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TECHNOLOGY PROVIDERS Client Onboarding/ New Account Opening
ORION ADVISOR SOLUTIONS
Orion partnered with Apex to deliver a fully digital account opening solution for advisors and their clients. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution also gives RIAs an opportunity to broaden their client base beyond mass affluent and high net worth clients. This solution offers advisors and their clients a simple, yet sophisticated, financial planning tool, and the ability to efficiently open and fund accounts directly from Orion’s client portal. Advisors can send a link to the client or prospect and, in under five minutes, they’re guided through a digital Automated Account Solution
onboarding and financial planning workflow. Clients can choose Orion Communities models and proprietary models for investments. Document workflow makes it easier for advisors and their clients to share, sign, and store paperwork.
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology- driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and Orion OCIO, the combined platform services $3.8 trillion in assets under administration and $64.3 billion of wealth management platform assets (as of June 30, 2023). Supporting over five million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.
www.orion.com
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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