Leverage our comprehensive investment model marketplace for unprecedented access to leading strategist models for fixed income, equities, and alternatives.
With greater investment options spanning brand, boutique, and emerging strategists, easily make more personalized investment decisions specific to each client’s risk tolerance and goals, at scale.
Customization in a Click
Scale Your Investments
Easily build and manage more robust, personalized portfolios for your clients with models from leading institutional strategists.
Quality and Quantity
Take advantage of the extensive investment research already performed on vetted strategists.
Save Time Trading
Assign models in Orion’s trading tools in seconds.
Maintain Full Control
Retain full trading authority to accept or deny strategist model changes.
Personalize with Ease
Create blended models through a combination of third-party or in-house strategies.
How It Works
Subscribe in 4 Easy Steps
Review strategists through advanced filters like model theme and risk score.
Agree to strategist terms and subscribe to the desired model(s).¹ Then, update any portfolio(s) in Orion’s trading tools with the strategist model(s).
Rebalance your portfolio(s) with the strategist model(s).
Automatically receive strategist allocation updates to be accepted or denied.
Free Resource: Whitepaper
Technology Fuels Growth:
Orion’s 2023 State of the Advisor
Wealthtech is advancing at a record pace. It’s a constant challenge to keep technology current with clients’ expectations, while managing costs responsibly.
To help you understand and capitalize on the latest iterations available to advisors, we’ve researched topics like artificial intelligence (AI), the latest trends in client-facing technology and integrations and studied the ways in which firms are investing in technology. We’ve surveyed hundreds of advisors asking about their expectations for the coming year and beyond.
Download our 2023 State of the Advisor to help you better serve your clients and grow your businesses this year — and beyond.
1Source: Some strategists may charge for use of their models.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.
At certain places on our website we offer direct access or 'links' to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Orion Portfolio Solutions, LLC (Orion Portfolio Solutions). Orion Portfolio Solutions does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. Orion Portfolio Solutions does not necessarily endorse or recommend any product or service described at these websites.