Orion WealthTech is a leading brand in the wealth management industry. They are a Turnkey Asset Management Program (TAMP) that combines advanced technology with investment management expertise in one integrated solution. With their open architecture approach, Orion WealthTech offers a comprehensive range of products and services to help financial advisors and wealth managers streamline their operations and enhance client experiences.

Their technology-driven solutions cover various aspects of wealth management, including portfolio accounting, billing, reporting, and trading at scale. They also provide a user-friendly and highly regarded CRM system called Redtail CRM to help advisors manage client relationships effectively. Additionally, Orion WealthTech offers risk intelligence tools to help advisors understand and navigate potential risks and opportunities in the market.

Compliance services ensure that firms are prepared for examinations and regulatory requirements. By leveraging Orion WealthTech's platform, advisors can connect their clients' progress towards financial goals with investment performance, creating personalized and goal-oriented planning. The brand also offers a robust advisor portal that facilitates the entire wealth management process.

For access to a wider range of investment strategies, advisors can utilize the Model Marketplace which provides access to leading third-party strategists. With their commitment to technological innovation and a client-centric approach, Orion WealthTech empowers advisors to deliver exceptional service, optimize their workflow, and drive growth for their firms