Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Today, we help more than 2,100 advisory firms define their unique vision for success.
Our tech-enabled fiduciary process transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology driven experience. That process empowers advisors to attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success.
Orion Advisor Tech exists to help fiduciary minded advisors realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking.
Orion Portfolio Solutions–is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. By seamlessly integrating powerful technology with flexible investment options and hands-on product support, advisors can confidently manage their business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, integrated suite of compliance tools, and monthly billing cycle.
Orion and Brinker Capital Merge to Create WealthTech Powerhouse
In June of 2020, Orion and Brinker Capital announced that their companies will join forces, enabling independent financial advisors to grow their businesses, serve their clients, and win in the marketplace.
Orion’s CLS Investments brand and Brinker Capital’s investment management capabilities will come together under the name “Brinker Capital Investments,” thus connecting two of the industry’s most well-respected—and tenured—investment management teams to support the evolving needs of advisors and investors.
No matter your goals, we understand your objectives, anticipate your needs, and customize your technology experience with the following values in mind:
Together, we accomplish our best work. This “All In” mentality means that each of us—no matter our role—is accountable to each other, our clients, partners and prospects and to the collective success of our organization and the advisors we serve.
Growth is not an outcome—it’s a mindset. As individuals, teams, and an organization, we don’t believe in limits and push ourselves daily to help each other and our clients achieve new levels of success.
Our clients are at the core of everything we do. We place an intense focus on ensuring our advisors have the tools, resources and support they need to realize their unique vision for success.
True innovation can’t occur if you’re afraid to fail. We push boundaries, disrupt the status quo, and have the grit to relentlessly pursue transformative outcomes.
We set the pace, we don’t chase it. If the solution our advisors need doesn’t exist, we build it ourselves. We pioneer possibilities to help our advisors grow and to evolve our business ahead of industry trends.
The Orion Advisor Solutions brand entities create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success.
Read more about our CEO, Eric Clarke’s vision for our tech-enabled fiduciary process that will transform the way you grow your business.