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Orion Portfolio Solutions Introduces Initiative to Boost High-Performing Advisors to Even Greater Levels of Success

OMAHA, Neb. (Jan. 30, 2020) – Orion Portfolio Solutions, an open-architecture Turnkey Asset Management Platform (TAMP) with over $17B in assets under administration, today announced the launch of its Elite Advisor Program, an initiative developed to recognize and empower high-performing advisors. The invitation-only program, which delivers enhanced support and more personalized services, will help advisors overcome challenges commonly experienced during periods of high growth to better capitalize on current and future opportunities.

“When it comes to managing a large book of business, we know that new challenges and opportunities—whether related to time, service or scale—are all in a day’s work,” said Cory Kendall, National Sales Manager for Orion Portfolio Solutions. “By creating this program, we want to send a message to our advisors, loud and clear, that we have their back, and are committed to helping them continue a strong trajectory of success.”

As part of the Elite Advisor Program, Advisors will have access to a dedicated service representative able to provide unique support solutions tailored to meet the advisor’s specific needs; unlimited access to Orion’s Financial Planning Platform and the Orion Portfolio Solutions Financial Planning team; complimentary registration to exclusive education and networking events throughout the year, including Orion’s premier user conference, Ascent 2020 in Scottsdale, Arizona; and other resources and benefits offered to help advisors better serve their clients.

“At Orion Portfolio Solutions, we’re working to elevate the experience advisors expect from their TAMP,” Kendall continued. “Better technology, more personalized service, turnkey access to tools and resources—all in addition to flexible investment options. We want to support the wellness and success of the entire business, and the Elite program is just one of the ways we’re doing that.”

The initiative is the latest program introduced by Orion Portfolio Solutions to solve the challenges associated with managing a large and rapidly growing book of business. Since Orion Advisor Solutions, the parent company to Orion Portfolio Solutions, announced a new unified brand identity and business strategy in September of 2019, the firm has disrupted the TAMP industry with a tech-led vision for superior advisor experience. Other recent enhancements include the launch of an easy-to-use proposal builder, a new financial planning platform, and a robust service system to streamline collaboration with advisors.

For more information on the Elite Advisor Program, visit the Orion Portfolio Solutions’ website.

About Orion Portfolio Solutions, LLC:

Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. We help advisors confidently manage their clients, investments, and business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, integrated suite of compliance tools, and monthly billing cycle. For more information, please visit www.orionportfoliosolutions.com.

Orion Portfolio Solutions, LLC, Orion Advisor Technology, LLC, and Advizr, Inc. are affiliated companies through their parent company Orion Advisor Solutions, LLC.

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