Advisor using orion

Advisors Choose Technology. Make Sure They Choose You.

The platform they want. The flexibility you need.

Download the Enterprise Due Diligence Kit

Top advisors don’t 
just want modern tools. 
They expect them.

And firms are feeling the pressure to upgrade.​ 

With Orion, you don’t have to rip and replace. You can build your ideal advisor platform over time—or all at once.​

Explore Orion Stacks 

The Challenges 
Firms Face

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Top advisors don’t just want modern tools—they expect them. 

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Firms are increasingly pressured to upgrade or risk losing talent. 

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Keeping up with evolving advisor expectations demands flexibility. 

 

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Tech transitions can disrupt client service and internal workflows.

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Loss of advisors to competitors with better tech is a real risk.

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Delivering a superior advisor experience is key to retention.

Orion Stacks

The Adaptive Solution

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With Orion, you avoid a disruptive rip-and-replace approach.

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Build your ideal advisor platform at your own pace—step-by-step or all at once.

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Buy what you need now and expand your capabilities as your needs evolve.

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Use Orion as a standalone solution or complement your existing platforms—no forced overhaul required.

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Maintain an experience that helps you retain top advisors and supports growth.

Advisor using Orion on multiple devices
Orion Stacks

Built to Scale Success

Orion Tech Stacks offer broker-dealers a flexible, integrated platform to modernize operations without disruption. Choose the tools you need—CRM, trading, compliance, and more—that work together and grow with your firm. Enhance advisor productivity, support regulatory compliance, and streamline workflows to focus on what matters most: your clients.

Explore Orion Tech Stacks
Discover Orion Tech in Action

Unlock Advisor Tools While Maintaining Firm Standards

Want a guided walkthrough? Our platform experts will show you how Orion’s flexible tech stacks can adapt to your firm’s unique needs—helping you improve efficiency, support compliance, and empower advisors.

 

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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.