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TECHNOLOGY PROVIDERS Direct Indexing
ORION ADVISOR SOLUTIONS
Bespoke Custom Indexing Technology
Orion's advisor-facing Custom Indexing technology and outsourced execution of operational services simplifies the tax transition process and enables advisors to create custom portfolios, not just direct indexing solutions, at scale and with ease. With six straightforward steps, advisors can design customized portfolios during a user-friendly experience. There are five distinct user paths with the new Story Paths feature, including Multi-Year Tax Transition, Build a Custom Portfolio, and Tax Transition Wizard, and up to 15 custom portfolio options with varying
capital gain targets. Once portfolios are built, advisors can generate an advisor-branded client proposal or directly implement the portfolio from the proposal technology. Orion's technology combines sophistication of designing custom portfolios with ease of navigation - a powerful tool for advisors to streamline their investment strategies.
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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