Orion Advisor Solutions
Orion Advisor Solutions provides comprehensive wealth management and technology services on an open architecture platform, including portfolio management, trading, and compliance, with a focus on educational resources and proprietary investments.
Services
Orion Advisor Solutions offers a comprehensive suite of wealth management and technology solutions on an open architecture platform. They provide portfolio accounting, trading, risk intelligence, compliance, financial planning, and client portal management services. The company also supports tax-intelligent trading and rebalancing at scale. Through Brinker Capital Investments, Orion offers proprietary investment options, and through the affiliated TownSquare Capital, outsourced chief investment officer (OCIO) services are available.
Technology Platform
The Orion Advisor Solutions platform features a Model Marketplace that offers access to leading third-party strategists. Integrating behavioral finance tools across its services, Orion aims to enhance advisor-client engagement. The platform supports financial advisors with a variety of educational resources such as blogs, whitepapers, and webinars. Orion's approach is designed to support scalability and efficiency for modern wealth management needs.
Education and Training
Orion Advisor Solutions hosts a variety of educational resources for financial advisors. This includes blogs, whitepapers, and webinars aimed at enhancing industry knowledge and skills. Additionally, Orion operates the Orion Advisor Academy, which offers free Continuing Education (CE) courses and practice management education, supporting the ongoing professional development of advisors.
Behavioral Finance Tools
Orion Advisor Solutions integrates behavioral finance tools across its platform to improve advisor-client engagement. These tools help advisors understand client behaviors and preferences, facilitating more personalized and effective financial planning. The incorporation of behavioral finance principles is aimed at enhancing the overall client experience and fostering stronger advisor-client relationships.
Team
Orion Advisor Solutions employs a team of over 1,400 members. This extensive team supports the company's wide range of services and operations, ensuring clients receive comprehensive and expert support in wealth management and technology solutions.