Cornerstone Technology for
Building Your Firm

Foundation Stack provides the essential tools to lay the groundwork for your firm's success.

What's Included in Foundation Stack:

  • 15% off Any Redtail Plan
  • Client Portal & Mobile App
  • Orion Planning
  • Alternative Investment Platform
  • Portfolio Accounting
  • Billing
  • Full Reporting Functionality
  • Dynamic Report Writer
  • Advisory Fee Billing and Payout Calculation

 

Access to:

  • Custom Indexing
  • Orion OCIO
  • Outsourced Trade Desk
  • Professional Services, Including Alternative Maintenance
Prospect. Plan. Invest. Achieve. 

Power Your Growth with Orion's Fiduciary Flywheel

Our tech-enabled fiduciary process empowers you to attract new clients; connect planning goals to investment strategies; and help achieve each investor’s unique definition of financial success. 

Prospect

Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process.

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Plan

Engaging investors in a modern and collaborative goals-led financial planning experience to enable the delivery of holistic advice.

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Invest

Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans.

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Achieve

Providing our advisors with the tools and insights they need to show the value they’ve created in their client relationships and grow their business.

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Empower Your Growth Journey

Foundation Stack equips you with the resources and support to thrive at every stage of your firm's evolution. Take the first step towards a brighter future. 

Discover what the Foundation Stack can do for you today! 

Contact Us

Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC

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.