List of Orion Portfolio Construction Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Orion Portfolio Construction customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Orion Portfolio Construction for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Orion Portfolio Construction for Portfolio and Investment Management include: Plan 4 Wealth, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Private Advisor Group, a United States based Professional Services organisation with 14 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Portfolio Construction, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Orion Portfolio Construction customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Plan 4 Wealth | Banking and Financial Services | 10 | $3M | United States | Orion Advisor Solutions | Orion Portfolio Construction | Portfolio and Investment Management | 2023 | n/a |
In 2023, Plan 4 Wealth partnered with Orion OCIO to outsource core investment management responsibilities using Orion Portfolio Construction, in a deployment aligned to Portfolio and Investment Management. The engagement placed Orion Portfolio Construction at the center of the firm’s finance and investment management workflows in the United States, enabling the small advisory firm to delegate portfolio strategy and execution while retaining client advisory duties.
Orion Portfolio Construction was used to run portfolio construction and trading operations, covering manager due diligence, trade execution, automated rebalancing, and consolidated reporting. Configuration emphasized portfolio modeling, allocation policy enforcement, rebalancing workflows, and operational reconciliation consistent with Portfolio and Investment Management capabilities.
The OCIO relationship centralized trading, rebalancing, and reporting workflows, shifting execution and manager monitoring responsibilities to Orion while Plan 4 Wealth continued to own client planning and financial advice. Operational coverage was focused on the firm’s investment management function across the United States, with Orion handling manager selection documentation, trade placement, and portfolio level reporting.
Governance was restructured to reflect an outsourced investment oversight model, with Plan 4 Wealth maintaining advisory decision rights and client communications, and Orion responsible for day to day portfolio operations and manager due diligence. The engagement improved operational efficiency and reduced costs, freeing advisor time to concentrate on client planning and financial advice.
|
 |
Private Advisor Group | Professional Services | 14 | $2M | United States | Orion Advisor Solutions | Orion Portfolio Construction | Portfolio and Investment Management | 2022 | n/a |
In 2022, Private Advisor Group implemented Orion Portfolio Construction integrated with Orion Custom Indexing into its WealthSuite investment platform. This deployment uses Orion Portfolio Construction within the Portfolio and Investment Management category to deliver direct indexing, tax loss harvesting, and personalized portfolio construction capabilities for advisors.
The implementation leverages Orion Portfolio Solutions and Portfolio Construction capabilities to configure direct indexing strategies, automate tax loss harvesting workflows, and support portfolio level customization consistent with wealth management operational workflows. Functional modules implemented include direct indexing orchestration, tax management automation, and customizable portfolio templates used by advisor teams.
Integration work was completed as WealthSuite launched in October 2022, with operational coverage focused on finance and investment management functions in the United States and advisor facing service and recruitment initiatives. Governance emphasized configuration controls for tax management and scalability within WealthSuite, and stated outcomes included improving tax management and scalability while strengthening advisor service and recruitment.
|
Buyer Intent: Companies Evaluating Orion Portfolio Construction
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||