Orion Advisor Solutions

Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth managers to manage and improve their client relationships. By developing each firm's own private tech stack, the company uses cloud-native technologies to enable advisors to design their own personalized, modern, mobile, and desktop applications. Summit combines personalized wealth modeling, financial planning, and advisor-client collaboration tools with portfolio management and performance reporting capabilities to provide advisors and their clients with a more humanized wealth experience.

Townsquare Capital is a comprehensive investment platform catering to independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks. It offers a suite of services designed to enhance clients' investment strategies and operational efficiency. These include rigorous money manager vetting, portfolio construction and management, structural audits for improved efficiency, tax optimization strategies, and full-service trading operations encompassing traditional execution and model delivery. The company's offerings aim to add value to client portfolios through unique investment strategies that optimize risk, cost-efficiency, and tax impact.

RedTail Technology provides a cloud-based client relationship management (CRM) platform designed specifically for financial advisers. The company's software facilitates efficient communication with clients while ensuring compliance with record-keeping regulations. It offers features such as detailed tracking of client data, streamlined workflows, custom exporting, seminar management, and compliant text messaging and email archiving. By equipping financial advisers with essential tools to manage their client base effectively, RedTail Technology enables them to enhance their operations and grow their firms in a cost-effective and easily implementable manner.

BasisCode Compliance is a technology solutions firm that specializes in providing regulatory software aimed at enhancing compliance management for a variety of financial entities, including registered investment advisors, family offices, asset managers, and broker-dealers. Its flagship product, the BasisCode Compliance Workflow Solution, offers a centralized compliance management system that helps Chief Compliance Officers identify high-risk issues while meeting essential regulatory and documentation requirements. The platform features a user-friendly dashboard and includes modules for compliance testing, risk assessment, staff certifications, and audit-ready reporting. By delivering a comprehensive suite of integrated compliance software, BasisCode Compliance enables clients to improve their compliance management processes, enhance decision-making, and effectively safeguard their operations and client interests in a secure cloud environment.

HiddenLevers is a technology platform that specializes in risk analysis and portfolio management for the wealth and asset management sector. Headquartered in Atlanta, Georgia, the company provides an array of applications and analytics designed for financial advisors, asset managers, and executives overseeing investment strategies. Its cloud-based platform features advanced tools such as macro-scenario modeling, portfolio stress testing, and investment proposal generation, which facilitate informed decision-making and enhance client engagement. HiddenLevers focuses on delivering valuable insights through client-facing reports and infographics, allowing wealth managers and portfolio managers to assess risk levels and align their strategies with macroeconomic trends. With over $500 billion in platform assets, HiddenLevers operates as a self-funded entity, dedicated to advancing the capabilities of its users in navigating complex market environments.

Advizr Inc., established in 2013 and headquartered in New York, specializes in developing financial planning applications for advisors. Their primary product, Advizr Express, provides clients with a retirement readiness assessment via iPad or embedded on websites. This tool assists advisors in creating comprehensive financial plans for their clients. Since July 2019, Advizr has operated as a subsidiary of Orion Advisor Services, LLC.