Orion Launches New Client Portal for Advisors

headshot of Orion Advisor Services CEO Eric Clarke Orion Advisor Services CEO Eric Clarke.

Orion Advisor Solutions has unveiled a new Orion Client Portal, calling it a “single destination for investors to reach their advisors and control their entire financial landscape.”

The platform provider also announced the portal’s integration with the Apex Clearing digital custody and clearing engine, which it says meets the rising demand for “one-stop, go anywhere access” to an investor’s full financial picture.

Investors can now interact with their financial plans and track their investment performance with no need to shuttle back and forth between “clashing portals,” Orion explained in a press release.

The news comes a month after Orion, which supports some 2,000 advisory firms with $1 trillion in assets under administration, said it is merging with investment manager Brinker Capital to form a firm with some $40 billion in managed assets. [1]

As Orion evolved beyond its roots as a portfolio management technology provider, the firm saw a clear need for a new standard in investor-advisor engagement — made all the more urgent by the demands of remote work, according to Orion founder and CEO Eric Clarke.

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