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Digital Digest: The Latest Tech News - Orion
Editorial Staff
5 February 2020
Orion Advisor Solutions The firm says it offers a “personalized financial management platform at scale”. Orion is responsible for more than $1.0 trillion in assets under administration through its subsidiary organizations, Orion Advisor Tech; Orion Portfolio Solutions; CLS Investments; and Constellation Trust Company. Orion’s clients range from boutique registered investment advisors to enterprise-level firms.
Orion Advisor Solutions, which provides technology to wealth managers, has partnered with Ameritas Investment Company, Benjamin F Edwards, and Great Valley Advisor Group. The trio oversee a total of more than $35.3 billion in managed assets.