You Deserve A Partner Who Cares As Much As You Do

As Committed to Service as You Are

What separates Orion is simple. We do more than build technology. We show up for you. In real time, with real people. And we are investing more aggressively in service and support than ever before.

Orion COO Arun Anur shares how we are redefining service expectations and what that means for you, your business, and your clients.

 

We are a wealth tech community where every advisor and investor thrives.

— Arun Anur, Chief Operating Officer, Orion

Dedicated to our Advisors

Here’s how we’re focused on improving our service commitment to our advisors and their clients:

  • We’ve improved our phone and chat response rates to 97%1.
  • We’re improving our average response time – down to 251 seconds — because we know your time is valuable.
  • We’re getting it right, with feedback from advisors giving us a transactional net promoter score (tNPS) that’s at its highest level in 3 years1,2.
  • We’re using AI to enhance our service capabilities, helping to provide 24/7 support, accelerate answers, and reduce handoffs.
  • We live by a service culture that’s built around one goal: creating raving-fans!

We know you’re committed to providing the best service to your clients. That’s why we are focused on ensuring we have the infrastructure, investment, and intentionality — so you never feel stranded when it matters most.

Redefining Service Expectations

Connect with our team to learn more about all the ways Orion helps our advisor community thrive and grow. 

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SOURCES:

1. Internal Orion Wealth Management data as of 9/30/2025
2. Internal Orion Technology data as of 9/30/2025

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.
For financial professional use only. Not intended for public distribution.

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.