Stats and Recognition

Industry Recognition:

  • 2023 America’s Best TAMPs – Best Technology and Best Model Market Marketplace
  • 2020 WealthManagement.com TAMP Award
  • 2020 WealthManagement.com Asset Managers – Separate Accounts Award for Direct Indexing

Orion Portfolio Solutions (“OPS”) was selected as a winner for America’s Best TAMPs 2023 in the categories of Best Technology and Best Model Marketplace. Each TAMP (“Provider”) included in America’s Best TAMPs 2023 is based on the results presented of an independent survey of all Wealth Advisor subscribers. The methodology used for this independent survey of The Wealth Advisor’s registered subscribers was deployed on December 26th and closed on December 29, 2022. The survey uncovered advisor familiarity and overall satisfaction covering three categories set forth for the 27 of the TAMP solution providers nominated. The winners and full survey results were published in the 2023 edition of America’s Best TAMPs and released on January 3, 2023. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best TAMP’s. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor. Providers have no affiliation with The Wealth Advisor.

Orion Portfolio Solutions (“OPS”) was selected as a winner for WealthManagement.com’s 2020 Industry Awards in the categories of Asset Managers – Separate Accounts and TAMPs. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com IndustryAwards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of fifteen industry professionals. Winners of the award for each category were announced September 10, 2020. WealthManagement.com is not affiliated with OPS. Ratings and awards may not be representative of any one client’s experience and are not indicative of OPS’s future performance.

Orion Portfolio Solutions (“OPS”) was selected as a finalist for WealthManagement.com’s 2020 Industry Awards in the categories of Asset Managers- New Product Development, Asset Managers- Separate Accounts, and TAMPs. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients.The award goes to the company selected by a Judges Panel made up of fifteen industry professionals. Winners of the award for each category will be announced September 10, 2020. WealthManagement.com is not affiliated with OPS. Ratings and awards may not be representative of any one client’s experience and are not indicative of OPS’s future performance.