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Orion
Custom Indexing, Every Stage

Your firm. Your path. One platform to get there.

As your firm grows, your access to Orion grows with it. The technology stays the same platform the whole way, from your first client to your most complex one.

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No commitment required.

Orion

One Platform. Growing Access.

One Orion platform sits behind your reporting, billing, trading, and Custom Indexing. As your firm grows, you get access to more of it, not a different platform.

 

Orion
One Platform. Growing Access.

Orion doesn't change. How much of it you can use does.

As your firm grows, your access to Orion grows with it. The technology underneath, reporting, billing, and Custom Indexing, is Orion the whole way.

Reporting that goes from standard to fully custom

Pre-built performance reporting and a branded client portal are there from day one on Orion. As your firm grows, so does your access, up to fully customizable reporting with a mobile app included.

Reporting customization: standard, then fully customizable

Billing you grow into, not around

Orion's full billing tools become available as your access grows, from standard billing logic up to full billing customization and fully customizable cash flow proration.

Billing customization: standard logic, then fully customizable

Custom Indexing and trading, unlocked when you're ready

Custom indexing, along with trading and rebalancing through Eclipse, are Orion capabilities that become available as your firm's access grows.

Custom Indexing
 
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What to Expect

We'll show you exactly how this fits your firm.

Book a call and we'll walk through how Orion's technology fits your firm today, and what's available as you grow.

  • A live walkthrough of Custom Indexing on your firm's setup today, and what's available as you grow
  • A clear answer on what fits your firm right now, and what's next
  • No pressure to commit on the call
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No commitment required. 

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© 2026 Orion Advisor Solutions. All rights reserved.

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.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

Since tax efficiency is a supporting theme throughout (not just in the Custom Indexing paragraph):

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions does not render tax, accounting, or legal advice.

 

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