1Source: Orion Advisor Wealthtech Survey, 2024.
2Source: Advisors Fleeing Firms Over Outdated Technology, Rethinking65, 2024
3Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
4Source: Proprietary Orion data, as of 1/31/2024.
5Source: BeFi Week 2021, Investments and Wealth Institute, 2021.
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Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.
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1 8 3 9, Orion Portfolio Solutions, July 26, 2024
1839-OPS-7/26/2024