Deliver a More Personalized Client Experience

Get ready to engage with your clients in a whole new way

Watch our Client Portal overview video to learn more

New Client Portal on the Way

Building strong connections with your clients is at the heart of your business. The new Orion Portfolio Solutions Client Portal is designed to help you deliver a more connected and customizable experience that allows your clients to connect with every aspect of their financial lives – including financial planning, investment performance, spending and document storage – all in one place.

Effective January 31, Orion’s new Client Portal gives your clients greater access to their full financial picture, providing more transparency and building trust.

Tip: Bookmark this page so you have easy access to all of the details, training and resources you need to navigate your transition from the “Legacy Client (Investor) Portal” to the new Orion Portfolio Solutions Client Portal.

Webinars

Ready for a deep dive into the new, more powerful Client Portal experience? Watch our on-demand webinar or register for our next live Q&A event.

New Client Portal Demo and Q&A Webinar

31 minutes
Watch the New Client Portal Demo and Q&A On-Demand Webinar Now

New Client Portal
Walkthrough and Q&A Webinar

28 minutes
Watch the New Client Portal
Walkthrough and Q&A Webinar Now

Training Materials for You

We’ve created educational and instructional resources especially for you. Watch or review on your own time to prepare for the new Orion Portfolio Solutions Client Portal.