Expanded offering combines third-party models from the industry’s top asset managers with custom indexing capabilities for tax-smart transitions and personalized investing
OMAHA, Neb. — September 1, 2026 (BUSINESS WIRE) — Orion announced today the addition of BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios, its offering that pairs third-party model portfolios with Orion’s Custom Indexing technology to deliver tax management and personalized investing at scale. These additions bring three of the largest asset managers in the U.S. to Orion’s Tailored Allocation Portfolios.
Advisors can now access model portfolios from BlackRock, Fidelity Investments, and Vanguard in addition to Brinker-Main Management, First Trust Advisors, Frontier Asset Management, Janus Henderson, and Russell Investments, growing Orion's Tailored Allocation Portfolios to eight leading strategists since its October 2025 launch.
Personalization Without the Tradeoff
Choosing between the efficiency of third-party models and the ability to deliver a customized investment experience tailored to each client’s unique goals has long been a tradeoff for advisors. Orion’s Tailored Allocation Portfolios closes that gap by running each strategist’s standard or custom ETF and mutual fund models through Orion’s Custom Indexing technology.
“Advisors want to build around the client in front of them without giving up the discipline of a professionally managed model,” said Ron Pruitt, President of Orion Wealth Management. “With Tailored Allocation Portfolios, advisors can start from an investment philosophy they already trust while adapting portfolios to each client's unique goals, preferences, and circumstances. That flexibility, combined with the ability to scale, is driving strong demand across the firms we serve.”
How It Works
Tailored Allocation Portfolios allows advisors to select asset managers whose investment philosophy aligns with their own, plus the opportunity to build custom models reflecting their own investment views. Combined with Orion's Custom Indexing technology, Tailored Allocation Portfolios enables advisors to gradually migrate assets for clients with concentrated positions, legacy holdings, or unique tax sensitivities into model portfolios — helping manage capital gains and seeking to improve after-tax outcomes over time.
“The growth we have seen since launch reflects a shift in what advisors expect from portfolio management technology,” said Yi-Ching Wu, Executive Vice President of Wealth Management Product and Platform at Orion. “Advisors no longer want to choose between model portfolios and personalization. By bringing more institutional-grade strategies into Tailored Allocation Portfolios, Orion is expanding the range of solutions advisors can implement while maintaining the efficiency and scalability their businesses require.”
Tailored Allocation Portfolios are available across Orion’s advisor platforms and services, including Orion Wealth Management, Orion Investment Portal, Wealth Advisory, and Orion OCIO, and are fully integrated with Orion Custom Indexing, which surpassed $17.1 billion in assets under management as of July 31, 2026.
About Orion
Orion is a wealthtech leader, powering financial advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.1 As of June 30, 2026, Orion services $6.6 trillion in assets under administration and $211 billion of wealth management assets, supports more than 8.6 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.2
