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.
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.
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.
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.