Orion Portfolio Solutions, your turnkey platform for growth.
Build well-diversified portfolios and proposals that guide you through risk assessment, investment selection, and portfolio delivery.
Join the 85% of Orion clients completing household level rebalancing, sleeve maintenance, and efficient processing with direct integration to multiple custodians.³
We’re the only TAMP that’s fully-integrated with the industry’s #1 ranked for market share for CRM.²
Get fully customizable, easy-to-use and actionable reporting for your entire book of business.
Improve cashflows and support your business growth with monthly automated fee billing.
Connect your clients’ financial goals with investment performance data to create actionable plans that help secure their now — and their future.
Enhance transparency, trust, and engagement with clients through an easy-to-use, customizable client portal and mobile app.
Get the only TAMP with behavioral finance embedded across your full suite of technology and investment solutions.
We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.
To build wealth, capital must be invested — and stay that way.
Deep, curated due diligence helps build confident portfolios.
Build portfolios by risk-managing a blend of assets to enhance performance.
Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.
Advisors looking to grow, compete, and succeed can benefit by working with a TAMP, but how do you decide what is the best choice for your clients, staff, and business?
We walk you through how to evaluate the available technology and investment options available to your firm and identify the one best suited to support long-term growth. In this whitepaper, you’ll learn:
There’s a reason we lead the industry with a 95% client retention rate and a NIGO rate of less than 2%.³ Partner with a team of Investment Specialists to help design, implement, and manage customized solutions for each investor.
Our support is designed to help make growing your advisory business easier — including providing a seamless onboarding experience, guidance to help you find the right investment options, the technology to streamline your tedious administrative tasks, and a dedicated, experienced team to solve your daily challenges. Grow better with the support you need to succeed.
We’re the only firm with behavioral finance embedded across our full suite of technology and investment solutions, helping you deepen relationships so you can guide investors to stay the course. Watch our free webinar and meet our behavioral finance tools — the 3D Risk Profile, Protect, Live, Dream, and BeFi20 — all designed to help increase your client engagement.
Join Dr. Daniel Crosby, Chief Behavioral Officer, and Cade DeNazario Akers, CFP, Product Manager, Financial Planning, as they show you how to use these tools that are now built into the Orion technology you’re already using every day.
¹Source: 2023 America’s Best TAMPs – Best Technology and Best Model Market Marketplace, WealthAdvisor, 2023.
²Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
³Source: Proprietary Orion data, as of 7/28/2023. The Not In Good Order (NIGO) rate indicates the percentage of submitted client paperwork that contain errors, omissions, or other issues that prevent them from being processed efficiently or correctly. The Net Promoter Score (NPS) is a widely-used metric for understanding customer satisfaction and loyalty. It's based on the simple question: "On a scale of 0-10, how likely are you to recommend our [product/service] to a friend or colleague?" Transactional NPS scores above 50 are generally considered excellent.
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.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
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.
Compliance Code: 2 3 1 2, Orion Portfolio Solutions, August 21, 2023
