Orion Advisor Tech
Orion Advisor Technology is an industry leader in helping advisors and any enterprise that supports them realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, trading, and reporting, BeFi-driven, fully-integrated financial planning, and automated compliance monitoring — all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.
Redtail
Founded in 2003 and acquired by Orion in 2022, Redtail is the leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry, and specifically for advisors. For 20 years, Redtail’s long history of innovation has been built on advisor input, solidifying our spot as the industry’s favorite CRM.
Orion Risk Intelligence
Orion Risk Intelligence combines next-level business intelligence, risk analytics, and economic research to help advisors guide each client toward investment strategies that work for them — regardless of what’s happening in the world. The platform includes a library of 100+ forward-looking stress-testing scenarios, 3D Risk Profile, robust modeling & portfolio construction, and a personalized proposal builder generation.
Orion Compliance
Orion Compliance is an end-to-end compliance management solution, built upon an always audit-ready reporting infrastructure. The cloud-based software platform provides core compliance functions in addition to personal trading and insider trading solutions for firms with seamless mobile accessibility.
Orion Portfolio Solutions
Orion Portfolio Solutions is an open architecture turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one cohesive platform.
Brinker Capital Investments
Brinker Capital Investments, an Orion company, is an investment management firm empowering financial advisors to help their clients achieve better outcomes. From wealth accumulation to risk-based and income-oriented strategies, we offer a range of dynamic, multi-asset class solutions to help financial advisors meet the changing needs of investors.
Orion OCIO
Orion OCIO provides financial advisors and institutions with bespoke, high-touch services and personalized wealth solutions backed by a proven investment approach. These white-label services include outsourced trading, technology and back-office support, investments and research, in addition to asset gathering and point of sale assistance.
Orion Behavioral Finance
Orion BeFi is designed to help advisors differentiate their firm and drive organic growth by efficiently attracting prospects and forging deeper relationships with existing clients. Orion BeFi is a one-stop-shop, unparalleled suite of proprietary courses, free continuing education, resources, and technology all centered on understanding and infusing purpose into advisor-client relationships.
Orion Portfolio Solutions, LLC, dba Brinker Capital Investments, a registered investment advisor.
OCIO services offered through TownSquare Capital, LLC, an Orion company, 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.
Access to the services presented for Orion Risk Intelligence is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.