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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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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.
What’s New in WMS-Orion
A faster, smarter, and more flexible platform designed exclusively for MML advisors.
Watch the Webinar
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:
Investment Solutions
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.
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.
Familiar Strategies. Better Access.
WMS-Orion gives you access to the strategies you know and trust — with more flexibility.
Destinations
Core Guided
Wealth Advisory
One Platform. All the Tools You Need.
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.
Platform Fee | Custody (NFS) | Manager Fee | Total | |
---|---|---|---|---|
Core Select (Custom UMAs) | 10bp | 6bp | Varies | 16-71bp* |
Destinations (Mutual Funds) | None | 6bp | None | 6bp* |
Core Guided (SMA Model) | 15bp | 6bp | Varies | 36-51bp* |
Wealth Advisory (HNW Custom) | 30bp | 6bp | Varies | 56-71bp* |
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:
Find Your WMS-Orion Team
Click on a region or select from the dropdown to find your Orion-WMS team for questions and support.
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.
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:
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.
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.