Orion
Orion is the premier provider of transformative wealthtech solutions for fiduciary advisors. The firm employs a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. Led by a mission to help advisors create better client experiences, Orion pairs powerful and intuitive technology with flexible investment options, supported by an accessible, yet robust support structure in one turnkey asset management program. Orion exists to make building strong and profitable financial advisory businesses simpler than ever, so you can get back to creating healthy and long-lasting client relationships.
ORION CORE OFFERINGS
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.
Access leading third-party strategists.
TAMP Open Architecture.
Turnkey platform for growth from Orion Portfolio Solutions.
Wealth Advisory.
Attract and retain high-net-worth clients.
Proprietary Investments.
Diversified portfolio brought to you by Brinker Capital Investments.
Gain access to a range of lending solutions.
OCIO.
Outsource investment management to a team of experts.
Trade Desk.
Leverage a team of experienced specialists to streamline trade operations.