Custodians

Integrated Solutions
Built for Custodians

Orion’s financial services technology solutions are designed to help custodian firms thrive. Partner with Orion to support your advisors and enhance your firm’s growth.

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Solutions for Custodians

Why Orion?

Orion is dedicated to empowering custodian firms with cutting-edge financial services technology. Our solutions are designed to enhance operational efficiency, support compliance, and drive growth in a competitive market.

Seamlessly Integrated Tech

Optimize your operations with Orion’s integrated technology, tailored to meet the unique needs of custodians. Our solutions support principal and income reporting, trading, and integration with existing trust accounting systems, ensuring reliable and efficient processes both inside and outside your firm.

Robust Investment Options

Break down barriers to growth with flexible investment options managed from a single platform. Orion’s wealth management solutions empower advisors to tailor their strategies to best meet their clients’ needs.

Exceptional Service and Support

Ensure your advisors are fully supported with Orion’s comprehensive service environment. Improve productivity, enhance client experiences, and differentiate your firm with our dedicated support for your critical back-office tasks.

#1

Orion Compliance ranked first overall in client satisfaction in the 2023 Kitces Report AdvisorTech Survey.1

35%

Of risk executives see compliance and regulatory risks as the greatest threat to their company's ability to drive growth.2

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

Scale Your Firm With Confidence

Ready to see how Orion's financial services technology can transform your custodial firm?

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Technology Solutions for Custodians

An Integrated Platform Designed for Enterprise

Turn challenges into growth opportunities with Orion’s seamless, scalable technology. Empower your team to achieve more with reliable solutions.

Redtail CRM

Empowering financial professionals to work smarter — not harder — with the industry’s #1 ranked CRM for market share.3

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Portfolio Accounting

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

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Trading

Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.4

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Risk Intelligence

Help your team 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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Integrations

Build your tech stack your way and connect with the tools your team loves most.

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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

It All Comes Down to Data

The quality of your data and how it’s managed affects the success of your firm and your clients. With Orion’s Data Hub Package, get access to best-in-class data reconciliation, robust compliance management, innovative, customized reporting, and so much more. Watch our webinar to learn how we can help position you to fuel your operations more efficiently and scale your business.

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Outsourcing Manager Due Diligence

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Unlock your firm's full potential with Orion.

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1Source: The Technology That Independent Financial Advisors Actually Use And Like, The Kitces Report AdvisorTech Survey, 2023.
2Source: CRO and risk management leaders: Latest findings from PwC’s Pulse Survey, 2022
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.

 

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

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

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.

© 2024 Orion Advisor Solutions