"Orion's platform is designed to help firms like Arete Wealth accelerate growth and deliver an exceptional client experience," said Reed Colley, President of Orion Advisor Technology. "Together, we're enabling advisors to scale their businesses while delivering the personalized service today's investors expect."
Choosing a TAMP is more than picking a platform—it’s choosing a partner for the future. SEI empowers advisors with integrated custody, technology, investment management, and transition support, all built around independence and growth. Discover how SEI helps firms scale efficiently while safeguarding their client relationships and brand identity.
SS&C Black Diamond is redefining what a TAMP can be—with integrated tools, curated models, and seamless managed account support. The platform delivers a purpose-built ecosystem designed to help financial advisors grow efficiently, scale confidently, and deliver better outcomes across the board.
RIAs will be able to allocate to and implement evergreen accredited investor alternatives alongside mutual funds, ETFs, and equity SMAs within their own models or via Goldman Sachs Asset Management-designed custom models on GeoWealth’s platform.
While it’s difficult to predict short-term market moves, historical data suggests investors could benefit the most from maintaining exposure to both international and U.S. stocks.
"We are thrilled to launch these products from DSM Capital Partners and Fidelity Institutional. SMArtX values the relationships we have with asset managers and we look forward to continued expansion and opportunities as the year goes on."
Focus Partners Advisor Solutions isn’t just another TAMP—it’s a long-term partner for advisors who want to grow without sacrificing client experience or quality of life. With three decades of experience, a consultative culture, and scalable infrastructure, Focus Partners empowers RIAs to build enduring practices, streamline operations, and stay focused on what really matters: their clients.
