Orion Portfolio Solutions

Orion Portfolio Solutions sits at the intersection of TAMP services and advisor technology, positioning itself as a unified platform for registered investment advisors who want to delegate investment management without losing control of the client relationship. Built on the broader Orion technology stack, the firm combines outsourced investment management through its OCIO offering with proprietary model portfolios from Brinker Capital Investments, third-party strategist access, and a behavioral finance layer embedded throughout the advisor workflow. That behavioral finance integration, built around tools like the 3D Risk Profile and the BeFi20 framework, is the structural differentiator that separates Orion from generic TAMP alternatives.

The platform addresses a problem familiar to growth-oriented advisory firms: time lost to investment administration rather than client development. Orion cites 46 hours saved per high-net-worth account annually through its Custom Indexing offering, which consolidates proposal generation, trading, and reporting into a single workflow. OCIO clients report an average firm growth rate of 62.1% since partnering with Orion. Key capabilities include:

• Custom Indexing with tax-efficient portfolio management at scale
• Destinations Funds for multi-asset, manager-selected portfolio construction
• OCIO services via TownSquare Capital for full investment delegation
• Proposal generation and financial planning tools inside Advisor Portal
• Access to third-party strategists alongside proprietary Brinker Capital models

The offering is designed for RIAs and broker-dealers, not directly for family offices or institutional investors. Family offices that operate through an advisory structure or use an external RIA may interact with the platform indirectly, but the product is built around advisor workflows rather than family office operations. Pricing is not publicly disclosed, and the platform appears focused exclusively on the US market.

• Outsourced investment management via OCIO
• Custom indexing with tax-efficient portfolio construction
• Proposal generation for prospects and clients
• Financial planning with behavioral finance integration
• Portfolio construction using third-party strategists and proprietary models
• Administrative workflow automation to reduce NIGO rates

• Advisor Portal for proposals, financial planning, and client experience
• Orion OCIO via TownSquare Capital
• Custom Indexing with single-click proposal, trading, and reporting
• Destinations Funds multi-asset investment solution
• 3D Risk Profile behavioral finance assessment
• BeFi20 behavioral finance tool suite
• Third-party strategist marketplace
• Brinker Capital Investments proprietary models
• Client Portal for investor-facing reporting
• Unified CRM integration with #1 market share CRM

Built for Advisors / Wealth Advisors (RIA), Investment Teams.

Dedicated team of investment professionals for design, implementation, and ongoing management; onboarding support; guidance on investment options; administrative support.

Described as seamless onboarding experience with dedicated team support, no specific timeline disclosed.