Empowering Financial Success
Orion Advisor Tech provides a tech-enabled fiduciary process that empowers wealth management firms to attract new clients seamlessly, align planning goals with investment strategies, and help investors achieve their unique financial objectives. By offering a comprehensive approach that covers prospecting, planning, investing, and achieving, Orion ensures that firms have the tools they need to drive organic growth through client acquisition and engagement activities that are seamlessly integrated with the financial planning process.
Innovative Technology Solutions
Orion's technology offerings are designed to give wealth management firms a competitive edge. The platform includes Redtail CRM, the industry's #1 CRM for market share, which helps advisors work smarter and maximize their efficiency. Portfolio Accounting services from Orion enable advisors to scale their back-office operations effectively. The BeFi Tools provided by Orion, such as the BeFi20 framework, Protect, Live, Dream methodology, and 3D Risk Profile, assist advisors in guiding clients towards their financial goals. Additionally, Orion's trading solutions, risk intelligence tools, and compliance management systems are tailored to streamline business operations and ensure firms are exam-ready.
Fueling Advisor Success
Orion Advisor Tech is dedicated to powering advisors and winning for investors. The key offerings of the platform include Outsourced Chief Investment Officer (OCIO) services that help advisors save time, enhance their team's capabilities, and secure more business efficiently. With services like Portfolio Construction, Trade Desk support, Wealth Advisory solutions, and Custom Indexing capabilities, advisors can offer optimized and personalized portfolios to their clients, ensuring a high-quality wealth management experience.
Impressive Statistics
Orion's impact in the industry is substantial, with $4.4 trillion in platform assets, serving 2,300 independent advisory firms, and 110,000 Redtail CRM users. The platform caters to 6 million technology accounts and manages $69.4 billion in wealth management assets, showcasing its extensive reach and influence within the wealth management sector. Notably, 17 of the top 20 Barron's RIA firms rely on Orion's technology, highlighting its credibility and market leadership.
Advanced Wealth Management Solutions
Orion's Custom Indexing feature allows advisors to customize portfolios at scale, adding revenue with the click of a button. By combining proposal generation, trading, and reporting functionalities in a single tech-enabled solution, advisors can efficiently manage tax-efficient, personalized portfolios for their clients. Additionally, Orion's OCIO services through TownSquare Capital, LLC, enable advisors to access growth opportunities and offer exceptional wealth experiences tailored to high-net-worth investors.