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Orion’s Ascent Advisor Conference

02.27.23 - 03.02.23 World Center Marriott - Orlando, FL

Find out how partnering with Orion can help drive better investment outcomes for your clients and gain a competitive advantage for your firm.

Save Your Seat for the 2023 Ascent Conference

WHO WE ARE Architects Of Innovation, Experts In Execution

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.

See How we help 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 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.

Advisor Technology

Advisor Technology

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.

TURNKEY ASSET MANAGEMENT

TURNKEY ASSET MANAGEMENT

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.

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

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.

Orion BeFi

Orion BeFi

Orion BeFi is where money meets meaning. Today’s investors expect more than a transactional approach; they want a relationship. Orion BeFi is designed to help advisors drive organic growth by efficiently attracting prospects and forging deeper relationships with existing clients. Discover the principles of behavioral finance with a suite of educational content, resources, and technology – all centered on understanding and infusing purpose into advisor-client relationships.

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:

One Orion

Together, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued and heard.

Innovate

Thinking differently is in our DNA. We push boundaries, reject the status quo, and relentlessly pursue transformative outcomes.

Disrupt

Our willingness to disrupt ourselves, and the industry, ensures we stay ahead of client expectations.

Win

It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

ABOUT US Get to Know Our Family of Companies

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.

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 will transform the way you grow your business.

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Not Sure Where to Begin?

Get in touch with our team to learn more about the solutions and services provided by Orion.

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