Transitioning to Orion's Tech Suite
Sign up to receive updates delivered right to your inbox 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. 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 Hear Brendan McConnell, EVP, Enterprise and TAMP Products, share an overview of what tech changes are slated for 2021.
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! 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. 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. Email Sign Up
Navigate Each Day with Ease
What to Expect
Roll Out Timeline
Upcoming Webinars & Events
Tech Transition Intro Video
Standing Tech Transition Question & Answer
On-Demand Webcast: What to Expect
The Best Way to Stay Up-To-Date?
1110-BCI-03/31/2021