GIF of OCI Onboarding Checklist

Welcome to Stress-Free Onboarding

Adopting Orion Custom Indexing has never been easier. Our streamlined Onboarding Checklist is designed to guide you through every step of the process, empowering you to deliver a seamless experience for your clients while aligning their portfolios with their unique goals and values.

Whether you're onboarding new clients or transitioning existing ones, this resource ensures no detail is overlooked, helping you save time and deliver exceptional service.

This resource is available to all Custom Indexing clients, so reach out to set up a free consultation today and learn how Orion Custom Indexing can help your firm start adding more AUM.

Capture Client Information With Confidence

Effortlessly gather the information needed to tailor portfolios to your clients’ needs:

  • Essential personal and financial details to ensure understanding of their situation.
  • Minimize tax burdens with clear objectives for managing portfolio transitions.
  • Preferences for long-term growth, risk tolerance, and liquidity needs.

With everything clearly laid out, you'll move from intake to action in record time.

Unlock Tools for Tax-Aware Portfolios

Give your clients an edge with our tax-aware portfolio management strategies:

  • Select from a suite of tax management features to maximize after-tax returns.
  • Establish clear parameters for tax-loss harvesting and gain deferral.
  • Ensure alignment with year-round tax planning strategies.

Simplify the complexities of tax-aware strategies and focus on delivering value.

Set Portfolio Constraints With Precision

Help clients achieve their goals while adhering to their unique preferences:

  • Define custom constraints for portfolio diversification and sector allocation.
  • Implement personalized restrictions to avoid certain industries or securities.
  • Establish a clear investment policy that aligns with each client's priorities.

Ensure no detail goes unnoticed, cementing your trusted role.

Leverage Pre-Set Values-Based Personas

Streamline personalization by selecting from our pre-built investor personas.

Man hugging dog

Animal Advocate

Climate change protestor

Climate-Conscious

Peace sign

Pacifist

Christ the Redeemer statue

Catholic Faith

Healthy food

Health and Wellness

Use these personas to save time and deliver immediate value, or use the checklist to build a custom set of exclusions, tailored specifically to your client's values, beliefs, and preferences.

Onboard to Orion Custom Indexing with Ease

  • Efficiency: Simplify the adoption process and eliminate roadblocks to implementation.
  • Personalization: Deliver a truly tailored investing experience at scale.
  • Growth: Deepen client relationships and attract new prospects with a differentiated offering.

Our streamlined checklist puts everything you need in one place, giving you the tools to succeed with direct indexing strategies.

Orion Custom Indexing Advisor Customer

Simplify Onboarding.
Maximize Impact.

Transform the way you onboard clients with the Orion Custom Indexing Onboarding Checklist. Simplify your workflows, elevate the client experience, and stay ahead of the curve. Request a free demo today and learn how quickly you can start onboarding client portfolios to Orion Custom Indexing.

Get Started Today

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

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

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