Orion Turnkey Asset Management Program

TAMP Open Architecture

Orion Portfolio Solutions offers a turnkey platform designed for advisor growth, providing an open architecture solution for wealth management.

Unlock Your Advisor Portal

From proposal creation to account opening, Orion's platform is recognized as the #1 TAMP for Best Technology. The advisor portal includes features such as:

• ​Advisor Dashboard
• ​Proposal Tool navigation
• ​Financial planning proposals
• ​Risk questionnaires
• ​Proposed accounts and model allocation
• ​Account comparisons and risk analysis
• ​Customizable proposals
• ​Streamlined account opening process

Your Open Architecture Platform for Growth

Proposal Generation

Build diversified portfolios and proposals with guided risk assessment, investment selection, and portfolio delivery.

Trading

Orion enables household-level rebalancing, sleeve maintenance, and efficient processing with direct integration to multiple custodians.

Redtail CRM

Orion is fully integrated with Redtail CRM, the industry’s #1 ranked CRM for market share.

Reporting

Provides customizable, actionable reporting for your entire book of business.

Billing

Supports business growth with monthly automated fee billing.

Orion Planning

Connects clients’ financial goals with investment performance data to create actionable plans.

Client Experience

Enhances transparency and engagement with a customizable client portal and mobile app.

BeFi Tools

Behavioral finance is embedded across the technology and investment solutions suite.

Deliver Exceptional Outcomes

Access flexible investment options to support your clients and firm’s success.

Strategists

Access leading strategists and create diversified investment portfolios for personalized client decisions.

UMA Portfolios

Build and manage UMA portfolios with a simplified process, aligning investments with client expectations across market scenarios.

Proprietary Investments

Offer proprietary investments from Brinker Capital Investments to help clients achieve their goals.

Advisor as a Portfolio Manager

Access over 2,700 no-load or load-waived funds and a robust trading platform to implement your investment philosophy.

Custom Indexing

Manage tax-efficient, personalized portfolios at scale with integrated proposal generation, trading, and reporting.

High-Net-Worth Program

Serve high-net-worth investors with custom portfolio design and dedicated SMA strategists.

Orion's Industry Recognition

• ​Ranked #1 TAMP for Best Technology by America’s Best TAMPs 2023
• ​Only TAMP fully integrated with the #1 CRM for market share
• ​Industry-leading transactional National Promoter Score (NPS): 60
• ​Industry-leading Not in Good Order (NIGO) rate: 2%

Our Investment Philosophy

Orion empowers financial advisors with customizable investment solutions to help investors achieve long-term goals, guided by these core principles:

• ​Keep Investors Invested: Building wealth requires capital to remain invested.
• ​Institutional Due Diligence: Curated due diligence builds confident portfolios.
• ​Multi-Asset Class Approach: Risk-managed asset blends enhance performance.
• ​Safeguard for Tomorrow: Align investor needs and goals with robust due diligence, risk management, and behavioral finance.

How to Choose the Right TAMP

Advisors seeking growth can benefit from working with a TAMP. Key considerations include:

• ​Current trends in the TAMP space
• ​How to evaluate technology and investment options
• ​Benefits of outsourcing

Robust Support at Every Step

Orion offers industry-leading support, including a 95% client retention rate and a NIGO rate of less than 2%. Advisors are partnered with Investment Specialists for designing, implementing, and managing customized solutions. Support includes:

• ​Seamless onboarding
• ​Guidance on investment options
• ​Technology to streamline administrative tasks
• ​Dedicated, experienced team for daily challenges

Your Guide for Building Smarter Portfolios

The 2025 Orion Portfolio Solutions Cookbook provides portfolio strategies and pre-designed portfolio recipes tailored to various client goals, such as inflation protection, all-weather, and sustainable investing.

Grow with Investment Management, Financial Planning, & Behavioral Finance

Orion integrates behavioral finance across its technology and investment solutions, offering tools like the 3D Risk Profile, Protect, Live, Dream, and BeFi20 to increase client engagement.

It’s Time to Turn On Growth

Orion supports advisors in focusing on their strengths while providing the technology and support needed to drive growth, powered by the #1 TAMP for Best Technology.