Broker-Dealers

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Orion’s integrated solutions are designed for firms like yours. Work with a partner that supports your advisors and helps your firm thrive.

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Solutions for Broker-Dealers

Why Orion?

You need a trusted partner that’s dedicated to your success. Simplify the complexities of running a large firm with Orion so you can focus on attracting and retaining talent to spur serious growth.

Broker Dealer

Seamless Advisor Tech

Get tech designed around easy-to-follow processes and create positive, reliable experiences for both advisors and their clients.

Robust Investment Options

Remove barriers to growth with investment options that are flexible, yet manageable.

Exceptional Service and Support

Ensure your advisors are fully supported with a multi-faceted and highly accessible service environment.

56%

Advisors who say technology influences their choice of broker-dealer affiliation.1

130%

AUM growth rate for firms with strong digital adoption.2

The Weekly Wire: From Small Cap Surges to Inflation Reports – Key Takeaways from a Historic Week

Grow Your Firm at Scale

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Technology Solutions for Broker-Dealers

An Integrated Platform Designed for Enterprise

Turn challenges into growth opportunities with seamless, scalable technology your advisors can rely on.

Redtail CRM

Let your advisors work smarter — not harder — with the industry’s #1 ranked CRM for market share.3

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Portfolio Accounting

Maximize your advisors’ time and scale your back-office with the #1 portfolio accounting solution used by advisors.3

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OCIO

Empower advisors to spend time where it counts — with clients — by outsourcing investment management to our team of specialists.

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BeFi Tools

Help advisors deepen client relationships and improve retention with Orion’s suite of BeFi tools.4

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Trading

Empower your advisors with the tax-intelligent trading platform used by 85% of Orion clients to streamline their business.5

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TAMP Open Architecture

Deliver an exceptional client experience with seamless technology integration, flexible investment options, and hands-on support.

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Risk Intelligence

Help your advisors to understand risk and uncover opportunity.

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Compliance

Streamline record-keeping, enhance trade and communication monitoring, and simplify regulatory reporting.

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Custom Indexing

Unlock the power of personalized portfolios.

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Financial Planning

Help your advisors seamlessly connect their clients’ financial goals with investment strategies.

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Integrations

Offer your advisors a seamlessly integrated tech stack to connect with the tools they love most.

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Advisor Portal

Facilitate the entire wealth management process from one streamlined platform.

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Key Offering

Orion's Due Diligence Kit Brochure

Discover Orion's comprehensive suite of products and services with our Due Diligence Kit. Designed to empower advisors, our tech-enabled fiduciary process helps advisors seamlessly attract new clients, align planning goals with investment strategies, and achieve each investor's unique financial success.

With Orion, you can effortlessly connect all the tools needed to boost productivity, delight your clients, and grow your firm. Our Fiduciary Flywheel integrates these essential components, providing a tech-enabled approach that ensures you attract new clients, align planning goals with investment strategies, and achieve your clients' financial objectives.

Explore the breadth of Orion’s offerings and see how our solutions can help transform your advisory practice. Get your Due Diligence Kit today and start your journey toward greater efficiency and success.

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Key Resource

The Power of Partnership with Orion

Imagine unifying all your tech functions into one seamless process. With Orion, you can say goodbye to disjointed systems and hello to streamlined operations that free you to focus on what truly matters — personalized planning and deepening client relationships.

Orion's adaptable, client-focused technology supports growth by offering unparalleled freedom and flexibility. Orion advisors can leverage our tools to simplify complex processes, help make strategic decisions, and provide value to their clients. And this partnership can help empower them to stay ahead in the competitive financial services industry.

Don’t just take our word for it — see it in action. Hear from one of our many satisfied clients and discover how a partnership with Orion can help power your firm to new heights.

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1Source: U.S. Broker/Dealer Marketplace, Cerulli, 2022.
2Source: Evolution of the Broker-Dealer: Clearing a Path to the Future, BNY Mellon, 2023
3Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.
4Source: BeFi Week 2021, Investments and Wealth Institute, 2021.
5Source: Proprietary Orion data, as of 1/31/2024.

 

OCIO services offered through TownSquare Capital, LLC, an Orion company, a registered investment advisor.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Orion has not compensated Sean Whelan from Alphastar Capital Management specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion.  None of these occurrences are in place in order to compensate Sean Whelan for the supplied statements.

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

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.

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.

For financial professional use only. Not intended for public distribution.