Manage tax-efficient, personalized portfolios at scale through the only tech-enabled solution that gives you proposal generation, trading and reporting in one place. From tax-loss harvesting and tax transitioning to ESG, easily offer high-value, professionally managed portfolios customized according to the unique needs, values and goals of your clients — and save up to 46 hours per high-net-worth account every year.¹
Direct Indexing Done Right
Create Truly Personalized Client Portfolios
Add value to client returns, reduce taxes, and scale your practice, saving up to 46 hours per high-net-worth account, per year.¹
Deliver Flexible, Tax Efficient Strategies
Access proactive and ongoing tax loss harvesting, tax-effective transitions, and set capital gains budgets.
Customize the Investing Experience
Align portfolios with your client’s personal needs or beliefs, including ESG, SRI, and faith-based screening, concentrated positions and meet sector/industry preferences.
Grow Your Business
Partner with CFA Credentialed Portfolio Managers to optimize and monitor client portfolios on a continuous basis at a lower cost. Attract high-net-worth clients by delivering proactive tax management, ultimately growing your bottom line.
Streamline to Scale
Streamline trading and reporting by implementing Orion Custom Indexing via a sleeved account at the custodian of your choice. Eliminate the need for time consuming processes through ongoing tax-loss harvesting and optimize against benchmark indexes.
Be Part of the
Easily offer high-value, tax-efficient portfolios that are customized according to the unique needs, values and goals of your clients with the only solution that brings together everything you need to tap into a bigger opportunity.
Nominated for Best Technology Provider, Direct Indexing by the Wealthies.³
Set Your Firm Apart
How it Works
Start with the selection of a target investment mandate that aligns most closely with your client’s values, goals, and objectives. With an objective established, we customize your portfolio for tax transitions, tax management, security restrictions, and environmental, social and corporate governance restrictions.
Scale your practice with the power of Orion’s Custom Indexing technology, including generating a customized proposal in under five minutes. Our solution is the only one out there that combines proposal generation, trading, and reporting all in one.
Forget what you know about traditional direct indexing and watch our webinar to see the disruptive power of Orion’s new Custom Indexing Advisor Tool in action. You’ll walk away empowered to provide clients with the personalization that they crave.
of investors agree that taxes can eat at their portfolio the same way volatility can.⁴
of investors believe their advisor should be focused on minimizing their tax obligations.⁴
Hours saved per high-net-worth account, per year, with Orion Custom Indexing.¹
Free Resource: Whitepaper
Direct Indexing: Delivering Personalization at Scale
Direct indexing has typically been limited to large portfolios due to the time, complexity and costs involved. That time is over. Learn about the technology evolution driving this movement and access insights from top advisors.
In this whitepaper, you’ll learn how to leverage direct indexing technology to:
¹Source: Proprietary Orion data, as of 7/28/2023. ²Source: Direct Indexing Growth Projected to Outpace ETFs, Mutual Funds, and Separate Accounts Over Next Five Years, According to Cerulli, Cerulli, 2021. ³Source: WealthManagement.com Announces Finalists for the 2023 Industry Awards, WealthManagement.com, 2023. ⁴Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic. ⁵Source: T3 Inside Information Software Survey, 2023. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is also offered through Orion Advisor Technology, LLC (OAT) in a sub-advised arrangement.
This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.