![Portfolio Accounting](/sites/default/files/image/2023-04/Menu%3DPortAccount.png)
Build Your Business Your Way
Grow your advisory firm with streamlined, integrated wealth management software.
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](/sites/default/files/styles/small/public/image/2023-09/BigCard_2880x1200px_4.png?h=2e8c677e&itok=LBI62phL)
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.
Advisors who reported greater operational efficiency with integrated technology1
Higher average growth as reported by Orion advisors compared to external advisors over the past 3 years.2
Only 1 in 10 advisors say they have all the technology solutions they need.2
Growth Made Easy
Win new business, streamline operations, and create stronger client relationships with tech that actually helps you scale.
![The Weekly Wire: From Small Cap Surges to Inflation Reports – Key Takeaways from a Historic Week](/sites/default/files/styles/small/public/image/2024-07/ww_-_historic_-_7.15.24.jpg?h=bf654dbc&itok=mQKD9kv5)
![Custom Indexing Icon](/sites/default/files/styles/media_small_1x_584w/public/image/2024-07/Image%2BText_CustomIndex_1280x1460px.png?h=14b81031&itok=5MOEvHSJ)
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.
![Advisor Academy](/sites/default/files/styles/small_hq/public/image/2023-04/IMG%2BText-AdvisorAcademy2-1280x1460px_0.png?h=14b81031&itok=FZ70b5K2)
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.
1Source: Orion Advisor Wealthtech Survey, 2023.
2Source: Orion Advisor Wealthtech Survey, 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: 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.
Orion Custom Indexing is an advisory service offered by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. OPS is a wholly owned subsidiary of Orion Advisor Solutions, Inc.
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.
Compliance Code: 1 8 3 9, Orion Portfolio Solutions, July 26, 2024
© 2024 Orion Advisor Solutions
1839-OPS-7/26/2024