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Orion's Model Marketplace

Fuel Firm Growth with Flexible Model Access

Expand your investment lineup with direct access to vetted strategists and models.


With Orion's Model Marketplace, firms can broaden choice, streamline oversight, and scale operations. The demo below shows how advisors are using it to deliver more options to clients while maintaining control.

Strategist Access

Choose from strategists ranging from established firms to boutique managers, offering portfolios that attend to a variety of client needs.

Built-In Due Diligence

Every strategist undergoes Orion’s screening and approval process before joining the Marketplace.

Flexible Use & Integration

Adopt third-party models exclusively, blend them with in-house strategies, or build UMA-style portfolios. Models flow directly into your Orion environment, syncing with Eclipse for allocations, notifications, and trading control.

Strategist Spotlight

Stay informed with rotating highlights that surface new or timely strategist opportunities.

Model Compare Tool

Filter, sort, and compare up to five models side-by-side with Orion Risk Intelligence data and analytics.

Custom Views & Exports

Save personalized model views or export data to Excel for deeper firm-level analysis.

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Explore Model and Portfolio Insights

Understand Risk Across Your Models

Orion Risk Intelligence gives your firm the tools to evaluate, compare, and monitor models with confidence. Gain actionable insights, manage risk effectively, and optimize portfolios—all within your Orion environmen

 

Learn More and Watch a Demo

Expand Investment Options for Your Advisors

Bring the Model Marketplace
Directly to Your Firm

With access to models from strategists across established firms to boutique managers, Orion’s Model Marketplace empowers your firm to expand investment choice, create tailored client experiences, and scale operations.

Let’s explore how the Marketplace can integrate into your environment and support your advisors.

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.