Future-Ready Technology for Banks and Trust Companies

Orion equips your institution to grow confidently, whether you’re building out new wealth capabilities or optimizing the ones you have.

As the financial landscape shifts, banks and trust companies are under growing pressure to deliver more—more services, more insights, more value. Orion’s enterprise-grade platform is built to help you meet that demand without overhauling your operations.

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Compliance doesn’t happen in isolation.

With Orion, you can:

  • Integrate wealth and trust operations into a single, efficient system
  • Equip your team with tools for trading, planning, compliance, reporting, and client experience
  • Maintain alignment with your existing trust accounting infrastructure through tailored configurations
  • Gain a competitive edge through behavioral finance, portfolio analytics, and business intelligence

Plus, our dedicated service teams work with your advisors to ensure adoption, execution, and success at every step.

Download the Fact Sheet to explore how Orion is helping institutions like yours modernize their approach—without losing sight of what matters most.

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Unify Trust and Wealth Operations Without Starting from Scratch

Let’s explore how Orion can elevate your client experience—and your operational efficiency.

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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.