Orion, a leading provider of wealth technology solutions for financial advisors, has introduced Tailored Allocation Portfolios, an offering designed to enable advisors to deliver personalized, tax-aware investment strategies at scale without the typical direct indexing out-of-pocket costs. This new solution integrates the flexibility of Orion’s Custom Indexing offering with professionally managed ETF and mutual fund model portfolios from third-party strategists. Initial partners include First Trust Advisors, Janus Henderson, and Russell Investments, with plans to add more firms. These strategists contribute a variety of model portfolios, ranging from conservative income to aggressive growth, which advisors can utilize based on client requirements. Ron Pruitt, President of Orion Wealth Management, stated, “Delivering modern portfolio impact involves assisting advisors in personalizing portfolios to each client’s goals and tax needs while managing costs and complexity. Tailored Allocation Portfolios unify tax efficiency, risk management, customization, and scalable automation, aligning with our vision for impactful, tech-enabled investment management. This empowers advisors to implement personalized, tax-aware strategies intended to improve after-tax outcomes for clients over time.” Tailored Allocation Portfolios are intended for clients with concentrated positions, legacy holdings, or specific tax sensitivities. The system leverages Orion’s proprietary tax-transition technology to gradually move assets into the chosen ETF or mutual fund-based model portfolios. This methodical approach aims to manage capital gains and enhance after-tax returns, offering greater personalization without compromising operational efficiency. The offering is provided at no additional cost to advisors or their clients. Participating asset managers fund the platform, eliminating the separate direct indexing fee often passed on to investors, and the Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. Industry data indicates a growing demand for personalized and managed strategies. Managed account assets have surpassed $13.7 trillion, driven by the need for tax-optimized UMA/SMA platforms, according to Cerulli. Additionally, direct indexing assets grew by 98% over two years, reaching $1.0 trillion as of June 30, 2025, also reported by Cerulli. Andrew Rosenberger, Senior Vice President of Custom Indexing at Orion, commented, “We developed Tailored Allocation Portfolios to address a persistent industry challenge: how to provide significant personalization without sacrificing efficiency. Advisors can now facilitate tax-smart transitions, mitigate concentration risk, and grow their businesses effectively through Orion’s integrated platform.” Tailored Allocation Portfolios were soft-launched in August 2025 and are now accessible across Orion’s advisor platforms, including Orion Advisor Technology, Wealth Advisory, Orion OCIO, Brinker, and Orion Portfolio Solutions. The solution is fully integrated with Orion Custom Indexing and designed to streamline operations using Orion’s optimization and client management tools. Orion Custom Indexing recently exceeded $10.7 billion in assets under management, experiencing a 278% growth rate in 2024. Orion is a technology provider for financial advisors, enabling a tech-enabled fiduciary process that supports client relationships from prospecting to achieving financial goals. The company’s entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, aim to offer a comprehensive suite for attracting clients, connecting goals to investment strategies, and tracking progress. As of September 30, 2025, Orion services $5.6 trillion in assets under administration and $124 billion in wealth management platform assets, supporting over 7.8 million technology accounts and thousands of independent advisory firms. Its technology is utilized by 17 out of the Top 20 Barron’s RIA firms.