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Wealthtech Insights

The Business Model Playbook

Find the technology and support model that aligns with your firm's growth goals.

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40%
Growth Advantage

Orion clients reported 40% higher organic asset growth compared to non-Orion clients in 2025 — with the right business model aligned to their vision.

WealthTech Survey, 2026

Three Models

For Every Firm

Whether you want complete control or more support, there's a model that fits your vision.

Build

You want complete control over portfolio management, advisor experience, and differentiation. For firms with the team and passion for hands-on investment management.

Partner

You want flexibility and expert support without losing control. Outsource specific functions while maintaining your brand, custody, and client relationships.

Outsource

You want to focus on client interactions and business growth. Let our team handle investment management, operations, compliance, and back-office work.

Playbook • July 2026

Your Next Step

What You'll Discover

The Business Model Playbook is your roadmap to aligning technology and support with your firm's unique growth strategy.

  • Key Differences Between Build, Partner, and Fully Outsourced Models
  • Which Model Best Fits Your Firm's Goals, Team, and Growth Plans
  • How Technology and Support Create Capacity for Growth
  • Real-World Considerations for Each Engagement Model
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Advisors Who Take Action Gain Time
7+
Hours per week saved with partial outsourcing
11
Hours per week saved with full outsourcing
40%
Higher organic growth for Orion clients

Turn Your Vision into Action

Discover the technology and support model that can help your firm grow with confidence.

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