Reach out today to see how Orion seamlessly connects all the technology and investment solutions you need to propel productivity, delight your clients, and grow your firm.

You'll learn how you can:

  • Attract and engage clients
  • Save time and streamline operations
  • Connect planning goals to investment strategies
  • Help your clients achieve their goals
  • Spur greater growth for your business

Request your consult now and our team will be in touch.

Find out why Orion was named

one of the top All-In-One Software Programs

used by Advisors¹ and voted #1 TAMP for Best Technology and Model Marketplace.²

¹Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 [by market share] for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.

²Source: Voted #1 TAMP for Best Technology and Model Marketplace

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Orion Portfolio Solutions (“OPS”) was selected as a winner for America’s Best TAMPs 2023 in the categories of Best Technology and Best Model Marketplace. Each TAMP (“Provider”) included in America’s Best TAMPs 2023 is based on the results presented of an independent survey of all Wealth Advisor subscribers. The methodology used for this independent survey of The Wealth Advisor’s registered subscribers was deployed on December 26th and closed on December 29, 2022. The survey uncovered advisor familiarity and overall satisfaction covering three categories set forth for the 27 of the TAMP solution providers nominated. The winners and full survey results were published in the 2023 edition of America’s Best TAMPs and released on January 3, 2023. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best TAMP’s. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor. Providers have no affiliation with The Wealth Advisor.