Orion Expands Tailored Allocation Portfolios with BlackRock, Fidelity, Vanguard — Orion Advisor Solutions, Inc.

Event summary

Orion added BlackRock, Fidelity Investments, and Vanguard to its Tailored Allocation Portfolios, expanding its lineup to eight strategists since the October 2025 launch.
Tailored Allocation Portfolios combine third-party model portfolios with Orion’s Custom Indexing technology to offer tax management and personalized investing at scale.
Orion’s Custom Indexing technology surpassed $17.1 billion in assets under management as of July 31, 2026.
The service is available across Orion’s advisor platforms, including Orion Wealth Management and Orion Investment Portal.

The big picture

Orion’s addition of BlackRock, Fidelity, and Vanguard to its Tailored Allocation Portfolios underscores the growing demand for personalized, scalable investment solutions in the wealth management industry. This move aligns with broader trends toward advisor efficiency and client-centric portfolio management, particularly as firms seek to balance model discipline with customization. With $6.6 trillion in assets under administration, Orion is positioning itself as a key player in the wealthtech space, leveraging its technology to attract top asset managers and advisors.

What we're watching

Adoption Pace: How quickly advisors will integrate BlackRock, Fidelity, and Vanguard’s models into their practices, given the competitive landscape.
Technology Scalability: Whether Orion’s Custom Indexing technology can handle the increased demand without compromising performance.
Market Differentiation: The extent to which this expansion will solidify Orion’s position against other wealthtech platforms offering similar services.