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TECHNOLOGY PROVIDERS Unified (all-in-one) Systems
ORION ADVISOR SOLUTIONS
Orion Stacks
Dedicated to solving advisors’ biggest pain point of disconnected technology, Orion has spent the last two years developing Orion Stacks, a fully integrated tech solution that includes services to support advisors’ independence. Following several critical acquisitions (Redtail CRM, HiddenLevers - risk, BasisCode - compliance), Orion brought together several disparate tech systems to offer advisors the best solution in streamlining their workflow. The solution, Orion Stacks, is centered
around what Orion deems the fiduciary flywheel, the strategic advisor-client lifecycle. When developing Orion Stacks, it was critical to ensure that this new solution would empower advisors to efficiently Prospect, Plan, Invest, and Achieve, within a single, connected technology experience—eliminating the need to switch between different systems.
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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