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Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, and monthly billing cycle. 

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Asset Managers: New Product Development
Initiative
Orion Portfolio Solutions Unveils Biotech Investment Strategies
Orion Portfolio Solutions developed a biotech investment strategy—Orion Portfolio Solutions U.S. Biotechnology Portfolio—in response to the global pandemic and the increased relevance and influence of biotechnology in the equity markets. The strategy, which is available as a stock model (around 30 positions) or actively managed direct indexing strategy, focuses on selecting companies that are developing cutting edge treatments and vaccines for diseases, and which are actively engaged in the COVID-19 fight. This strategy gives advisors and investors the opportunity to participate in the returns associated with the growth of the biotech industry, while allocating their capital towards companies who are seeking solutions that affect millions of people. Further, the strategy will continue to focus on pressing research and development issues beyond the COVID-19 crisis.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
Asset Managers: Separate Accounts
Initiative
Orion Delivers the Next Evolution of Direct Indexing
Orion created a suite of direct indexing models that offer advisors and their clients mass-customized and tax-managed index replication strategies. The offering allows advisors to select client exposure (i.e. Large Cap, Factor Tilt, High Dividend, etc.), ESG/SRI constraints, and any client-specific accommodations, such as legacy assets, to more accurately and holistically meet each client’s individual needs. Through a proprietary SMA optimization technology—ASTRO—Orion Portfolio Solutions is able to actively harvest tax losses and manage client accounts relative to their specific exposures and overlays, as defined by each unique client. This more affordable, personalized way to invest provides an opportunity to deliver substantial benefits to clients, and is a compelling differentiator for advisors and firms that want to stand out in a crowded financial advisory world.

Eric Clarke

CEO of Orion Advisor Solutions

Award Category
TAMPs: TAMPs
Initiative
Account Management Experience Redefined Through New Advisor Portal Technology
Orion Portfolio Solutions developed a new advisor portal that delivers powerful investment technologies and options through an intuitive user experience. The new portal connects core investment management tools, such as a fully-guided proposal system, account opening wizard, and account management and reporting dashboards, with tertiary advisor resources, such as a dedicated financial planning platform, to support advisor growth holistically. The portal is meticulously designed to give advisors greater transparency into their book of business. Through a clean, modern design, and complete connectivity between tools, reviewing investment data and taking direct action is made easy. Through centralized client account details pages, advisors can easily oversee account activity, review performance, trade positions, and even manage integrated financial plans.
Resources

WHITE PAPER

How to Choose the Right TAMP for Your Advisory Business
This white paper discusses the trends in the TAMP space, outlines the considerations for choosing the right TAMP, and provide the practice management benefits for outsourcing this key service offering in order to take your business to the next level.

FACT SHEET

The Power of Direct Indexing

SMA Tax-Managed Models

WHITE PAPER

Market Cycle Mandates
A better way to discuss diversification and prepare clients for uncertainty.