Revolutionizing Wealth Management

Orion delivers more than technology—it's a powerful solution designed to address the unique challenges of large institutions like yours.

Request Consultation Download Your Resources

Empower Your Growth With Tailored, Scalable Solutions

Discover a solution that adapts to your needs today and scales with you as you grow. With a wide range of offerings designed to address every challenge, we help you streamline operations, enhance client experiences, and future-proof your organization. Our flexible solutions are built to support your goals, no matter where you are in your journey.

Technology to Power Your Enterprise

Dive into the challenges and opportunities of enterprise-level technology integrations. See our practical tools and insights to help you assess, plan, and implement solutions that align with your institution’s goals.

Click Here to Download the Orion Enterprise Due Diligence Kit

Unlock Insights with Sample Reports from Orion

Give your clients the clarity they need with Orion's comprehensive and easy-to-understand reports. Browse through our sample reports to see how our solutions can help you deliver personalized, insightful information that drives client confidence and satisfaction. Click here to explore the samples and imagine how they can enhance your client relationships.

Click Here to See Sample Reports

Elevate Your Trading Operations

Optimize trading workflows with Orion Trading, a tax efficient trading and rebalancing platform with comprehensive cash management and a proprietary Order Management System (OMS).

Click Here to Download the Trading Due Diligence Kit

Powering the Advisor Client Journey

Explore Orion’s diverse technology offerings designed to enhance your institution’s capabilities. Click to learn how our solutions integrate with your existing systems and evolve alongside your needs, driving growth and efficiency every step of the way.

Click Here to Download the Technology Due Diligence Kit

How to Get Started

Connect with our team to explore how we can adapt our solutions to meet your institution's unique needs. With our ability to integrate with your existing technology and customize our systems, we’re ready to support your specific goals. Let’s discuss how we can tailor our approach to align with your requirements.

Schedule a Consultation

Investment advisory services offered by Orion Portfolio Solutions, LLC ("OPS") or TownSquare Capital, LLC ("TSC"). OPS and TSC are subsidiaries of Orion Advisor Solutions, Inc. ("Orion"). Technology solutions are offered to investment advisors by additional subsidiaries of Orion, excluding OPS and TSC.

This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.