Prospect. Plan. Invest. Achieve.

Power Your Growth with Orion’s Fiduciary Flywheel

Our tech-enabled fiduciary process empowers you to seamlessly attract new clients; connect planning goals to investment strategies; and help achieve each investor’s unique definition of financial success.

Prospect

Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process.

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Plan

Engaging investors in a modern and collaborative goals-led financial planning experience to enable the delivery of holistic advice.

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Invest

Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans.

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Achieve

Providing our advisors with the tools and insights they need to show the value they’ve created in their client relationships and ultimately grow their business.

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Who We Serve

Advisors

Financial Advisors

Chief Executive Officer

Business Owners

Chief Compliance Officer

CCOs

Chief Investment Officer

COOs

Chief Technology Officer

CTOs

TAMPs

RIAs

Broker Dealer

Broker-Dealers

Banks

Banks and Trust Companies

Custodian

Custodians

Our Technology

Tech that Gives You the Edge

Redtail CRM

Work smarter — not harder — with the industry’s #1 ranked CRM for market share.¹

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Redtail CRM

Portfolio Accounting

Maximize your time and scale your back-office with the #1 portfolio accounting solution used by advisors.¹

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BeFi Tools

Guide your clients toward their goals with tools like Orion’s BeFi20, Protect, Live, Dream framework, and 3D Risk Profile.

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BeFi Tools

Trading

Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.²

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Orion Employee working in office.

Risk Intelligence

Understand risk and uncover opportunity.

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Independent advisor surveys a vista of opportunities.

Compliance

Get your firm exam-ready.

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Code of Ethics
Compliance Management

Orion Planning

Seamlessly connect your clients’ financial goals with investment strategies.

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Orion Financial Planning

Integrations

Connect with the tools your team uses every day.

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Blackrock

Blackrock Integration

About Our Integration

Orion’s integration with BlackRock’s Advisor Center provides advisors with digital tools to help facilitate strategic portfolio decisions, fuel client relationships and grow business.

 

About Integration Partner

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/tax.

 

Points of Integration

  • Single Sign-On

BNY Mellon Pershing

BNY Mellon Pershing Logo

About Our Integration

Orion receives daily data files from BNY Mellon Pershing. Additionally, the Orion and BNY Mellon Pershing integration supports integrated trade file capabilities, as well as advisory fee billing files.

About Integration Partner

As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Points of Integration

  • Advisory Fee Billing Files
  • Daily Data Files
  • Trade Files

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eMoney

eMoney Logo

About Our Integration

eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault adds additional efficiencies.

About Integration Partner

eMoney Advisor, LLC (“eMoney”) offers transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.

Points of Integration

  • Access to Orion Account-Level Data
  • Orion Client Portal Integration
  • Reporting Integration
  • Single Sign-on

Fidelity Clearing and Custody Solutions

Fidelity Investments Logo

About Our Integration

Orion & Fidelity Clearing and Custody Solutions integrate to offer a digital account opening workflow, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities.

About Integration Partner

Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Digital Account Opening
  • Insight Presentation Integration
  • Single Sign-on
  • Trade Files

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MoneyGuide

Money Guide Logo

About Our Integration

Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.

About Integration Partner

MoneyGuide, created by PIEtech®, is an interactive web-based financial planning software that scales to meet the needs of all financial professionals. Smart and adaptable, you can now provide a profitable planning experience for every client.

Points of Integration

  • Access to Orion Account-Level Data
  • Insight Presentation Integration
  • Orion Client Portal Integration
  • Reporting Integration
  • Single Sign-on

Morningstar

Morningstar Logo

About Our Integration

Morningstar® ByAllAccountsSM provides financial account aggregation from over 15,000 different financial institutions to Orion advisors and their clients. Advisors can collect a 360 degree view of their clients’ assets, both held direct and held away. Orion uses this aggregated data to drive performance reporting and holistic reporting for their advisors.

About Integration Partner

Morningstar® ByAllAccountsSM is an aggregation provider that focuses exclusively on investors, advisors, and the enterprises who support them. With over 22 years of experience, Morningstar® ByAllAccountsSM understands what it takes to deliver high-quality, interoperable account data for the complex needs of the wealth management industry. They are a trusted partner of the industry’s leading portfolio management platforms.

Points of Integration

  • Daily Data Files
  • Single Sign-on

Redtail CRM

Redtail Logo

About Our Integration

Access Orion data directly from Redtail, including new accounts updated daily and a two-way data sync for contact records Redtail also features several key Orion features within the platform including Insight, the Eclipse Trading widget, Orion Reports, and the ability to send a new contact directly into Orion’s New Account Center, creating a household and launching required forms through Quik! or LaserApp.

About Integration Partner

Redtail Technology, Inc. is the leader in web-based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Access to Orion Household-Level Data
  • Insight Presentation Integration
  • Reporting Integration
  • Single Sign-on

Salesforce

Salesforce Logo

About Our Integration

Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion.

About Integration Partner

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Access to Orion Household-Level Data
  • Insight Presentation Integration
  • Reporting Integration
  • Single Sign-on

Charles Schwab

Charles Schwab Logo

About Our Integration

Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab.

About Integration Partner

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. 

Points of Integration

  • Access to Integration Partner's Data within Orion
  • Access to Orion Account-Level Data
  • Digital Account Opening
  • New Account Center Integration
  • Orion Client Portal Integration
  • Single Sign-on
  • Trade Files

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We're Here to Fuel Your Success

Powering Advisors. Winning for Investors.

Advisors working in office.
Key Offerings: OCIO

Growth, Fueled.

Take back time in your day and get the horsepower and team to win more — and bigger — business, faster.

Portfolio Construction

Get optimized, customized portfolios for every one of your clients.

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Trade Desk

Leverage an experienced team to streamline trade operations.

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Wealth Advisory

Grow your business with exceptional wealth experiences for high-net-worth investors.

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Custom Indexing

Create truly personalized, tax-efficient client portfolios.

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Our Stats

Orion at a Glance

$4.4T

Platform assets2

17

of the Top 20

Barron’s RIA firms

rely on Orion’s technology.³

2,300

Independent advisory firms served2

110,000

Redtail CRM users2

6M

Technology accounts2

$69.4B

Wealth management assets2

1,300

Team members2

Orion Advisor walking on laptop
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale with the only tech-enabled solution that brings together proposal generation, trading, and reporting all in one place.

See How
Dig Deeper

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¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
²Source: Proprietary Orion data, as of 6/30/2024.
³Source: 2024 Top 100 RIA Firms, Barron's, 2024.

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

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

OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC.