Orion Advisor Solutions – Wealthies Circle 2021

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. Today, we help more than 2,100 advisory firms define their unique vision for success. Our tech-enabled fiduciary process transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. 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.

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Award Category

Technology Providers

| Client Portals

Finalist

One Portal Project

According to Celent Research, portal logins are as low as 10%, and it’s due to a surplus of portals offering too few features. Orion’s One Portal Project cuts right to the heart of this issue by creating a single sign on portal that provides all of the insights, tools, and interactions investors need to run their financial lives. The new Orion Client Portal allows investors to view and update financial plans and goals, view investment performance, open and fund accounts, and more. The Portal is available to advisors for no additional cost, can be customized or white-labeled, and is offered via desktop and a mobile app.

Award Category

Technology Providers

| Unified (All-In-One) Systems

Finalist

Integrated Advisor Portal

Today’s advisors rely on various solutions to run their businesses – portfolio management, proposal generation, new account opening, trading, financial planning, and more. Achieving fully integrated technology has always been a dream of advisors, regardless of which channel they operate.

The ever-present goal of Independent Broker-Dealers, RIAs, banks, and other financial services enterprises has been to create better experiences for their advisors, subsequently enhancing advisor-client relationships and fueling growth.

Larger enterprises have tackled the integration inefficiencies on their own by resolving to build proprietary platforms. Those with enough capital have made hefty investments to improve their advisors’ experience by acquiring leading fintech solutions. However, smaller to mid-sized financial services enterprises continue to struggle.

Award Category

TAMPS

| TAMPs

Finalist

Brinker Capital Merger

Orion Advisor Solutions’ merger with Brinker Capital unifies the industry’s foremost technology provider for fiduciary advisors with the largest privately held TAMP. The merger combines both companies’ long-standing reputations of innovation and industry disruption. Both entities combined their strengths to allow their respective advisor base an opportunity to utilize each other’s unique expertise.

This new partnership makes it easier and more attainable for independent and growth-minded advisors and firms to achieve their unique vision for success by expanding the distribution of technology, investment solutions, and most importantly, a complete end-to-end process created to transform the advisor-client relationship.

Award Category

Technology Providers

| Chief Executive Officer of the Year

Finalist

Eric Clarke

As founder of Orion, Eric’s responsibilities have multiplied in recent years. He created the vision underpinning a strategy that has taken Orion from its roots as a portfolio management software vendor to a growing, end-to-end wealthtech platform. Eric oversees the many brand entities that comprise Orion, coordinating them into an offering that enhances every step of the advisor-client journey.

Eric is ultimately responsible for Orion’s culture of innovation, encouraging his teammates to take nothing for granted and to seek out new horizons by helping advisors grow their businesses with outstanding, digital client experiences tailored to their unique definitions of success.

Award Category

Technology Providers

| Chief Technology Officer of the Year

Finalist

Mustapha Baassiri

As Orion’s CTO, Mustapha Baassiri guides the evolution of Orion’s advisor-facing solutions, and is responsible for the continual review and improvement of Orion’s infrastructure, supporting both Orion’s external partners and the firm’s internal processes.

Mustapha came to Orion from the financial planning and user experience startup Advizr when it was acquired in 2019. Then serving as chief architect, Mustapha led the integration of Advizr’s planning technology and UX with the Orion platform, and set about updating Orion’s cloud-based processes with best practices carried over from Advizr.

Mustapha’s work would play a critical role in Orion’s success during the pandemic, as advisors demanded continuity of operations during an overnight transition to remote service, and investors demanded a more engaging client experience and planning services.

Award Category

Asset Managers

| Model Marketplaces

Finalist

Orion Communities

Orion Communities, a model marketplace with more than 56 rigorously vetted strategists from a mix of high-profile, boutique and emerging money managers representing various asset classes, has been completely overhauled to improve the investing process for advisors. Orion Communities was designed as a “middle ground” for firms that do not manage assets in-house but want to retain a level of trading discretion and account control not commonly found in TAMPs.

Orion Communities lets advisors execute trades through its Eclipse or TOM platforms, filtering and comparing models on criteria including manager, management style, model fee, minimum investment score, risk score, and due diligence services. Advisors can subscribe to one model or several, according to the needs of individual clients, all connected to the Orion platform.