RIAs

The RIA Software 
You’ve Been Looking For

Build your business your way with streamlined, integrated wealth management software.

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Solutions for RIAs

Why Orion?

In today’s competitive environment, RIAs have to be different. Get the wealthtech suite that lets you focus on growing your business by making it easy to handle back-office tasks with the tools you need to build authentic connections with your clients.

Orion Advisor working with client

Client Engagement

Do more to delight your clients with event-based notifications, visually dynamic dashboards, and a unique experience that’s all your own.

Strategic Growth

Simplify the day-to-day complexities of running a business so you can focus on spending your time with prospects and clients.

Customized Portfolios at Scale

Our fully integrated rebalancer and SMA optimizer work hand-in-hand so you don’t have to choose between customization and scalability.

45%

Advisors who say technology could give them time back on operations and administrative tasks.1

92%

Advisors who would leave their firm because of inadequate technology.2

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

Grow Your Firm at Scale

See how Orion can help your firm get to the next level.

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Technology Solutions for RIAs

Integrated Wealthtech for a Competitive Edge

Attract advisors, engage with clients, and streamline your processes.

Compliance

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

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Redtail CRM

Empowering financial professionals to work smarter — not harder — with the industry’s #1 ranked CRM for market share.3

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Portfolio Accounting

Maximize your team's 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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Trading

Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.5

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BeFi Tools

Help deepen client relationships and improve retention with Orion’s suite of BeFi tools.4

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OCIO

Empower your financial professionals to spend time where it counts, with clients, by outsourcing investment management to our team of specialists.

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TAMP Open Architecture

Deliver an exceptional client experience with seamless technology integration, flexible investment options, and hands-on support.

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Risk Intelligence

Tools for advisors to understand risk and uncover opportunity.

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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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Integrations

Build your tech stack your way and connect with the tools your team loves most.

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TAMPs
Key Offering: Portfolio Accounting

Eliminate Busywork and Focus on Clients

Drive business growth and do more for your clients by streamlining daily portfolio accounting tasks.

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Billing

Calculate, collect, and post your advisory fees on your schedule in no time.

Reporting

Tailor reports to your clients’ unique preferences.

Professional Services

Let our experienced team help with your most time-consuming, operational tasks — including maintaining alternative assets.

Data Services

Give your clients peace of mind with secure, accurate, and timely data.

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Key Offering

Orion's Due Diligence Kit Brochure

Discover Orion's comprehensive suite of products and services with our Due Diligence Kit. Designed to empower advisors, our tech-enabled fiduciary process helps advisors seamlessly attract new clients, align planning goals with investment strategies, and achieve each investor's unique financial success.

With Orion, you can effortlessly connect all the tools needed to boost productivity, delight your clients, and grow your firm. Our Fiduciary Flywheel integrates these essential components, providing a tech-enabled approach that ensures you attract new clients, align planning goals with investment strategies, and achieve your clients' financial objectives.

Explore the breadth of Orion’s offerings and see how our solutions can help transform your advisory practice. Get your Due Diligence Kit today and start your journey toward greater efficiency and success.

Find Your Solution
Key Resource

Attracting High-Net-Worth Advisors

When high-net-worth investors seek a financial advisor, research reveals a surprising truth: performance and benchmarks aren't their top priorities. Instead, they value holistic wealth planning and exceptional client experiences. Hear from Thomas K.R. Wilson, CFA and Executive Vice President of Wealth Advisory at Orion, as he uncovers the key attributes wealthy clients are looking for and shares actionable insights on how advisors can exceed their expectations.

Watch the video now to learn how you can attract and retain high-net-worth clients by delivering the services they truly value.

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Orion Advisors

How does
higher average growth
sound to you?

When surveyed, Orion advisors report 12% higher average growth than external advisors over the past 3 years.1
Learn more about how Orion empowers RIAs.

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1Source: Orion Advisor Wealthtech Survey, 2024.
2Source: Advisors Fleeing Firms Over Outdated Technology, Rethinking65, 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: BeFi Week 2021, Investments and Wealth Institute, 2021.

 

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.

Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.

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.