WHO WE ARE Architects Of Innovation, Experts In Execution
For more than 20 years, Orion has been synonymous with one thing: Innovation. Today, we are as determined as ever to push the boundaries of what’s possible to help financial professionals innovate, disrupt, and win in their own business.
SOLUTIONS Powering Independence And Growth
Because of our roots and experience as advisors ourselves, we have a unique understanding of the role financial technology, asset management, investment management, and custody and administration can play–not just in supporting your efforts, but transforming your experiences and expectations for growth.
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.
CLS Investments is a registered investment adviser managing in excess of $8.9 billion. As a long-time trusted partner in the financial industry, CLS delivers third-party investment management, proprietary ETF strategies, and innovative investment thought leadership.
Constellation Trust Company provides custody and administration services to registered investment advisors, financial institutions, and their clients using Orion’s back-office servicing for mutual funds, variable annuities, and brokerage accounts
WHAT WE VALUE Innovation-Driven Excellence
No matter your goals, we understand your objectives, anticipate your needs, and customize your technology experience with the following values in mind:
A promise to push the boundaries of what it means to add value through exceptional technology.
What we earn in our relationships by always aligning our actions with our promises.
The commitment we make to continuously develop our software, infrastructure, people and processes.
The standard we set for the tech we develop, support we provide and experiences we create.
What we demand of ourselves and each other in our work, attitudes, and support of our clients.
Imagine The Possibilities
Download our white paper to learn more about how you can operationalize your firm’s vision for success.