Affiliates & TAMP Target Orion Portfolio Solutions as a turnkey asset management program (TAMP) provider with a strong reputation in the RIA space. Their recognition as one of America’s Best TAMPs for eight consecutive years indicates credibility with financial advisors who value robust platforms and support.

Strategic partnerships Leverage opportunities with Docupace Technologies, a partner that automates workflows for Orion’s wealth management platform. Propose complementary automation, data integration, or workflow optimization solutions to deepen the partnership and drive scalability for advisory clients.

Technology stack Align product offerings to integrate or complement Orion’s tech stack (PHP based, jQuery, Modernizr, Font Awesome, Select2, Twemoji). Consider lightweight, secure add-ons or integrations that enhance the user experience for advisors without disrupting current workflows.

Growth potential With revenue in the 100M–250M range and a mid-sized employee base, Orion is expanding in the advisory space. Position premium services such as advanced analytics, client experience enhancements, or back-office automation to support growth and client retention.

Asset diversification Note Orion’s active, albeit selective, ETF and asset investments. Propose research platforms, data feeds, or risk analytics to optimize portfolio construction, backtest capabilities, and third-party research access for advisors on their platform.