Advisors
WMS-Orion

Built for MML Advisors.
Powered by Orion.

WMS-Orion is your new, easy-to-use, all-in-one platform — built for MML advisors to deliver faster proposals, smarter strategies, and better client outcomes. Now live.

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Now Live for MML Advisors

Meet WMS-Orion: 
Built for How You Work

Get access to the WMS-Orion platform you already know — now with more control, more flexibility, and more opportunity to grow. 

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What’s New in WMS-Orion

A faster, smarter, and more flexible platform designed exclusively for MML advisors.

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Dig Deeper

Join the Weekly 'Ask Us Anything' Series

Each Wednesday in August through September, we’re hosting focused sessions to help you dive deeper into WMS-Orion, including practical walk-throughs and live Q&A. Check out our upcoming topics:

Master the Proposal Tool + Your Advisor Portal

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Explore Strategy Access with Core Select

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Client-Facing Tools in 
WMS-Orion

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What Advisors Like You Are Asking Most

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Strategy Access

Investment Solutions​

  • BlackRock Logo
  • 3Edge
  • Goldman Sachs
  • Capital Group
  • Charles Schwab
  • Vanguard
  • Ocean Park Investments
  • Fidelity Investments
  • Dimensional
  • Engine No. 1
  • Main Management, LLC
  • Meeder
  • Northern Trust
  • Clark Capital Management Group
  • Buckingham Strategic Partners
  • Wilshire
  • PIMCO
  • Toews Asset Management
  • Janus Henderson
  • Potomac

Let’s Build the Future of Your Business. Together.

From proposals to portfolios, we’re here to help you get started, scale faster, and deliver more. Get a consult today to get started.

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Familiar Strategies. Better Access.

WMS-Orion gives you access to the strategies you know and trust — with more flexibility.

No Minimum*

Destinations

  • A variety of allocation strategies, each targeting a specific investment objective.
  • Risk-based and income-focused portfolios designed to align with investor goals and risk tolerances​
  • Utilize a multi-asset class approach to seek consistent risk-adjusted returns over time​
  • Available for qualified and non-qualified assets​
$500,000 Minimum

Core Guided

  • Risk-based, tax-managed, and income-focused with exposure to individual SMAs, mutual funds, ​and ETFs ​
  • Gain consistency across your clients’ investment strategies ​
  • Dedicated portfolio management team ​
  • Powerful investment management technology​
$1,000,000 Minimum​

Wealth Advisory

  • Personalized wealth solutions and high-touch service for HNW investors​
  • Support for your business’s sales support, onboarding services (including the pre-
    population of paperwork), and proactive investment support through a team of CFA credentialed portfolio managers ​
  • Institutional-grade investment strategies reviewed by Brinker’s due diligence team.
  • Access to auxiliary financial services, private investments through CAIS, and option strategies​

One Platform. All the Tools You Need.

Built to support your day-to-day. Designed to align with your MML workflows.

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WMS-Orion Platform Pricing

Competitive Pricing. Clear Value.

We believe great service shouldn’t come at the expense of your client’s outcomes. WMS-Orion pricing was designed to be competitive, transparent, and aligned with your goals. In addition, all activity counts toward the MML comp grid and Advisor Growth Bonus.

*Total before Mgr. Fee. Admin Fees deducted at same rate across all WMS platforms.​
 Platform FeeCustody (NFS)Manager FeeTotal
Core Select (Custom UMAs)10bp6bpVaries16-71bp*
Destinations (Mutual Funds)None6bpNone6bp*
Core Guided (SMA Model)15bp6bpVaries36-51bp*
Wealth Advisory (HNW Custom)30bp6bpVaries56-71bp*
Advisor
With You Every Step of the Way

Support and Training

WMS-Orion isn't just a platform — it's a support system built around how you work.

Whether you want to explore WMS-Orion on your own, or walk through it with a member of your Orion support team, we’re here to help you:

  • 1:1 Training Sessions: Schedule a personalized walkthrough for your team
  • Ongoing Consults: Get hands-on support for proposals, workflows, and platform tools
  • Onboarding Made Easy: We’ll help you make the switch with confidence
Wealth Management Sales Map

Find Your WMS-Orion Team

Click on a region or select from the dropdown to find your Orion-WMS team for questions and support.

 
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Wealth Management Sales Map

Find Your WMS-Orion Team

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Key Resources

Everything You Need to Dive In

From building portfolios to understanding platform tools, these quick resources give you the confidence to hit the ground running.

Your Questions, Answered

Frequently Asked Questions

We're Ready. Are You?

WMS-Orion is built for your business — and our team is ready to help you hit the ground running. Contact us today to get started.

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*The "no minimum" investment requirement for Destinations portfolios applies only to WMS-Orion accounts offered exclusively through MML. Minimums may vary in other channels. Please refer to Orion’s ADV for additional details.

This website is intended for investment professionals only. It is not intended for use by private investors. 
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.