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Built for MML Advisors.
Powered by Orion.

WMS-Orion is your new, easy-to-use, all-in-one platform — built for MML advisors to deliver faster proposals, smarter strategies, and better client outcomes. Now live.

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Now Live for MML Advisors

Meet WMS-Orion: 
Built for How You Work

Get access to the WMS-Orion platform you already know — now with more control, more flexibility, and more opportunity to grow. 

All at your fingertips as of August 1, 2025.

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What’s New in WMS-Orion

A faster, smarter, and more flexible platform designed exclusively for MML advisors.

A Platform Designed for Scale

Unlock a unified experience that simplifies every step — from proposals and onboarding to service and reporting. With the WMS-Orion Advisor Portal, everything flows through one streamlined platform.

Explore Below

Personalized Investment Solutions

Build portfolios with Core Select custom UMAs and the strategies you know — including Destinations, Custom Indexing, Core Guided, and Wealth Advisory — all available through a single, streamlined proposal process.

Explore Below

White-Glove Service and Support

From launch to growth, your dedicated team is here with hands-on training, onboarding support, and ongoing best practices — all tailored to your business.

Explore Below

Watch the Webinar

Dig Deeper

Join the Weekly 'Ask Us Anything' Series

Each Wednesday in August through September, we’re hosting focused sessions to help you dive deeper into WMS-Orion, including practical walk-throughs and live Q&A. Check out our upcoming topics:

Master the Proposal Tool + Your Advisor Portal

Wednesday, August 20

Sign Up

Explore Strategy Access with Core Select

Wednesday, August 27

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Client-Facing Tools in 
WMS-Orion

Wednesday, September 3

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What Advisors Like You Are Asking Most

Wednesday, September 10

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Strategy Access

Investment Solutions​

Advisor
Build Custom UMAs with Ease

Introducing Core Select

Take your investment flexibility to the next level. With Core Select, build custom UMAs using a curated list of vetted models — all directly from your proposal workflow.

Build Custom Portfolios

Create portfolios and completion strategies tailored to your client’s specific goals and objectives.

Curated Strategy Access

Choose from 700+ vetted and curated strategies across asset classes and styles.

Research You Can Trust

Leverage in-depth manager due diligence and selection research to build with confidence.

One Account. Total Clarity.

Simplify with a single-account UMA structure that keeps everything streamlined and easy to manage.

  • BlackRock Logo
  • 3Edge
  • Goldman Sachs
  • Capital Group
  • Charles Schwab
  • Vanguard
  • Ocean Park Investments
  • Fidelity Investments
  • Dimensional
  • Engine No. 1
  • Main Management, LLC
  • Meeder
  • Northern Trust
  • Clark Capital Management Group
  • Buckingham Strategic Partners
  • Wilshire
  • PIMCO
  • Toews Asset Management
  • Janus Henderson
  • Potomac

Let’s Build the Future of Your Business. Together.

From proposals to portfolios, we’re here to help you get started, scale faster, and deliver more. Get a consult today to get started.

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Familiar Strategies. Better Access.

WMS-Orion gives you access to the strategies you know and trust — with more flexibility.

No Minimum

Destinations

  • A variety of allocation strategies, each targeting a specific investment objective.
  • Risk-based and income-focused portfolios designed to align with investor goals and risk tolerances​
  • Utilize a multi-asset class approach to seek consistent risk-adjusted returns over time​
  • Available for qualified and non-qualified assets​
$500,000 Minimum

Core Guided

  • Risk-based, tax-managed, and income-focused with exposure to individual SMAs, mutual funds, ​and ETFs ​
  • Gain consistency across your clients’ investment strategies ​
  • Dedicated portfolio management team ​
  • Powerful investment management technology​
$1,000,000 Minimum​

Wealth Advisory

  • Personalized wealth solutions and high-touch service for HNW investors​
  • Support for your business’s sales support, onboarding services (including the pre-
    population of paperwork), and proactive investment support through a team of CFA credentialed portfolio managers ​
  • Institutional-quality investment strategies reviewed by Brinker’s due diligence team.
  • Access to auxiliary financial services, private investments through CAIS, and option strategies​

One Platform. All the Tools You Need.

Built to support your day-to-day. Designed to align with your MML workflows.

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WMS-Orion Platform Pricing

Competitive Pricing. Clear Value.

We believe great service shouldn’t come at the expense of your client’s outcomes. WMS-Orion pricing was designed to be competitive, transparent, and aligned with your goals. In addition, all activity counts toward the MML comp grid and Advisor Growth Bonus.

