Orion Internal Model Onboarding Request

in bps
required for risk score
Strategy Type
Tax Managed?
Socially Responsible
Enter model description that will display to subscribers
Who needs access to enter and change allocations; run reports etc.
Name Weight
more items
Who provides updated material going forward?
Used to fortify the risk score, will use Morningstar category risk score if performance not available; also included on monthly OPS Strategist Lookup
One file only.
64 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
Logo to be used
Orion Tax Managed Solutions enables advisors to build customized portfolios focused on increased tax efficiency and ongoing tax oversight. This premier solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice.