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 and trading platform designed to support independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks. The firm provides a range of services to help investment advisors achieve their objectives and attract new clients. These offerings include money manager vetting, portfolio construction and management, efficiency audits, tax optimization, and full-service trading operations. By delivering strategically unique investment and trading strategies, Townsquare Capital enhances client portfolios while optimizing risk, cost-efficiency, and tax implications.

RedTail Technology provides a cloud-based client relationship management (CRM) platform specifically designed for financial advisers. The software enables advisers to effectively manage their client base while ensuring compliance with record-keeping regulations. It includes features such as detailed client data tracking, streamlined workflows, custom exporting, seminar management, and compliant communication tools like text messaging and email archiving. By offering these essential technologies, RedTail Technology supports financial advisers in growing their firms and enhancing their day-to-day operations with an affordable and easily implementable solution.

BasisCode Compliance is a technology solutions firm specializing in compliance management for registered investment advisors, family offices, and other financial entities. Its flagship product, the BasisCode Compliance – Workflow Solution, provides a centralized system that allows Chief Compliance Officers to efficiently identify high-risk issues while adhering to regulatory and documentation requirements. The platform features a user-friendly dashboard and includes a wide range of modules such as Testing, Certifications and Attestations, Gift and Entertainment, Risk Assessment, and Forms Management. By offering an integrated suite of compliance software, BasisCode helps asset managers, broker-dealers, and compliance consultants enhance their compliance controls and streamline decision-making processes. The scalable software is designed to facilitate compliance testing, trading surveillance, and audit-ready reporting, ultimately supporting clients in effectively managing their risk lifecycle while safeguarding their operations and clients.

HiddenLevers is a risk technology platform that specializes in providing advanced applications, analytics, and economic research tailored for the wealth management sector. With a platform that manages over $500 billion in assets, HiddenLevers delivers solutions designed for executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform features a comprehensive macro-scenario library, tools for portfolio stress testing, model construction, and investment proposal generation, along with capabilities for enterprise risk and revenue monitoring. The company is self-funded and is based in Atlanta, Georgia. Its offerings include risk management and macro analysis tools that facilitate scenario-based stress testing and investment screening aligned with macro trends, supporting investment professionals in managing client portfolios effectively.

Advizr Inc. develops financial planning applications aimed at enhancing the financial advisory process. Its flagship product, Advizr Express, provides users with a quick assessment of their retirement readiness and is designed for compatibility with iPads, tablets, and integration into client websites. The software automates the delivery of financial advice, allowing more financial advisors to offer comprehensive planning services, thereby enabling clients of varying net worth to access personalized financial plans. Founded in 2012 and based in New York, Advizr operates as a subsidiary of Orion Advisor Services, LLC, and was co-founded by Hussain Zaidi, Mustapha Baassiri, and Jorge Alvarez.