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2024 Roadmap

Advisor Portal

The latest updates for your Brinker Capital Advisor Portal. Everything you need, all in one place — and more powerful than ever before.

View Our Roadmap

What You Need, Where You Need It

Get our full roadmap detailing what we’re working on for your Advisor Portal, including new and enhanced features, exciting updates, and the service and support you need.

Best of all? There’s so much to get excited about.

Comparison Cards

Our Roadmap

Pioneering Technology

 

Completed

  • Automatically create service request to track status of e-Sign envelopes from new accounts and forms library
  • Ability to void and re-send e-Sign envelopes
  • New trading screens 

Short-Term

  • Allow e-Sign for all forms in Forms Library (June)
  • All new account data can be entered before e-Sign (June)
  • Portfolio View usability in  Advisor Portal (Q3)

Next Up

  • More granular service request categories and statuses (Q3)
     

Reliable Systems and Support

 

Completed

  • Formed Advisory Council
  • Expanded sales (15) and service team to meet demand and improve support
  • Attach written instructions to service request
  • Allow up to 4 signers for new account applications and all registration types available for e-Sign 
  • Brinker & Destinations Specialists

Short-Term

  • Service teams assigned to dedicated regions (June)
  • Advisory Council Meet (June)

Next Up

  • Enhanced alerts and notifications in Advisor Portal (August)
  • Custodian-specific operations teams (August)
  • Advisor Network (October)
  • Elite Advisor Event (October)

Comprehensive Wealth Solutions

 

Completed

  • Added 1300 ETFS to rep-as-PM fund lineup
  • Display Destinations sub-advisors in Advisor Portal
  • Eliminate Platform fee for assets in affiliated funds in Destinations Portfolios

Short-Term

  • Alt exposure through CAIS within Wealth Advisory (July)
  • Additional proprietary ETF model solutions (August)
  • Decumulation workflow (August)

Next Up

  • Brinker Destinations and LifeX Retirement Income model (Q4)

Flexible Ecosystem

 

Completed

  • Schwab data parity with TD in Advisor Portal
  • Blended factsheets use composite data
  • Enhanced back-office workflow processes

Short-Term

  • Compare Tool (June Beta)
  • Fidelity data enhancements in Advisor Portal (June)
  • Multiple contact sync between Redtail and Advisor Portal (June)

Next Up

  • Additional demographic data from Redtail to New Account process (Q3)
  • Orion Risk Intelligence Data in Portfolio View (Q4)

Growth Resources

 

Completed

  • BeFi: PulseCheck; BeFi20; Protect, Live, Dream
  • Increased visibility of Wealth Advisory in proposal workflow
  • Free CE through Advisor Academy
  • Recurring Advisor Portal education and content (started and ongoing)

Short-Term

  • Proposals allow different risk scores for multi-registrations (July)
  • Knowledge Hub refresh for improved user experience and access to resources (September)

Next Up

  • Enhanced model search and side-by-side strategy comparisons (Q3)
  • In-person events for consultation, training, and roadmap updates (Q3)
  • Reporting review and refresh (Q3)
Our Strategy

Shaping the Future – Orion’s Strategic Roadmap

Watch our exclusive webinar unveiling Orion’s mission, strategic pillars, and walking through the roadmap.

Led by Orion CEO, Natalie Wolfsen, Michael Forker, Executive Vice President, Wealth Management Operations, and Ron Pruitt, newly appointed President, Orion Wealth Management, you’ll discover our vision for the future, explore the strategic initiatives that will shape our shared journey, and get an in-depth look at the innovative products and features set to transform your firm.

Stay Up-to-Date

Events and Webinars

New York City

Town Hall

Interested in attending? Contact your team to learn more.

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New York City

San Francisco

Town Hall

Interested in attending? Contact your team to learn more.

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San Francisco, CA Town Hall

Atlanta

Town Hall

Interested in attending? Contact your team to learn more.

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Atlanta, GA Town Hall

Orion’s Strategic Roadmap: Q3 Update

October 3rd, 2024

Join us for an exclusive webinar providing our quarterly update on Orion’s mission, strategic pillars, and product roadmap.

Register Now
Training and Resources

More to Support You

Access additional education, go-to-guides and resources to make diving into your Brinker Advisor Portal a breeze.

How to Login

Find out how to easily sign up or log into the new Advisor Portal, set up two-factor authentication or reset your password.

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How to Update Advisor Settings

Customize your Advisor Portal experience by adding and editing default advisory fees.

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How to View Client Information

Learn more about the portfolio structure, viewing client information, and completing certain actions for clients in Advisor Portal.

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Getting Started: Client Portal and Planning

Get started with your Client Portal and Orion Planning in this guide chock full of helpful tips and resources.

Learn More

Looking for more guidance on learning the ins and outs of Advisor Portal? Schedule time with your team, or visit your dedicated support app to access more helpful training materials.

Access Your Support App

Need Support?

We’re always here to help! Get in touch with your dedicated team today to learn more about all of the resources you have with us.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.

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