Expand Your Offering

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.

 
Orion Employee working in office.
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

Step 1

Review strategists through advanced filters like model theme and risk score.

Step 2

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).

Step 3

Rebalance your portfolio(s) with the strategist model(s).

Step 4

Automatically receive strategist allocation updates to be accepted or denied.

advisor
Free Resource: Advisor and Investor Research

Orion’s 2025 Advisor Wealthtech
and Investor Surveys

How are advisors leveraging technology to grow — and what do investors really want from their financial relationships? Orion’s 2025 Advisor Wealthtech and Investor Surveys reveal the answers. Based on responses from more than 1,500 advisors and investors, the studies explore where expectations align, where they diverge, and what that means for the future of advice.

See how technology investments, client engagement trends, and evolving service models are shaping tomorrow’s wealth experience — from both sides of the relationship.

Download Now
Advisors
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale through a tech-enabled, competitively-priced solution.

See How

Optimize Investment Management

Transform your investment management process with leading third-party strategist models designed to help you deliver better outcomes and scale with ease.

Request a Consult

Dig Deeper

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1Source: Some strategists may charge for use of their models.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Orion Custom Indexing is offered by Orion Portfolio Solutions, LLC 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.