Financial Advisors

Build Your Business Your Way

Grow your advisory firm with streamlined, integrated wealth management software.

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Solutions for Financial Advisors

Why Orion?

Every critical solution. One cohesive experience. Completely open architecture. Fuel your firm with the technology you need to streamline your operations, or strategically outsource to supercharge growth with a tech-enabled TAMP.

Portfolio Comparison

Tech You Need to Succeed

Banish silos and get the tools you need to grow and scale your business the way you want — in one integrated UX, under one agreement.

Streamlined Wealth Management

Access the tech-enabled, flexible investment options and expertise your clients expect — and you need — to take time back and fuel your firm’s success.

Support to Help You Scale

Grow better with deep implementation support, comprehensive resources, and experienced, on-demand guidance.

89%

Advisors who reported greater operational efficiency with integrated technology1

12%

Higher average growth as reported by Orion advisors compared to external advisors over the past 3 years.2

9%

Only 1 in 10 advisors say they have all the technology solutions they need.2

Technology Solutions for Financial Advisors

Growth Made Easy

Win new business, streamline operations, and create stronger client relationships with tech that actually helps you scale.

Portfolio Accounting

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

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Client Experience

Go beyond a client portal to create more opportunities for authentic connections with each client.

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Redtail CRM

Work smarter — not harder — with the industry’s #1 ranked CRM for market share.3

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Proposal Generation

Create personalized proposals that show how your financial plan serves your client’s goals.

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Trading

Join the 90% of Orion clients streamlining their business with tax-intelligent trading at scale.4

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Reporting

Deliver custom, comprehensive, and accurate investment performance data to clients.

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Compliance

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

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Risk Intelligence

Start client conversations off right with next-level business intelligence and risk analytics.

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Custom Indexing

Discover the power of personalized portfolios for AUM growth.

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Financial Planning

Seamlessly connect clients’ financial goals with investment strategies. 

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BeFi Tools

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

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Integrations

Build your tech stack your way and connect with the tools you love most.

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

Grow Your Business at Scale

See how Orion can help you get to the next level.

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Custom Indexing Icon
Key Offering: Custom Indexing

Discover the Power of Personalization

Investors want personalization. Cerulli projects direct indexing assets to surpass $800 billion by 2026.5 Offer your clients high-value, tax-efficient, customized portfolios with Orion's Custom Indexing.

Add value to client returns, reduce taxes, and save up to 46 hours per high-net-worth account annually.4 Don’t miss out — elevate your advisory services and take advantage of this growing trend.

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Advisor Academy
Free Resource

Unlock Your Potential with Orion Advisor Academy

Discover zero-cost, accredited CE courses that cover everything from investment management and behavioral finance to practice management and client experience. Orion Advisor Academy offers all the resources you need to fulfill your annual CE requirements while learning and growing your business.

With over 30 CE credits, including CFP Ethics, and an intuitive mobile app and digital platform, Orion empowers advisors to complete their continuing education requirements anytime, anywhere.

Take the next step in your professional development and see how Orion Advisor Academy can transform your practice.

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Get Scalable Growth

Learn more about how Orion empowers financial advisors.

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1Source: Orion Advisor Wealthtech Survey, 2023.
2Source: Orion Advisor Wealthtech Survey, 2024.
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: Proprietary Orion data, as of 3/7/2025.
5Source: Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs, Cerulli, 2022.

 

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

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.

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions, LLC does not render tax, accounting, or legal advice.

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.