Customize at Scale. Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively priced solution. From tax-loss harvesting and tax transitioning to ESG, you can easily offer high-value, professionally managed portfolios that are customized according to the unique needs, values and goals of your clients.

Create Truly Personalized Client Portfolios
Direct Indexing Done Right

Create Truly Personalized Client Portfolios

Add value to client returns, reduce taxes and increase the scalability of your advisory practice.

Deliver Flexible, Tax Efficient Strategies

Access proactive and ongoing tax loss harvesting, tax-effective transitions, and set capital gains budgets.

Customize the Investing Experience

Align portfolios with your client’s personal needs or beliefs, including ESG, SRI, and faith-based screening, concentrated positions and meet sector/industry preferences.

Grow Your Business

Partner with CFA Credentialed Portfolio Managers to optimize and monitor client portfolios on a continuous basis at a lower cost. Attract high-net-worth clients by delivering proactive tax management, ultimately growing your bottom line.

Streamline to Scale

Streamline trading and reporting by implementing Orion Custom Indexing via a sleeved account at the custodian of your choice. Eliminate the need for time consuming processes through ongoing tax-loss harvesting and optimize against benchmark indexes.
Be Part of the

$362 Billion


Easily offer high-value, tax-efficient portfolios that are customized according to the unique needs, values and goals of your clients.

Set Your Firm Apart

How it Works

Start with the selection of a target investment mandate that aligns most closely with your client’s values, goals, and objectives. With an objective established, we customize your portfolio for tax transitions, tax management, security restrictions, and environmental, social and corporate governance restrictions.

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What You Need to Know

Unlock Tax Opportunities

Explore how tax loss harvesting enables you to use holdings that are experiencing declines to offset the capital gains tax from those that are experiencing gains.

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Customize in a Click

Save time and streamline trading, reporting, and account maintenance by implementing custom indexing when you leverage Orion's premier technology suite.

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Tech that Gives You the Edge

Scale your practice by having the power of Orion’s Custom Indexing technology in your hands, including generating a customized proposal in under five minutes.

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Tech that Gives You an Edge

See it in Action

Forget what you know about traditional direct indexing and watch our webinar to see the disruptive power of Orion’s new Custom Indexing Advisor Tool in action. You’ll walk away empowered to provide clients with the personalization that they crave.

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See it in Action


of investors agree that taxes can eat at their portfolio the same way volatility can.²


of investors believe their advisor should be focused on minimizing their tax obligations.²
Advisor Walking
Free Resource: Whitepaper

Direct Indexing: Delivering Personalization at Scale

Direct indexing has typically been limited to large portfolios due to the time, complexity and costs involved. That time is over. Learn about the technology evolution driving this movement and access insights from top advisors.

In this whitepaper, you’ll learn how to leverage direct indexing technology to:

  • Bring scale to your operations
  • Differentiate your firm
  • Better serve and attract clients
Orion Stacks
Introducing Orion Stacks

One Integrated UX. One Agreement. All the Power of Orion.

Orion Custom Indexing is now part of Orion Stacks, the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm. 

Get access to Orion Custom Indexing in the Essentials or Advantage Stack. Plus, get everything you need for your business at a better price when you use (or add) more of our technology and services.

Start Adding New Revenue

Customization driven by you. Expert guidance and support from us. All fueled by the #1 All-in-One Software Program used by advisors.³

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Dig Deeper

Related Content

¹Source: Capgemini’s World Wealth Report (WWP) 2019

²Source: Orion Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.

³Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs. The 2022 T3/Inside Information software survey collected 4,495 useable responses from advisory firm participants, anonymously, through the months of December, 2021 and January and February and part of March of 2022.  

Orion Portfolio Solutions, LLC, an Orion Company, is 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.

This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.