One TAMP.
Every Option.

A TAMP — or turnkey asset management program — lets financial advisors outsource portfolio management to a single platform and partner, eliminating the need to build or manage the underlying technology, investment infrastructure, or operational workflows in-house. Orion Portfolio Solutions (OPS) is an open architecture TAMP for independent advisors, RIAs, broker-dealers, and advisory firms that want institutional-grade investment management, a flexible technology suite, and a dedicated support team — without the overhead of assembling each piece independently.

Orion Portfolio Solutions removes the operational constraints that limit RIA growth — technology fragmentation, manual portfolio management, and service overhead. The platform handles trading, rebalancing, portfolio accounting, fee billing, reporting, and compliance workflows, so advisor teams can grow without adding headcount for each new operational function. With a 95% client retention rate⁴ and a Not In Good Order (NIGO) rate under 6%,³ the infrastructure is built to support firms at every growth stage — from emerging RIAs to enterprise advisory organizations.

The Orion TAMP covers the full advisor tech stack: proposal generation, trading, automated portfolio rebalancing, portfolio accounting, performance reporting, fee billing, financial planning, and a client portal with a mobile app. Redtail CRM — the #1 CRM by advisor market share¹ — is fully integrated within the platform, making Orion the only TAMP with this level of native CRM connectivity. Behavioral finance tools, including risk profiling and client communication resources, are embedded across the suite.

Orion Portfolio Solutions automates the back-office operations that slow advisory firms down — from client onboarding and account setup to trade execution, automated portfolio rebalancing, reconciliation, fee billing, and compliance reporting. Tax-intelligent trading is built into the platform's rebalancing engine. The result is a streamlined operations model that reduces manual work, lowers error rates, and lets advisor teams focus on client service rather than back-office management.

Orion's open architecture means advisors aren't locked into a proprietary investment menu. Available options include third-party strategists, UMA portfolios, Brinker Capital's proprietary investments, Custom Indexing, a high-net-worth advisory program, and an advisor-as-portfolio-manager option with access to more than 2,700 no-load or load-waived funds. Advisors can mix and match based on each client's profile and goals.

Orion Portfolio Solutions differentiates from other TAMP providers in three areas. First, open architecture — advisors can access third-party strategists, proprietary investments, UMAs, and custom indexing in a single platform rather than a curated-only menu. Second, integrated technology — Orion is the only TAMP fully integrated with Redtail CRM, the #1 CRM by advisor market share, covering the full advisor workflow from proposal to reporting. Third, proven outcomes — recognized in three categories in America's Best TAMPs 2026,¹ on a platform with a 95% client retention rate.⁴

Orion Portfolio Solutions integrates with the industry's major custodians, so advisors can move to the platform without requiring clients to change where their assets are held. Supported custodians include Schwab, Fidelity, and Pershing, among others. For firms with assets across multiple custodians, Orion's portfolio accounting and reconciliation infrastructure consolidates data and reporting across all of them in a single view.

Orion's TAMP is priced as a basis-point fee on AUM, structured to scale with your firm. The specific fee depends on firm size, total AUM, and the combination of services and investment options selected. There are no separate per-module charges for the core technology suite — portfolio accounting, reporting, fee billing, financial planning, and the client portal are included in the platform. To get a quote tailored to your firm, contact the Orion Portfolio Solutions team.

Transitioning to Orion Portfolio Solutions is a guided process — advisors aren't handed software and left to figure it out. Orion assigns a dedicated Investment Specialist to each firm, who leads technology setup, investment selection, and account transition support. The platform's onboarding workflow is designed to minimize disruption for clients, and Orion's NIGO rate under 6%³ reflects the operational discipline built into how accounts are opened and managed. Most firms work through a structured implementation timeline with Orion's team before going live.

Advisors have ongoing access to dedicated service and support teams, investment specialists, portfolio management resources, and technology support to help optimize their experience on the platform. Whether you need assistance with client transitions, portfolio implementation, operational questions, or growth initiatives, our team is available to help you make the most of your partnership with Orion.

Orion is designed to help advisors operate more efficiently and consistently by providing institutional-grade investment solutions, documented investment processes, portfolio oversight, and reporting capabilities. While advisors remain responsible for meeting their firm's compliance obligations, Orion provides resources and infrastructure that can help support investment governance, portfolio monitoring, and client communication needs.