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Transitioning to Orion's Tech Suite

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

What to Expect

click to watch an overview about the Orion Advisor Portal

Roll Out Timeline

Tech Transition TimelineMarch through May, 2021: Transition Preview begins, along with Phase 1, Platform Training. In September 2021, the Phase 1 Launch includes Reporting, the Client Portal, and Financial Planning. In early 2022, Phase 2 Platform Training begins. In mid 2022, Phase 2 will launch, including the Advisor Portal, Proposal Tool, New Account Opening Tool, and Advanced Reporting.

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.

On-Demand Webcast: What to Expect

Monthly

Check back here to watch our on-demand webcasts to see the changes we’ll be putting in place over the course of the next few months.

Watch on-demand webcast describing the changes being put in place, Now


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.

 

Some features of Orion’s tech may not be available for use if not approved for use by your broker-dealer’s home office.
Compliance code: 1 1 1 0, Brinker Capital Investments, March, 31, 2021