Transitioning to Orion's Tech Suite

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Advisors Navigating each day with ease

Navigate Each Day with Ease

Following the exciting news of Orion Advisor Solutions and Brinker Capital Investments, coming together, Brinker’s advisors will now benefit from Orion’s completely reimagined and integrated technology suite, a wide range of investment options, and value-add tools for prospecting, proposal generation, financial planning, and enhanced client experience*.

This site will be your go-to hub for all of the details, training and resources you need to navigate this transition.

What to Expect

Roll Out Timeline

Upcoming Webinars & Events

Re-watch or sign up for an upcoming opportunity to hear about the latest details tied to Orion’s integrated technology and your transition to a more powerful portal experience.

Tech Transition Intro Video


Hear Brendan McConnell, EVP, Enterprise and TAMP Products, share an overview of what tech changes are slated for 2021.

Watch Now

Standing Tech Transition Question & Answer

Every Other Tuesday at 2 p.m. ET

Join Brinker’s support team for open office hours to get all of your tech transition questions answered, live!

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April Webcast: What to Expect

April 23 at 2:00 p.m. ET

Don’t miss our very first tech transition webcast to get an update on the transition timeline and see the first changes we’ll be putting in place.


The Best Way to Stay Up-To-Date?

Make the transition easier by getting all you need delivered right to your inbox, so you can take advantage of Orion’s technology solutions to strengthen your business.

Stay Informed


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