Orion Internal Model Onboarding Request Model Name Requested launch date Tile Name Platform Fee (2 or 5 bps) Strategist Fee in bps Orion Asset Class OPS Mandate Morningstar ID Morningstar Category required for risk score Platform Availability Min Investment Amount Strategy Type Complete Satellite Income Tax Managed? Yes No Asset Class Asset Type Socially Responsible Yes No Benchmark Model Description Enter model description that will display to subscribers Logins Needed Who needs access to enter and change allocations; run reports etc. Re-order Name Email Weight Operations Name Email Item weight Add more items more items Date model fact sheet will be available, if not at launch Marketing material contact name & email Who provides updated material going forward? Attach gross monthly model performance since inception, if applicable Used to fortify the risk score, will use Morningstar category risk score if performance not available; also included on monthly OPS Strategist LookupOne file only.64 MB limit.Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods. Logo to be used Orion Brinker Firm Overview Description Orion Tax Managed Solutions enables advisors to build customized portfolios focused on increased tax efficiency and ongoing tax oversight. This premier solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice. Firm Sales Contact Name, Phone and email
