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BlackRock

Access BlackRock investment solutions and
portfolio insights within Orion.

Turn Model Portfolios into Scalable, Personalized Client Outcomes 

Access BlackRock’s model portfolios within Orion to help scale portfolio management, streamline portfolio construction, improve tax efficiency, and deliver consistent, client-aligned outcomes. Whether pursuing growth, income, tax-aware investing, or diversified global exposure, advisors can implement BlackRock strategies directly within their existing Orion workflow.

Gain deeper portfolio insights through a seamless connection to BlackRock Advisor Center 360®, powered by Aladdin®. Analyze portfolios, evaluate models, assess tax impacts, and stress-test investment strategies with tools designed to help make more informed investment decisions and deliver more effective client conversations.
 

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Model Portfolios and SMAs
BlackRock's core model portfolio offerings.

Target Allocation Model Portfolios

Broadly diversified portfolios built using a consistent investment framework with solutions spanning a range of investor goals and risk profiles.

Global Allocation Model Portfolios

Dynamic, open-architecture portfolios that seek to adapt to changing market conditions through active asset allocation.

Multi-Asset Income Model Portfolios

Income-focused portfolios designed to balance yield generation and growth through diversified exposures across asset classes.

Fixed Income SMAs

Laddered municipal and taxable bond portfolios designed to generate income, improve tax efficiency, and support capital preservation objectives.

Portfolio Features
Available across select model portfolios.

Tax-Aware Investing

Portfolio implementations designed to help improve after-tax outcomes while maintaining long-term investment objectives.

Alternative Investments

Expanded investment opportunities designed to enhance diversification and provide access to a broader opportunity set.

Sustainable Investing

Portfolio options that incorporate sustainability-related considerations into portfolio construction and ongoing management.

Where Advisors Access BlackRock in Orion

Implement BlackRock solutions directly within Orion, from proposal to trading and ongoing management.

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Orion Portfolio Solutions

BlackRock Models, Fully Managed

Access BlackRock investment strategies through Orion Portfolio Solutions, our turnkey asset management platform. Advisors can leverage professionally managed portfolios, trading, rebalancing, and ongoing oversight while focusing more time on client relationships and business growth.

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Orion Investment Portal

BlackRock Models within Orion's Investment Marketplace

Use Orion Eclipse to implement and manage BlackRock model portfolios available through Orion Investment Portal. Research, compare, and deploy investment solutions while maintaining control over portfolio construction and trading decisions.

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Brinker Wealth Advisory

BlackRock Strategies with Orion Portfolio Oversight

Access customized portfolio solutions that incorporate BlackRock investment strategies within professionally managed portfolios designed, monitored, and supported by Orion's investment team.

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Tailored Allocation Portfolios

Personalize BlackRock Strategies at Scale

Use BlackRock investment strategies within Tailored Allocation Portfolios to transition client accounts into professionally managed ETF and mutual fund models using a tax-smart, personalized approach at scale. Advisors can combine BlackRock investment strategies with the flexibility to tailor portfolio transitions to client tax profiles and investment objectives.

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Enhance Outcomes with Portfolio Insights

Access BlackRock Advisor Center 360®, powered by Aladdin®, through a seamless single sign-on experience from Orion Connect. Build, evaluate, and stress-test portfolios using tools for portfolio analysis, model evaluation, tax insights, and scenario testing, helping advisors make more informed investment decisions and communicate more effectively with clients.

Portfolio Analyzer

Analyze portfolio performance, risk, cost, and exposures through an institutional-grade lens to uncover actionable insights and support more informed client discussions.

Model Evaluator

Compare BlackRock, third-party, and custom models side-by-side to evaluate portfolio construction, identify trade-offs, and build scalable investment solutions aligned to client objectives.

Tax Evaluator

Evaluate tax impact across portfolios, identify potential tax drag, and uncover opportunities to improve after-tax outcomes through more tax-efficient investment decisions.

Client Portfolio Insights

Bring existing client portfolios into BlackRock Advisor Center 360® to analyze holdings, surface opportunities, identify tax impact, and prioritize next-best actions for review across your book of business.

BlackRock + Orion

Bring BlackRock Investment Solutions into Your Orion Workflow

Existing Subscribers

Access model fact sheets and more in the Marketing Material section of your Advisor Portal.

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New to Orion

We’d like to learn more about your practice, take you on a tour, and answer your questions.

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Frequently Asked Questions

What BlackRock investment solutions are available on Orion?

BlackRock offers a broad range of investment solutions on Orion platforms, including target allocation model portfolios, global allocation model portfolios, multi-asset income model portfolios, and fixed income SMAs.

Where can advisors access BlackRock models within Orion?

BlackRock investment solutions are available through Orion Portfolio Solutions, Orion Investment Portal, Brinker Wealth Advisory, and Tailored Allocation Portfolios, allowing advisors to implement and manage portfolios within their existing Orion workflow.

Can advisors access BlackRock tax-aware portfolios through Orion?

Yes. Advisors can access select BlackRock tax-aware investment solutions designed to help improve after-tax outcomes while maintaining alignment with client objectives.

What is BlackRock Advisor Center 360°?

Advisor Center 360° is BlackRock's suite of tools available to verified financial professionals that provides portfolio analysis, model evaluation, tax-aware insights, scenario testing, and client engagement tools designed to help advisors make more informed investment decisions.

How do I access Advisor Center 360° from Orion?

Advisors can access Advisor Center 360° through Orion Connect using a seamless single sign-on experience, making it easy to move between Orion and BlackRock resources.

This webpage is sponsored by BlackRock. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from BlackRock for the placement of this advertisement content. BlackRock and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.

This material does not constitute any representation as to the suitability or opportunities 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. This information is prepared for general information only. Access to BlackRock Advisor Center 360 is subject to the applicable Terms of Use. Individual client accounts may vary. It does not have regard to specific investment objectives, financial situation, and the particular needs of any specific person who may receive this report (information). Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed 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. Investing in any security involves certain non-diversifiable risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any specific, or diversifiable, risk associated with particular investment styles or strategies.

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc. 

Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. The unaffiliated Strategists whose mutual funds or ETFs are utilized within the Tailored Allocation Portfolios pay us a fee in exchange for inclusion in the Tailored Allocation Portfolios program. 

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

Information presented herein with respect to any third-party service provider has been provided by those third-party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements. BlackRock and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies, and the web page is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS solutions may contain one or more of the specific strategies mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio.