Partnership With Orion Advisor Solutions Offers Single-Sign-On

February 9, 2023

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day-operations, has partnered with Orion Advisor Solutions, a premier provider of transformative wealthtech solutions for fiduciary advisors. Wealth advisors that partner with Blueprint Financial Advisors will have single-sign-on access to tools for custodial client account management, investment reporting, and financial planning for clients and prospects.

“We seek optimal and sustainable solutions to the challenges our advisors face, which made Orion a clear choice for us to offer to our advisor partners,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Orion is a wealthtech powerhouse capable of centralizing the bulk of an advisory practice’s day-to-day operations in a single tech platform – what a breath of fresh air compared to the multiple platforms, logins, and software programs large wirehouses try to streamline.”

The Orion tech stack allows financial advisors to manage:

Financial planning: Connect client goals with investment performance data, as well as create actionable plans and simulations
Client accounts: Access client account information – such as account summaries, goals, allocation details, and performance – to make more informed decisions
Client service and prospecting: Build reports for clients and proposals for prospects, use the customizable dashboard to get immediate access to the details that matter most to each advisor’s practice, and take quick action on new opportunities
Reporting: Drill down into critical data, with the ability to personalize and style public-facing reports

Advisors’ clients can also log into the platform to access their account information, find investment performance information, see how those investments fit into their financial plan, upload financial documents, and stay connected with their advisor.

“We’re honored to partner with Blueprint Financial Advisors to provide its advisor clients access to our best-in-class integrated wealthtech suite that supports their independence and streamlines their workflow,” says Brian McLaughlin, President of Orion Advisor Technology. “The integrated technology experience is designed to power advisors’ growth by efficiently attracting prospects, onboarding new clients, and deepening relationships with existing clients – all within a single, connected technology experience.”

About Blueprint Financial Advisors

Blueprint Financial Advisors is a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations. The Blueprint Financial Advisors platform provides advisors with comprehensive wealth advisor solutions in the areas of practice management, technology, back-office capabilities, and customized asset management. Partnering advisors choose their level of independence, with most seeking to solve for succession, join a financial advisory practice, or affiliate with the Blueprint Financial Advisors RIA.

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to prospect, plan, invest, and achieve within a single, connected, technology-driven experience. Combined, its brand entities – Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital – create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform services $3.7 trillion in assets under administration and $560 billion of wealth management platform assets (as of December 31, 2022). Supporting more than 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.