Expand on what you’ve already built.




 

 

The challenge isn’t adopting more technology—it’s ensuring every decision connects to a bigger picture.

This moment calls for optionality. For technology that adapts to your firm, your pace, your vision.

Not just what’s next—but what works next.

Open Architecture: The Ideal Financial Advisor Tech Stack

What Organizations Like Yours Are Navigating




 

Multiple platforms and teams requiring cohesion without compromise
 

Increasing regulatory expectations and oversight fatigue
 

A growing demand for configurability—not rigidity
 

Pressure to modernize without disrupting what works
 

A need to scale intelligently, with long-term agility in mind
 

Open Architecture: The Ideal Financial Advisor Tech Stack

 Built for Decisions That Reshape Institutions




 

Orion builds infrastructure designed to work with enterprise complexity.

Modular by design, configurable at every level, and built to evolve as you do.


This isn’t about replacing what you’ve built. It’s about enabling what comes next.

Open Architecture: The Ideal Financial Advisor Tech Stack

Your Future Isn’t Off-the-Shelf.
Neither Is Ours.

Let’s build the right answer—together, and on your terms.

  Request a Personalized Demo

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.