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Empowering Financial Advisors and Investors with Orion Advisor Tech

Introduction to Orion Portfolio Solutions

Orion Portfolio Solutions is a comprehensive turnkey platform designed to empower financial advisors and investors with growth opportunities. This innovative solution seamlessly integrates advanced technology, flexible investment options, and robust support to deliver exceptional client experiences. By offering an open architecture platform, Orion Portfolio Solutions allows advisors to access a wide range of features that streamline wealth management.

Key Features and Benefits

Orion Portfolio Solutions offers a host of key features and benefits to enhance the advisor-client relationship. Some of the notable features include proposal generation, trading capabilities, integration with Redtail CRM, customizable reporting tools, automated fee billing, and Orion Planning to align financial goals with investment performance. Moreover, the platform prioritizes client experience by providing an intuitive client portal, mobile app, and behavioral finance tools.

Flexible Investment Options

Advisors using Orion Portfolio Solutions gain access to flexible investment options that cater to the diverse needs of clients. From leading strategists to UMA portfolios and proprietary investments, the platform allows advisors to create personalized investment portfolios tailored to individual client expectations. Additionally, advisors can leverage custom indexing features to manage tax-efficient portfolios efficiently.

#1 TAMP for Best Technology

Orion Portfolio Solutions has been recognized as the #1 TAMP for Best Technology by America's Best TAMPs 2023, underlining its commitment to innovation and excellence. With a focus on integrating cutting-edge technology and industry-leading tools, Orion sets the standard for TAMP solutions, empowering advisors to deliver exceptional outcomes for their clients.

Comprehensive Support and Expertise

Orion Portfolio Solutions prides itself on offering robust support at every step of the advisor's journey, ensuring a seamless experience. With a 95% client retention rate and a NIGO rate of less than 2%, Orion is dedicated to providing hands-on assistance to help advisors grow their businesses efficiently. Partnering with Investment Specialists, advisors can access guidance, customized solutions, and a skilled team to navigate daily challenges.

Empowering Growth with Behavioral Finance

Orion Portfolio Solutions stands out as the only TAMP with behavioral finance embedded across its technology and investment solutions. By incorporating tools like the 3D Risk Profile, Protect, Live, Dream, and BeFi20, Orion enables advisors to deepen client relationships and guide investors effectively. Behavioral finance tools help advisors enhance client engagement and foster a disciplined investment approach.

Get Started with Orion Advisor Tech

For financial advisors looking to enhance their investment management capabilities, deepen client relationships, and drive growth, Orion Portfolio Solutions offers a powerful platform equipped with cutting-edge technology and unmatched support. By leveraging the #1 TAMP voted for Best Technology, advisors can tap into a comprehensive solution that transforms their wealth management practices. Contact Orion Advisor Tech today to request a demo and discover the possibilities for your advisory business.

Empowering Chief Compliance Officers with Orion Advisor Tech Solutions

Orion Advisor Tech: Revolutionizing Compliance Management

Orion Advisor Tech provides cutting-edge solutions tailored to Chief Compliance Officers, ensuring firms are protected and equipped to navigate complex regulatory landscapes. With a streamlined and flexible RegTech solution, Orion empowers compliance officers to boost their compliance management programs and remain exam-ready. The platform stands out in client satisfaction, ranking first among providers in the Kitces Report AdvisorTech Survey from 2021 to 2023.

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Orion Advisor Tech Release Highlights and Product Updates

October 2024 Update Highlights

In the latest Orion Advisor Tech Release for October 2024, several key features and improvements have been introduced. The Advisor Portal now offers enhanced Proposal Registration Titles for better organization and clarity. Compliance measures have been upgraded with improved Pre-Clearance User Interface (UI). The Planning module boasts Dynamic Navigation capabilities for better user experience. Additionally, the Trading section now includes Eclipse Model Tolerance Updates for precision in model management. These updates aim to enhance the advisor experience and streamline operations.

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Empowering Financial Advisors with Customizable Investment Solutions

Investment Philosophy

Orion Advisor Tech believes in investment excellence through a balanced mix of growth-oriented, stable, and diversifying assets. This philosophy enables investors to focus on outcomes while ensuring a well-rounded investment approach.

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Empowering Wealth Management with Brinker Capital Investments

Proprietary Investments for Better Outcomes

Brinker Capital Investments offers a range of proprietary investments designed to help clients achieve their financial goals. These investments are meticulously crafted by an experienced team that conducts extensive due diligence to ensure they deliver better outcomes. With a focus on balancing opportunity with risk, these proprietary investments are tailored to build and protect wealth for investors across various markets.

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Unleashing Growth Potential with Scalable Technology: Orion Advisor Tech Solutions

The Challenge of Managing Growing Client Bases

In today's fast-evolving financial landscape, advisors and their leadership teams are faced with the daunting task of effectively managing a growing number of clients and the escalating volume of data. This challenge can hinder efficiency, data management, client experience, and overall competitive advantage. Recognizing the need for a scalable technology stack is crucial to navigate these complexities and unlock the full potential for growth and success.

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