Orion Portfolio Solutions
Orion's open-architecture TAMP, including the Brinker Capital Investments strategies.
orion.comOrion Portfolio Solutions combines Orion's technology with a curated investment marketplace and managed portfolios. Orion's site lists TAMP, OCIO, custom indexing, a trade desk and Brinker Capital proprietary investments.
Orion merged with Brinker Capital in 2020, backed by Genstar Capital and TA Associates.
What it does
- Open-architecture TAMP
- Brinker Capital investments
- OCIO
- Trade desk
- Custom indexing
Coverage
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Others in TAMPs and models
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- AssetMarkTurnkey asset management and technology platform for independent advisers.
- EnvestnetWealth technology and managed-account platform, owned by a Bain Capital-led group.
- GeoWealthChicago TAMP and software provider with a model marketplace and private-markets models.
- Focus Advisor SolutionsFocus Financial's service TAMP, formerly Buckingham Strategic Partners.
- SEI (advisor solutions)SEI's technology, custody and investment services for independent advisers.