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.