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Intuitive, Unified Dashboard

Cutting-Edge Tech
That Grows with You

Brinker Capital advisors now have full access to essential back-office and client management features — all from one dashboard. With your new Advisor Portal experience, you can efficiently create best-in-class client experiences with personalized proposals, BeFi-driven financial planning, and intuitive digital account onboarding. Plus, experience streamlined account management and reporting so you can scale with ease.

Grow Faster,
Grow Smarter.

The seamless tech you need to streamline your day
and exceed your client’s expectations.*

Advisor Dashboard

Take action quickly with an easy-to-navigate advisor dashboard showcasing a snapshot of your entire book of business — including client details, recent prospecting data, top 5 models and support resources.

Dashboard

Reporting 

Kick your reporting efficiency into high-gear with an advanced reporting system featuring customizable and actionable reports, including rep-level inputs and preferred date range settings — designed to limit manual inputs.

Reporting

Proposal Generation and New Account Opening

Open new accounts and generate personalized investment proposals through a streamlined, more intuitive, step-by-step experience.

Proposal

Client Experience

Foster engaged client relationships with an intuitive, fully-branded client portal and mobile app.

Fully Digital and Mobile Friendly

Orion Planning

Leverage BeFi-enhanced planning tools to guide clients toward plans built to help them realize their financial dreams.

befi

On-Demand Education

Watch our on-demand videos for a deep dive into your new Brinker Advisor Portal experience. Additional videos coming soon.

Intro to Advisor Portal

An overview of the Advisor Portal with a look at the new dashboard and summary of key features.

Watch Now

Portfolio Views & Configuring the Advisor Portal

Learn how to navigate Portfolio View, search for clients and customize the most popular account views for yourself.

Watch Now

Running Reports & Manager Research

Get a jumpstart on how to run actionable reports and conduct manager research.

Watch Now

Proposal Tool

Walk through the streamlined process of generating
personalized investment proposals.

Watch Now

Opening New Accounts

A step-by-step guide to opening new accounts with ease like you’ve never seen before.

Watch Now

Webinar Training

Join our experts for an interactive event to learn more about how you can facilitate your entire wealth management process and actively fuel your growth through the new portal. 

The Brinker Advisor Portal Top 5: Find Out What Makes Your New Portal So Special  

From opening and tracking new accounts, running game-changing proposals or accessing convenient marketing tools and more - get a guided tour of what will quickly become your most favorite portal features.

Watch Now

Breathing New Life Into Your Backoffice

Get a jumpstart on learning how to run actionable reports, find essential forms, conduct performance research or manage client accounts, documentation and requests. This one is all about the details that will make your backoffice run so smooth.

Watch Now

Financial Planning + Behavioral Finance: Where Tech Meets A Tailored Experience

Walk through a better financial planning tool that allows you to create financial plans with the added benefit and insight of both your clients’ personal and financial goals. Build relationships and show your unique value through easy-to-navigate workflows.

Watch Now

Additional Resources and FAQs

Beyond on-demand videos, we’ve created a number of “how-to guides” to help you as you transition.

Brinker Advisor Portal: Getting Started Guide

Get up to speed fast on everything from customizing your dashboard, generating proposals, running reports, accessing integrations, and more.

Learn More

How to Log Into
the Advisor Portal

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

Learn More

How to Access
Application & Integrations

Quickly access available apps and integrations like Orion Planning, Queries and Trends within the new portal.

Learn More

How to Update
Advisor Settings

Customize your Advisor Portal experience by adding and editing default advisory

Learn More

How to Use the
New Payout Dashboard

View billing information at a glance and all in one place. View paid and outstanding receivables to know exactly where fees stand and access Advisory Fee Reports for details on commissions.

Learn More

How to Login as a Rep

Seamlessly switch between reps for effortless support and instant access like never before.

Learn More

Brinker Client Portal: End Client Getting Started Guide

Guide your clients through the key features of the Client Portal, including how to access their financial plans, investment performance, important documents, and communications from you.

Learn More

Follow these steps to access a robust library of additional training resources and “how-to guides” to guide you through your transition.

Step One

Log in to the Legacy Advisor Portal and click on the “Explore the New Advisor Portal” button in the top right.

Step Two

Once logged in, click on the “Resources” tab and select “Support” from the drop-down menu.

Step Three

Use the search bar or the tiles to find helpful guides and resources to help you learn more about the new portal.

How is the new platform different from the one we have today?

From the start, you’ll find the new and reimagined platform delivers a simplified look and more intuitive design.  Here are just a few of the highlights with the new platform, you have access to:  

  • Guided Proposal Generation - Featuring a step-by-step process from portfolio design to proposal delivery.  
  • Digital Client Onboarding - Onboarding new clients is seamless with guided new account setup, walking advisors through DocuSign integrations and identifying the forms they need to make account opening quick and easy.  
  • Comprehensive Account Management Tools - Giving advisors a dashboard view of their prospects, clients, and books of business. 
  • See What You’ve Earned - Eliminate uncertainty into payout status and values for accounts through an automated dashboard that offers transparency into what you’ve earned, what has been paid and what is pending. 
  • Personalize Reports for Any Client Preference - Tailor report details and styling to reflect the unique preferences of all client types, from those who live in data to those who value visuals, with less time and effort. 

Custom Forms Library - Find a library of relevant forms and documents organized for your convenience

Will I still have access to the legacy Brinker Portal?

Yes, you will still have access to the legacy Brinker Portal. To get to the legacy platform while in the new Brinker Advisor Portal, simply click on the “Go to Legacy Portal” on the top of your screen.

Some features and actions will not be immediately available in the new Brinker Advisor Portal, but will become available in future enhancements. In the meantime, the following features and actions can still be accessed and executed through the legacy Brinker Portal:  

• Imposing a risk score (Quick track within the proposal)
• Document Upload
• Pending Activity (New Account, Maintenance, Cashiering and e-delivery)
• Docusign in the Forms Library
• Additional Reg types beyond Individual, IRA, Roth IRA, Rollover IRA, Community Property, JTWROS, JTTIC, JTTIE, Trust Under Will, Trust Under Agreement which are currently available in the new Brinker Advisor Portal
• Products, such as:
     • DVA
     • Personal Benchmark
     • PDS
     • MML Integrated Outsourcing (only for MML reps)

How can I learn more about the new tech to help train my team?

A number of training resources are available through this page and there will be plenty of opportunity for your team to join multiple webinars and live Q&A sessions following the launch of the new Advisor Portal in July.

How will this change affect my clients?

Your clients will not be impacted by the changes to the Brinker Advisor Portal.

Where can I go if I have additional questions?

As always, we are here to support you each step of the way.  If you have a question or need help, please reach out to your service team directly or contact us at:
 

Service: 800-333-4573 (press 1)
Sales: 800-333-4573 (press 2) 

How can I stay up-to-date on changes and new resources?

Keep an eye on your inbox and be on the lookout for pop-up notices in both the “Legacy Advisor Portal” and new platform alerting you to more information and news as it becomes available.

For a full list of Frequently Asked Questions, please click here.

We Want To Hear From You

We are eager to hear your feedback as you transition to the new Brinker Capital Advisor Portal.  What’s going well?  Where can we improve?  Share your feedback and help us shape your experience.

Submit Feedback

*Some features of Orion’s tech may not be available for use if not approved for use by your broker-dealer’s Home office.

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

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