America’s Best TAMPs Showcase - Flipbook - Page 42
2026 AMERICA’S BEST TAMPS
TM
ORION
Natalie Wolfsen
Chief Executive
Officer
Orion • 17605 Wright St, Omaha, NE 68130
orion.com
Orion exists to empower financial advisors and the investors they serve. By
building a wealth-tech community where every advisor and investor thrives,
we deliver solutions that seamlessly integrate pioneering technology,
comprehensive wealth solutions, and reliable systems and support.
Our platform combines intuitive, powerful advisor technology with flexible
investment options and hands-on product support. As the only firm
embedding behavioral finance across a full suite of tech and investment
solutions, we offer a holistic approach to client portfolio management that
drives growth and client satisfaction.
At Orion, we are building
a wealth-tech community
where every advisor and
investor thrives. Our process
empowers advisors to
attract new clients, connect
goals more meaningfully
to investment strategies
and outcomes, and track
progress toward each
investor’s unique definition of
financial success.
Grounded in pioneering
technology and a flexible
ecosystem of over 300
partnerships, our open
approach helps advisors
and the firms that support
them craft their ideal tech
stack. From seamless data
management to crossplatform client insights,
our solutions are designed
to enhance efficiency
and improve the client
experience.
With a focus on
comprehensive wealth
solutions, we support
advisors with a broad array
of investment options
while providing the tools to
demonstrate why and how to
integrate them into portfolios.
Together with reliable
systems and support,
we equip advisors with the
growth resources needed
to drive success—for
themselves and their clients.
Orion’s flexible ecosystem includes a simplified UMA process, carefully
curated third-party strategists, and proprietary investments, enabling
advisors to build diversified portfolios aligned with their clients’ goals. Our
high-net-worth program enhances opportunities through direct access to
specialty strategists and collaborative case design.
With a full-service trading desk featuring tax-loss harvesting and custom
model management, advisors can efficiently implement unique investment
philosophies. Supported by 300+ tech partnerships and a commitment
to delivering growth resources, Orion equips advisors with the tools to
build strong, profitable businesses while helping clients define and achieve
financial success.
New business contact:
Alyssa Seidl
VP, WMP, Hybrid Sales
Phone: (920) 277-9490
Email: alyssa.seidl@orion.com
Website: Request a demo
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Timothy
Holland,
CFA, CIO
Tom Wilson, Ron Pruitt,
CFA
CFA
EVP, Head of
President,
Wealth Advisory
Wealt
Management
Type of Program: TAMP,
mutual funds, ETFs, SMAs,
financial planning, behavioral
finance
Total Assets in Program:
$124 billion
Year Program Began: 2001
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Advisor-directed mutual fund,
SMA, fixed income, high-networth
Platform Tracks Client
Holdings: Yes
ACCOUNT AGGREGATION
INTEGRATION WITH
3RD-PARTY PLATFORMS
Program Compatible
for: RIAs, broker-dealers,
investment advisor
representatives
ACCOUNT REBALANCING
IPHONE OR ANDROID APP
Optimized for Tax Trading
Efficiency: Yes
STR AT E G I C F E AT U R E S
PRODUCTIVITY
BEHAVIORAL FINANCE TRAINING
MARKETING SUPPORT
MODEL MARKETPLACE
Program Links to a
Trade Execution or Order
Management System: Yes
PRIVATE LABELING
Proposal / IPS: Yes
RESEARCH & DUE DILIGENCE
Asset Allocation
Methodologies: Grow, Earn,
Diversify
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
CUSTOMIZED PORTFOLIOS
RISK MANAGEMENT TOOLS
CUSTOM REPORTING SUITE
DIRECT INDEXING
SUCCESSION PLANNING
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
42
Sleeve-Level Reporting: Yes
