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Transformative technology to help advisors grow and investors thrive

Orion’s unified WealthTech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals.

Who We Are

Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully.

Orion’s technology, and suite of investment capabilities, can be tailored to the individual needs of every unique advisory model, providing the flexibility and choice to be adopted in its entirety or as components complementary to existing capabilities. Orion’s wealth management platform brings together the technology, flexible investment options and support in one seamless experience for advisors.

We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship.

In fact, if the solution our advisors need doesn’t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses.

 

What We Do

Combined, our technology and wealth management brand entities, Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments create a complete offering that empowers firms to attract new clients seamlessly; connect investment goals more meaningfully to strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success.

Delivered through an intuitive advisor portal, our highly configurable capabilities are designed to become, or work in harmony with, clients’ existing advisor tech stacks, and are built to support all phases within the advisor-client journey.



Delivered through an intuitive advisor portal, our highly configurable capabilities are designed to become, or work in harmony with, clients’ existing advisor tech stacks, and are built to support all phases within the advisor-client journey.

Orion By The Numbers* Note: As of September, 30, 2021

1,100

Team Members

$1.9T

Assets Under Administration

2,300

Advisory Firms Served

$60B

of Wealth

Management Platform Assets

100

Integrations with Third-Party

Technology Providers

*As of March, 31, 2022

Our Story

Pioneers in FinTech, Champions for Advisor Success

In 1999, when the founders of our legacy firm sought an investment accounting system that could meet the needs of a growing RIA, they concluded it did not exist. As a result, they made it their mission to develop the best portfolio management software on the market and launched Orion Advisor Technology.

Today, that same passion is what drives our quest to innovate across our business, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. In fact, in the last five years alone, we’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Key Milestones

Orion acquired Orion Portfolio Solutions, LLC (formerly FTJ FundChoice). This partnership complemented Orion Advisor Technology’s offerings by supporting efforts to accelerate the delivery of enhanced capabilities that strengthen our core platform.

Orion acquired Advizr Inc., (now Orion Planning) enabling firms to offer their clients a competitive user experience through the production of in-depth financial plans.

Orion announced a merger with Brinker Capital to create a combined technology and open-architecture wealth management platform. In September 2020, Brinker Capital completed its merger with Orion Advisor Solutions. Brinker Capital’s investment management capabilities were unified with those of CLS Investments and integrated into the Orion brand family as Brinker Capital Investments.

Orion acquired HiddenLevers. HiddenLevers’ portfolio stress-testing, industry-leading investment proposals, and model construction workflows integrate into Orion’s core technology platform.

Orion acquired industry-leading compliance management software platform, BasisCode Compliance.

Our Values

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.

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.

Compliance Code: 2 7 4 9, Orion Advisor Solutions, October 27, 2021