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ORION ADVISOR SOLUTIONS
Orion BeFi
Twenty-eight percent of people surveyed have monthly disagreements regarding money with their partner. Orion’s new behavioral finance tool developed by Dr. Daniel Crosby, BeFi20, helps advisors strengthen client relationships, differentiate themselves, and grow their firms. The tool aids advisor-client money conversations with individuals and couples, leading to better alignment on household money management, and increased transparency and understanding. Once the 20-question financial personality assessment is completed by an individual or separately by both relationship
partners, the advisor receives a unique BeFi20 persona for each participant that can be overlaid with the results of a partner—to clearly show how their money views and attitudes align or don’t align in each category. The tool gives advisors discussion tips to drive conversations with meaningful, actionable insights.
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.
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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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