Orion Portfolio Solutions is a Turnkey Asset Management Platform (TAMP) designed to empower financial advisors with a comprehensive suite of tools and services. It seamlessly integrates intuitive technology, flexible investment options, and hands-on support in an open architecture solution, enabling advisors to deliver exceptional client experiences while maximizing their profitability and lifestyle.

Key Features

Integrated Technology Suite Orion offers a range of tools to streamline advisory processes:

• Proposal generation for building well-diversified portfolios
• Advanced trading capabilities with multi-custodian integration
• Fully integrated Redtail CRM, ranked #1 in market share
• Customizable reporting and automated fee billing

Investment Management Solutions Flexible options to meet diverse client needs:

• Access to a wide range of investment strategies
• Institutional-grade due diligence
• Multi-asset class approach for enhanced performance
• Behavioral finance tools embedded across the platform

Comprehensive Support Dedicated assistance to fuel business growth:

• Team of Investment Specialists for customized solutions
• Seamless onboarding experience
• Guidance on investment options
• Dedicated support team for daily challenges

Benefits

Enhanced Efficiency Streamline operations and focus on client relationships:

• Automated trading and rebalancing
• Integrated CRM and reporting
• Reduced administrative tasks

Improved Client Outcomes Deliver better results and experiences:

• Customizable client portal and mobile app
• Behavioral finance tools to guide investor decisions
• Alignment of investments with client goals

Business Growth Scale your practice with powerful tools:

• Open architecture platform for flexibility
• Industry-leading technology and support
• Ability to serve a wider range of clients