Orion Advisor Solutions

Client Portal for Financial Advisors | Orion

Orion Client Portal is a white-labeled, mobile-first platform for financial advisors that enables seamless, branded client engagement by providing real-time portfolio insights, personalized investment strategies, automated communications, customizable presentations, and comprehensive financial tools—all designed to enhance collaboration, transparency, and client experience across digital channels.

Your Brand. Our Stack. One Portal.

Orion Client Portal is a white-labeled, mobile-first client experience for advisor firms. It surfaces portfolios, goals, statements, and the BeFi tool suite under the firm's brand. Clients see exactly what their advisor sees, in a portal that feels like the firm built it.

Power Unforgettable Interactions

Effortlessly Collaborate with Clients

  • Manage your client’s financial needs in a single, secure, and streamlined solution.

Enable More Effective Conversations

  • Connect clients' short-term and long-term goals with personalized investment strategies.

Cater to Client Preferences at Scale

  • Deliver the data that matters most to clients.

Provide Greater Transparency

  • Give your clients a fully branded, one-stop mobile experience for all of their financial and investment needs.

Engage in Real-Time, Anytime

  • Communicate with clients how they want, where they want, when they want — with automated text and emails triggered by critical events.

Comprehensive Client Engagement

Fully Digital and Mobile-Friendly

  • Give your clients a fully branded, one-stop-shop for all of their financial needs — wherever they are.

BeFi Tools

  • Guide your clients toward their goals with tools like Orion’s BeFi20, Protect, Live, Dream framework, and 3D Risk Profile.

Email, Video and Text Communications

  • Create and deliver custom communications that provide a personalized touch to each client.

Automated Event-Based Notifications

  • Communicate with clients how they want, where they want, when they want — with automated text and emails triggered by critical events.

Customizable Client Presentations

  • Deliver interactive performance presentations — in real-time — on the data that matters to clients most.

Next-Generation Client Experience

  • Connect investors’ short-term and long-term goals with personalized investment strategies, providing the best possible experience.

Free Templates for Your Success

Access pre-built, customizable client communication templates and a checklist to make your outreach easier and more effective.

  • Presentation Template: Ready-made, fully-customizable presentation to showcase how Client Portal allows your clients to build a better financial future.
  • Launch Checklist: Step-by-step checklist to prepare for launching your new Client Portal.
  • Email Announcement Template: Create a customized email for your clients to share everything they get with their new financial portal.
  • Fact Sheet: Walk through everything Client Portal has to offer your clients.

Redefine the Client Experience

As new unbundled models from digital leaders take hold, independent advisors are encouraged to upgrade their tech stack to focus on client engagement and delight across the customer journey. Key topics include:

  • Emerging investor trends shaping the financial services landscape
  • The core components of the investor/client experience
  • Key action steps advisors can take to design and implement a compelling client experience strategy

Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

57% of advisors cite a lack of integration between their core applications as their biggest technology pain point. The Orion Advantage Stack enables seamless connection of all the tools needed to propel productivity, delight clients, and grow your firm. It provides front page access to clients' financial plans.

Exceptional Experiences for Every Client

Start empowering your client’s financial journey with Orion’s Client Portal.

Frequently Asked Questions

What is the Orion Client Portal?

Orion Client Portal is the digital client experience for advisor firms — a fully branded portal where clients see their portfolios, financial plan, goals, and statements. It is part of the broader Orion ecosystem, designed so client view and advisor view stay aligned.

Is the Client Portal white-labeled?

Yes. Orion Client Portal is fully branded to the advisor firm, presented to clients as a fully branded, one-stop mobile experience for all of their financial and investment needs.

Is the Client Portal mobile-friendly?

Yes. The Client Portal offers a mobile-friendly experience. Clients can view portfolios, run plan scenarios, communicate with advisors, and receive event-based notifications from their phone.

What does the Client Portal show?

Clients see portfolio performance, account balances, goals progress (when paired with Orion Planning), behavioral-finance tools (BeFi20, the 3D Risk Profile, PulseCheck, Protect-Live-Dream), interactive performance presentations delivered in real time, and other financial information. Advisors configure the client experience to fit their firm and each client.

Orion Client Portal vs. Black Diamond Client Experience?

Black Diamond Client Experience is the client-facing layer of SS&C's Black Diamond Wealth Platform. Orion Client Portal is differentiated by deeper integration with Orion's behavioral-finance tools (BeFi20, 3D Risk Profile, PulseCheck, Protect-Live-Dream) and Orion Planning — so client view and advisor view stay aligned across reporting, planning, and trading. Both offer mobile access and white-labeling; the difference comes down to which underlying platform's ecosystem they sit inside.

Orion Client Portal vs. Tamarac Client Portal?

Tamarac Client Portal is part of Envestnet's Tamarac wealth management platform. Orion Client Portal is differentiated by deep integration with Orion's behavioral-finance tools (BeFi20, 3D Risk Profile, PulseCheck, Protect-Live-Dream) and Orion Planning — and by being part of the broader Orion stack, which includes Redtail CRM, Risk Intelligence, and Compliance. Buyers comparing the two typically weigh which underlying platform fits their broader operations and what additional capabilities they want bundled in.

Orion Client Portal vs. Advyzon?

Advyzon is an integrated all-in-one wealth management platform that includes a client portal as part of its bundled offering. Orion Client Portal is part of Orion's broader ecosystem — including Orion Planning, Redtail CRM, and the behavioral-finance tools (BeFi20, 3D Risk Profile, PulseCheck, Protect-Live-Dream) — and is included across Orion's Stack tiers (Foundation, Essentials, Advantage). Buyers comparing the two typically weigh the maturity of each platform's broader ecosystem and the depth of integration with planning and behavioral finance.

What kind of communication does the Client Portal support?

Email, video, and text communications are supported, with content advisors can personalize for each client. Automated notifications can be triggered by critical events, reaching clients through the channels they prefer.

How does the Client Portal handle security?

Orion's security and compliance standards apply across the Orion Client Portal. For current attestations, certifications, and security documentation, the Orion Trust Center is the authoritative source.

Is the Client Portal included in the Orion Advantage Stack?

Yes. Client Portal is included in all three Orion Stack tiers — Foundation, Essentials, and Advantage — starting at $13,000, $18,000, and $28,000 annually. Each tier adds additional Orion tools (Trading, Risk Intelligence, Compliance, and others at the Advantage tier). Inside the Advantage Stack specifically, the client experience includes front-page access to the financial plan.

Does the Client Portal support behavioral finance tools?

Yes. Orion's behavioral-finance (BeFi) tools — BeFi20, the 3D Risk Profile, PulseCheck, and the Protect-Live-Dream framework — surface inside the Client Portal to keep clients engaged with their long-term goals. These tools originate in Orion Planning and flow into the client experience via API.

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.