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TECHNOLOGY PROVIDERS Marketing Automation
ORION ADVISOR SOLUTIONS
Redtail Campaigns is the industry’s first CRM-centric advisor marketing suite. Building upon Orion’s legacy Market*r tool, and in partnership with Snappy Kraken, it empowers advisors and firms to design and execute hyper-personalized marketing campaigns right from their CRM dashboard. BeFi20 is a new leading-edge behavioral finance tool developed by Orion’s Chief Behavioral Officer Dr. Daniel Crosby. BeFi20 helps advisors strengthen client relationships by offering a deeper understanding of preferences, desires and behaviors, and lead intimate money Redtail Campaigns, BeFi20 and Proposal Generation
conversations with both individuals and couples. Finally, Orion introduced its first proposal generation tool, available with its Orion Advantage and Essentials stacks. Driving end-to- end efficiency by eliminating manual data entry and cumbersome cross- system navigation, this functionality enables advisors to create and deliver proposals in a fraction of the time.
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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