WHO WE ARE Architects Of Innovation, Experts In Execution
Over the past 20 years, Orion has become 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 2,000 advisory firms define their unique vision for success.
SOLUTIONS Built for Growth-Focused Firms
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 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.
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.
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.
ABOUT US Get To Know Our Family Of Companies
The Orion Advisor Solution 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.
Experience the Holy Grail of the Advisor-Client Relationship
Read more about our CEO, Eric Clarke’s vision for our tech-enabled fiduciary process that transforms the way you’ll grow your business.