Becoming a Strategist on the Orion Platform

Firm/Strategist Name

Contact Name

Contact Title

Contact Email Address

Model (s)

Re-order	Model Name	Morningstar ID	Products used in the model	Weight	Operations
	Model Name	Morningstar ID	Products used in the model List all that apply	Item weight

more items

Name of RIA who currently works with Orion and is requesting access to your firm (if applicable)

Strategists FAQ Subscribers FAQ

Orion Communities is a product of Orion Advisor Technology, LLC (“OAT”). Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. OPS makes third-party strategists available through Orion Communities and is also a strategist on the platform. OAT and OPS are affiliated companies through their parent company Orion Advisor Solutions, Inc (“Orion”).