How Orion Investment Portal Gives Advisors More Personalized Investment Choices
The Orion Investment Portal addresses the challenge of meeting diverse client investment needs by offering advisors a scalable, personalized model marketplace called Orion Communities, where they can easily discover and subscribe to customized investment options from vetted asset managers while maintaining fiduciary oversight and trading discretion.
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How Orion Investment Portal Gives Advisors More Personalized Investment Choices
Advisor Tech
March 31, 2020
March 31, 2020 05:35 AM
Topics:Financial Technology
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If your firm works with one hundred clients, you probably work with one hundred varying degrees of risk, financial literacy, and client objectives.
The difficulty of accommodating those unique client needs with a handful of firm-created models only grows as advisory firms grow larger, as well.
Resulting from the need for scalable and effective investment options, model marketplaces have emerged as a disruptive force because of their ability to offer investing flexibility, choice, and personalization while still allowing advisors to retain their fiduciary oversight and trading discretion.
That’s why we’ve created Orion Communities, an investment model marketplace where advisors can discover and subscribe to personalized options from vetted and experienced asset managers with just a click.
In this blog, we’ll show you how Orion Communities empowers you to enhance the investment management services you offer to clients.
How To Easily Navigate Orion Communities
Orion Communities offers access to models from brand, boutique, and emerging money managers across three asset categories: fixed income, equities, and alternatives.
After selecting an asset category, Orion Communities subscribers can compare models on multiple criteria, like manager, management style, model fee, minimum investment amount, risk score, and more.
Once you’ve found a model that matches your investment philosophy and client needs, subscribing is as easy as a click. The model then loads immediately into your Orion model list, where it can be accessed via Orion’s trading platforms.
When a model manager makes updates to their model, you can choose to accept or deny those updates, allowing you to retain full trading discretion across your client accounts.
Many of the models offered in Orion Communities are at no cost (excluding a small platform fee), but you should review the supplied materials from each strategist to understand their specific terms before you subscribe.
How Orion Communities Enhances Investment Management for RIAs
We understand that selecting a model portfolio for your clients is more complicated than a single click. It’s important to perform your due diligence to find a model that is most suitable for your clients’ unique investment goals and needs.
We’ve made this process a bit easier for you with extensive investment research performed on strategists.
In addition to due diligence features, here’s how Orion Communities further benefits your investment management offering:
- Build more personalized portfolios by creating blended models that combine your in-house strategies with the third-party investment options you can find in Orion Communities.
- Spend more time growing relationships with your clients and less time rebalancing should you choose to auto-accept trades.
- Retain trading authority by approving any strategist model changes before they’re implemented in client accounts. No one understands your clients’ goals and needs better than you, and Orion Communities allows you to maintain full trading control.
By using Orion Communities to expand the investment solutions you offer to clients, your firm can save time on operations, while delivering a more personalized investment experience.
Can’t wait to get started? Reach out to [email protected] to access Orion Communities.
0232-OAS-2/3/2020
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