What Meaningful Strategist Access Looks Like in 2026

Strategist access has changed. It is no longer about how many models exist on a platform. It is about how easily those models fit into advisor workflows, how clearly they can be supervised, and how effectively they support planning-led conversations.

January 20, 2026

February 3, 2026 07:32 AM

By: Orion

Breadth Across Asset Classes

Fixed income, equities, and alternatives each play a role in client outcomes. A meaningful model portal provides access to a range of strategist perspectives across these categories so advisors can build to specific client goals rather than to the limitations of their tech.

Depth Beyond Brand Names

Brand strategists matter for validation and client confidence. Boutique and emerging strategists matter for specialization and differentiated approaches. RIAs benefit when these categories coexist, giving clients more ways to connect with the rationale behind recommendations.

Request a Walkthrough

See How Model Access Supports Personalized Advice

Connect with our team.

Integration With Daily Workflows

A strategist catalog only has value when it connects to execution. Access that stops at selection still forces advisors back into manual steps. Access that flows into trading supports consistency, reduces operational friction, and helps firms scale without increasing headcount.

Supervisory Awareness is a Core Requirement

As strategist access expands, firms still need clarity. Model delivery that aligns to firm oversight and trading visibility is what separates a curated portal from a marketplace. It is not about control for the sake of control. It is about building confidence for both advisors and leadership.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Orion Investment Portal is an offering of Orion Portfolio Solutions, LLC, a registered investment advisor

Optional