Orion’s Innovation On Display With Four Top Honors At 2019 Wealth Management Industry Awards

Disruptive technology, outstanding teamwork and best-in-class client service recognized at annual WealthManagement.com ceremony

OMAHA, Neb., SEPTEMBER 24, 2019—Orion Advisor Solutions, LLC (“Orion”), a provider of financial advisor technology and investment solutions, earned recognition for its ongoing commitment to helping advisors innovate, disrupt and win, taking home top honors in four categories at the 2019 WealthManagement.com Industry Awards:

  • Disruptors: Industry, ASTRO
  • Technology Providers: Rebalancing
  • Technology Providers: Chief Marketing Officer of the Year (CMO), Kelly Waltrich
  • Asset Managers: Socially Responsible Investing (SRI)/Impact Investing: CLS Investments (CLS)*

These awards highlighted Orion’s excellence and hard work in a crowded field of the financial service industry’s most insightful, talented, and successful luminaries. In its fifth year, the WealthManagement.com Industry Awards had more than 650 nomination submissions from 262 companies. In addition, Orion was named a finalist in the categories of Technology Providers: Compliance and Technology Providers: Cybersecurity.

Leading a seismic shift in trading efficiency and personalization

Historically, custom separately managed account (SMA) portfolios have been accessible almost exclusively to the ultra high net worth segment, leaving the common investor with few options for personalization. That’s until Orion’s ASTRO hit the market, democratizing institutional level optimization technology for advisors and clients of all sizes. But without scalable rebalancing technology to execute the recommended trades, portfolio optimization technology isn’t that usable.

Recognizing the opportunity to innovate, Orion fused the direct indexing functionality from ASTRO with Eclipse Trading, its premier rebalancing platform. Now, advisors can differentiate their services with unique direct indexed portfolios—that can be created from scratch or through five pre-defined models with unique characteristics—that include a variety of restrictions, including security, sector/industry, ESG, and capital gains. We saved the best news for last: advisors can create these direct indexed SMA portfolios and complete all relevant trades without ever leaving Eclipse Trading. Now, that’s efficiency. 

The WealthManagement.com award win comes on the heels of Orion adding the most popular functions of ASTRO directly to Eclipse Trading.

“This level of recognition means the world to me,” said Eric Clarke, founder and CEO of Orion. “I’m privileged to work with some of the most creative and insightful people in our industry, and they deserve to feel great about earning accolades for the solutions they create and support.”

Championing a new standard and vision

The Technology Providers: Chief Marketing Officer of the Year award underscores the outstanding efforts of CMO Kelly Waltrich and her team in connecting the people who create Orion’s technology and the advisors who use it every day. Starting with a team of two employees in a remote office, Waltrich assembled a marketing team to support three brands, launched four websites, developed and executed an enhanced lead-generation strategy, and led a company-wide brand unification aligning established and accomplished brands to a single, shared vision.

“This reward is a reflection of the incredible support of my team and the rest of my colleagues at Orion,” Waltrich said. “Highlighting the innovation at Orion is an exciting responsibility, and I couldn’t be more proud of my team for what they have accomplished.”

Offering true, transparent impact investing strategies

Rising to meet the growing demand from clients for socially responsible investing, CLS Investments debuted eight investment models across the risk spectrum using their proprietary risk budgeting methodology. While traditional SRI strategies are often criticized for their high costs, lack of transparency and poor screening capabilities, the meticulous screening process, bottom-up research methodology, and institutional expertise of CLS come together to create an array of transparent offerings tailored to the client’s individual appetite for risk.

Winning the Asset Managers: Socially Responsible Investing/Impact Investing Award showcases the dedication of CLS Investments to providing 100% Environmental, Social and Governance (ESG) friendly, actively managed funds, said Rusty Vanneman, President of CLS Investments. 

“Offering an array of active, low-cost and diversified funds that meet the growing need for social responsible investing was not an easy task. Our lineup is 100% ESG at all times and it’s what makes us unique,” Vanneman said. “As asset managers, we treat our investors’ dollars like they are our own so we built these strategies with their goals and values in mind. I’m incredibly proud of our team for their success in this area.”

About Orion Advisor Solutions, LLC  

Orion Advisor Solutions (OAS) offers a personalized financial management platform at scale, including best-in-class financial technology, comprehensive investment solutions, and responsive support services to help fiduciary-minded advisors and firms of all sizes realize their unique visions for success. Through our subsidiary organizations, Orion Advisor Tech, LLC, Orion Portfolio Solutions, LLC, CLS Investments, LLC, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms, all of which use Orion’s continuum of solutions and integrations to better serve their clients, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

*CLS Investments, LLC (CLS), an SEC registered RIA, was selected as a winner for WealthManagement.com’s 2019 Industry Awards in the category, Socially Responsible Investing (SRI)/Impact Investing. The WealthManagement.com Industry Awards program is an unbiased, third-party organization seeking to recognize companies that support financial advisors. Nominations for the WealthManagement.com Industry Awards were based on a submission from the company describing how it helps financial advisors work with clients. The award goes to the company selected by a Judges Panel made up of fourteen industry professionals. Winners of the award for each category were announced September 12, 2019. WealthManagement.com is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.


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