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

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Stacks Invest
Stacks Plan
Stacks Achieve

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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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Our tech-enabled fiduciary process empowers you to seamlessly 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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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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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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Power your success with the
#1 All-In-One Software Program
used by Advisors.³

Banish siloed tech forever and focus on what matters most — growing and scaling your business.

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¹Source: https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration

²Source: Orion Advisor WealthTech Survey, 2023

³Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs

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

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.