Orion Stacks

One integrated UX. One agreement. All the power of Orion.

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57% of Advisors

believe a lack of integration between their core applications is their biggest technology pain point.¹

When their tech is actually integrated? 50% of advisors report increased growth through new client acquisition — plus, greater operational efficiency (89%) and greater value to their clients (76%).²

Discover Which Stack is Right for You

Learn More About Which Stack is Right for You

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Stack and Save

Get everything you need for your business at a better price when you use (or add) more of our technology and services.

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Prospect. Plan. Invest. Achieve.

Every Critical Solution + One Cohesive Experience =
Major Momentum.

Orion seamlessly connects all the tools you need to propel productivity, delight your clients, and grow your firm with the Fiduciary Flywheel: a tech-enabled process that empowers fiduciary advisors to attract new clients, connect planning goals to investment strategies, and ultimately achieve each investor’s goals.

Prospect
Plan
Invest
Achieve

Prospect

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

Plan

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

Invest

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

Achieve

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

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Our Leadership on Orion Stacks

Join Eric Clarke, Chief Executive Officer, Brian McLaughlin, President, Advisor Tech, and Kyle Hiatt, Executive Vice President of Business Development, for an exclusive look at how Orion Stacks empower you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

Explore the best stack for you, and see for yourself how Stacks create greater momentum for your firm, enabling you to finally focus on what matters most — growing and scaling your business.

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