orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. that process empowers advisors to attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success. orion advisor tech exists to help fiduciary minded advisors realize their unique vision for success. orion portfolio solutions–is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. orion and brinker capital merge to create wealthtech powerhouse in june of 2020, orion and brinker capital announced that their companies will join forces, enabling independent financial advisors to grow their businesses, serve their clients, and win in the marketplace.
this “all in” mentality means that each of us—no matter our role—is accountable to each other, our clients, partners and prospects and to the collective success of our organization and the advisors we serve. as individuals, teams, and an organization, we don’t believe in limits and push ourselves daily to help each other and our clients achieve new levels of success. we place an intense focus on ensuring our advisors have the tools, resources and support they need to realize their unique vision for success. we push boundaries, disrupt the status quo, and have the grit to relentlessly pursue transformative outcomes. if the solution our advisors need doesn’t exist, we build it ourselves. we pioneer possibilities to help our advisors grow and to evolve our business ahead of industry trends.
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orion portfolio solutions–is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. built by advisors, for advisors, orion’s portfolio management software gets advisors back to the business of serving their clients. orion portfolio solutions is a turnkey asset management platform that seamlessly integrates technology that is equal parts intuitive and powerful,, orion telescopes, orion telescopes, orion advisor, orion financial, orion portfolio solutions.
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