Investors

Supporting Advisors,
Supporting You

Orion is the fuel behind your investment journey, providing your advisor with the technology and support they need to create an incredible experience for you.

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Solutions for Investors

We Power Your Investment Experience

Curious about Orion’s role in your investment journey? We help advisors manage your investments by offering access to technology, thoroughly vetted and flexible investment options, and best-in-class support.

Financial Advisor Tech

All the tools your advisor — and you — need to access your financial data and keep a pulse on your goals.

Flexible Investment Options

A full range of investment options for your advisor to help deliver better outcomes for your portfolio.

Support and Expertise

The support and experienced teams your advisor needs to succeed — and most importantly, support you.

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About Orion

Powering Advisors.
Winning for Investors.

Orion — and our brand entities Orion Portfolio Solutions, Brinker Capital Investments, and others — are more than the name on your statement or in your investment portal.

Orion is an industry-leading financial services and technology company committed to arming your financial advisor with the disruptive technology, investment solutions, and education they need to help you realize your vision for a better financial future.

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Your Advisor’s Tech Matters

Get a better investing experience when you work with an advisor who uses Orion.

Fully Digital and Mobile-Friendly

Text? Email? Calls? Your advisor can reach out and connect with you in whatever way fits your lifestyle.

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Fully Digital and Mobile Friendly

Engage in Real-Time

No need to wait for updates or progress reports. Get access to your financial data anytime, anywhere — across all the devices you expect.

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BeFi Tools

Better Collaboration

Work closely with your advisor to connect investment strategies to your financial goals.

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You Have Control

Watch your financial goals come to life with all the performance details you need in one intuitive, easy-to-use platform.

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Free Resource: Infographic

Some Things to Learn
About Money

Unsure how you feel about your financial future? You’re not alone. 

Download our free infographic, “Some Things I’ve Learned About Money,” a resource created by Orion’s Chief Behavioral Officer, Dr. Daniel Crosby. Use it to explore your own feelings about your financial goals, as well as use as a conversation starter to for you and your financial advisor.

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Get more out of your investment experience with the #1 All-In-One Software Program used by Advisors.¹

Reach out today with any questions about our platform.

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¹Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs. The 2022 T3/Inside Information software survey collected 4,495 useable responses from advisory firm participants, anonymously, through the months of December, 2021 and January and February and part of March of 2022.  

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.