*Total before Mgr. Fee. Admin Fees deducted at same rate across all WMS platforms.​
 Platform FeeCustody (NFS)Manager FeeTotal
Core Select (Custom UMAs)10bp6bpVaries16-71bp*
Destinations (Mutual Funds)None6bpNone6bp*
Core Guided (SMA Model)15bp6bpVaries36-51bp*
Wealth Advisory (HNW Custom)30bp6bpVaries56-71bp*
Advisor Walking
With You Every Step of the Way

Support and Training

WMS-Orion isn't just a platform — it's a support system built around how you work.

Whether you want to explore WMS-Orion on your own, or walk through it with a member of your Orion support team, we’re here to help you:

  • Weekly Office Hours: Drop in every Tuesday for live guidance, demos, and Q&A
  • 1:1 Training Sessions: Schedule a personalized walkthrough for your team
  • Ongoing Consults: Get hands-on support for proposals, workflows, and platform tools
  • Onboarding Made Easy: We’ll help you make the switch with confidence
Sign Up for Office Hours
Wealth Management Sales Map

Find Your WMS-Orion Team

Click on a region or select from the dropdown to find your Orion-WMS team for questions and support.

 
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Key Resources

Everything You Need to Dive In

From building portfolios to understanding platform tools, these quick resources give you the confidence to hit the ground running.

Onboarding Guide

Make your transition simple and successful with step-by-step instructions, dedicated team support, and a clear roadmap from onboarding to servicing.

Get the Guide

WMS-Orion Investment Playbook

Navigate your investment solution options — including strategy access, portfolio customization, and pricing — all in one easy-to-reference guide.

Get Playbook

Core Select Overview

Get the essentials on how to build custom UMAs, access 700+ strategies, and deliver tailored portfolios through Core Select.

Download Overview

Select List Overview

Built through Orion’s rigorous due diligence process, the Select List highlights strategists with strong risk-adjusted performance and portfolio construction skill — so you can invest with greater confidence and clarity.

Get Select List
Your Questions, Answered

Frequently Asked Questions

What is WMS-Orion?

It’s a new investment and technology experience designed exclusively for MML advisors — giving you access to the full Brinker Capital platform, customizable portfolios, new strategist solutions like Core Select, and a streamlined Advisor Portal built for scale.

What strategies are available through WMS-Orion?

You’ll have access to a broad range of solutions, including Core Select (custom UMAs), Core Guided, Destinations, and Wealth Advisory. These portfolios are managed by a curated list of strategists vetted through Orion’s in-house due diligence team.

What’s Core Select — and how does it work?

Core Select is a unified managed account (UMA) solution that lets you build personalized portfolios using over 700 pre-vetted models. It’s designed for customization, clarity, and efficient management — all within a single account.

What kind of due diligence is done on the strategists?

Orion’s Due Diligence team evaluates every strategist on both qualitative and quantitative metrics — including portfolio construction skill and risk-adjusted performance. The Select List highlights those that meet the highest standards.

Can I move my existing Brinker business onto the platform?

In most cases, yes. Many Brinker Direct strategies are available through WMS-Orion — and your dedicated team can help walk you through the transition process.

What are the fees?

Platform fees have been reduced across all accounts:

  • 0.06% platform fee for new Core Select, Core Guided, and Wealth Advisory accounts
  • No platform fee for Destinations
  • Wealth Advisory pricing is now tiered — 30 bps on the first $10M, with lower rates applied to assets above that threshold

Will I need to repaper accounts to use WMS-Orion?

That depends on your book of business. In some cases, repapering may be required — but our team will guide you every step of the way. Get a consult today or reach out to your Orion team for a personalized review of your accounts and a walk-through of your transition options.

Will I get help moving business or getting started?

Yes — from onboarding to training, your WMS-Orion team offers hands-on support. Drop into our weekly Office Hours or request a 1:1 consult.

What custodians are available?

National Financial Services (NFS) is the sole custodian for WMS-Orion at this time.

What kind of technology is included?

You’ll get integrated access to Orion’s powerful tools — including the Advisor Portal, a white-labeled Client Portal, Orion Planning, and Risk Intelligence.

Where can I get more information or help?

Reach out to your Orion team for a consult, or find your territory-based team on our interactive sales map.

You can also join a weekly Ask Us Anything webinar for live demos and Q&A or join our weekly Office Hours.

We're Ready. Are You?

WMS-Orion is built for your business — and our team is ready to help you hit the ground running. Contact us today to get started.

Get Consult

The "no minimum" investment requirement for Destinations portfolios applies only to WMS Orion accounts offered exclusively through MML. Minimums may vary in other channels. Please refer to Orion’s ADV for additional details.

This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.