orion Portfolio Solutions–is a turnkey asset management program that exists to
help financial advisors build strong and profitable businesses. By seamlessly
integrating powerful technology with flexible investment options and hands-on
product support, advisors can confidently manage their business through a simple
UMA process, dedicated high-net-worth program, robust trading and reporting
platforms, integrated suite of compliance tools, and monthly billing cycle.

Learn More about TURNKEY ASSET MANAGEMENT. External link.


INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Orion and Brinker Capital Merge to Create WealthTech Powerhouse

In June of 2020, Orion and Brinker Capital announced that their companies will
join forces, enabling independent financial advisors to grow their businesses,
serve their clients, and win in the marketplace.

Orion’s CLS Investments brand and Brinker Capital’s investment management
capabilities will come together under the name “Brinker Capital Investments,”
thus connecting two of the industry’s most well-respected—and tenured—investment
management teams to support the evolving needs of advisors and investors.

Learn More about INVESTMENT MANAGEMENT. External link.



WHAT WE VALUE INNOVATION-DRIVEN EXCELLENCE

No matter your goals, we understand your objectives, anticipate your needs, and
customize your technology experience with the following values in mind:

One Orion

Together, we accomplish our best work by being personally accountable to each
other and the clients we serve. We are creating a welcoming environment where
everyone is respected, valued and heard.

Innovate

Thinking differently is in our DNA. We push boundaries, reject the status quo,
and relentlessly pursue transformative outcomes.

Disrupt

Our willingness to disrupt ourselves, and the industry, ensures we stay ahead of
client expectations.

Win

It is our collective will to win that drives Orion’s success and powers success
for our clients and everyone at Orion.


ABOUT US GET TO KNOW OUR FAMILY OF COMPANIES

The Orion Advisor Solutions brand entities 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 towards each investor’s unique definition of financial success.




EXPERIENCE THE HOLY GRAIL OF THE ADVISOR-CLIENT RELATIONSHIP

Read more about our CEO, Eric Clarke’s vision for our tech-enabled fiduciary
process that will transform the way you grow your business.

READ MORE


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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© 2022 Orion Advisor Solutions

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