Orion announced today the addition of BlackRock, Fidelity Investments, and Vanguard to Tailored Allocation Portfolios, its offering that pairs third-party model portfolios with Orion’s Custom Indexing technology to deliver tax management and personalized investing at scale. These additions bring three of the largest asset managers in the U.S. to Orion’s Tailored Allocation Portfolios.

Advisors can now access model portfolios from BlackRock, Fidelity Investments, and Vanguard in addition to Brinker-Main Management, First Trust Advisors, Frontier Asset Management, Janus Henderson, and Russell Investments, growing Orion’s Tailored Allocation Portfolios to eight leading strategists since its October 2025 launch.

Personalization Without the Tradeoff

Choosing between the efficiency of third-party models and the ability to deliver a customized investment experience tailored to each client’s unique goals has long been a tradeoff for advisors. Orion’s Tailored Allocation Portfolios closes that gap by running each strategist’s standard or custom ETF and mutual fund models through Orion’s Custom Indexing technology.

“Advisors want to build around the client in front of them without giving up the discipline of a professionally managed model,” said Ron Pruitt, President of Orion Wealth Management. “With Tailored Allocation Portfolios, advisors can start from an investment philosophy they already trust while adapting portfolios to each client’s unique goals, preferences, and circumstances. That flexibility, combined with the ability to scale, is driving strong demand across the firms we serve.”

How It Works

Tailored Allocation Portfolios allows advisors to select asset managers whose investment philosophy aligns with their own, plus the opportunity to build custom models reflecting their own investment views. Combined with Orion’s Custom Indexing technology, Tailored Allocation Portfolios enables advisors to gradually migrate assets for clients with concentrated positions, legacy holdings, or unique tax sensitivities into model portfolios — helping manage capital gains and seeking to improve after-tax outcomes over time.

“The growth we have seen since launch reflects a shift in what advisors expect from portfolio management technology,” said Yi-Ching Wu, Executive Vice President of Wealth Management Product and Platform at Orion. “Advisors no longer want to choose between model portfolios and personalization. By bringing more institutional-grade strategies into Tailored Allocation Portfolios, Orion is expanding the range of solutions advisors can implement while maintaining the efficiency and scalability their businesses require.”

Tailored Allocation Portfolios are available across Orion’s advisor platforms and services, including Orion Wealth Management, Orion Investment Portal, Wealth Advisory, and Orion OCIO, and are fully integrated with Orion Custom Indexing, which surpassed $17.1 billion in assets under management as of July 31, 2026.

About Orion

Orion is a wealthtech leader, powering financial advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.1 As of June 30, 2026, Orion services $6.6 trillion in assets under administration and $211 billion of wealth management assets, supports more than 8.6 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.2

1 T3/Inside Information Advisor Software Survey, 2026.

2 2025 Top 100 RIA Firms, Barron’s, 2025.

Wealth Management Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC (“OPS”) and TownSquare Capital, LLC (“TSC”) on their proprietary platforms; assets in proprietary and third-party models made available through the Orion Investment Portal; assets in OPS proprietary models managed on third-party platforms; and assets associated with outsourced services provided by OPS or TSC such as trading, billing, or back-office administration.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. The unaffiliated Strategists whose mutual funds or ETFs are utilized within the Tailored Allocation Portfolios pay Orion a fee in exchange for inclusion in the Tailored Allocation Portfolios program. The advisory fee that advisors determine and the platform fee, in addition to other fees that may be assessed by the custodian, will still apply.

Custom Indexing offered through Orion Portfolio Solutions, LLC, a registered investment advisor. Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index, and this variance may increase with greater customization within a portfolio.

Tax-loss harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. This information is general in nature and is not intended as tax advice. You should consult a tax professional as to how this applies to an individual tax situation.

Fidelity Investments® is an independent company, unaffiliated with Orion. Fidelity Investments is a service provider to Orion. There is no form of legal partnership, agency affiliation, or similar relationship between Orion and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC. 1279199.1.0

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