Orion, a leading provider of innovative wealthtech solutions for financial advisors and enterprise firms, and iCapital¹, the global fintech platform shaping the future of investing, today announced an enhanced collaboration that is already delivering results for independent advisors across the Orion ecosystem. This expanded technology integration, developed as part of Orion’s Premier Partnership Program, equips independent advisors with streamlined, single sign-on (SSO) access to alternative investments, enabling them to deliver tailored, high-value portfolios that meet the evolving demands of today’s investors.

Orion’s 2025 Advisor Wealthtech Survey highlights a growing focus on alternatives, with 30% of advisors currently prioritizing these investments and 28% planning to do so within three years.² Yet, Orion’s 2025 Investor Survey reveals a gap, with only 23% of investors reporting access to alternatives through their advisors.³ This enhanced partnership bridges that gap, and is empowering independent advisors to confidently incorporate alternative investments into client portfolios with unmatched ease and efficiency.

“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios,” said Todd Bertucci, Executive Vice President, Orion Advisor Technology. “As demand for alternatives surges, this integration ensures independent advisors can deliver the sophisticated solutions investors seek, strengthening their ability to drive financial success.”

Why This Matters for Independent Advisors and Investors

Already in use across Orion, the following capabilities are delivering real-time value to advisors and clients:

      • Seamless Single Sign-On (SSO): Advisors are navigating seamlessly from Orion’s platform to the iCapital Marketplace, accessing a robust suite of alternative investment opportunities without disrupting their workflow.

      • Comprehensive Reporting Feed: Automated transmission of investment, transaction, valuation, transfer, and redemption data from iCapital to Orion is enabling advisors to present alternative and traditional assets in a single report, streamlining performance views and enhancing the overall client experience.

      • Robust Tools for Success: Advisors are leveraging:

            • Extensive educational resources to master alternative investments.

            • Advanced search and filtering for private equity, private credit, hedge funds, real assets, and                      model portfolios.

            • Tailored research and due diligence tools for individual offerings.

            • Intuitive workflows to initiate and manage investments.

            • Interactive dashboards for comprehensive fund lifecycle management.

By integrating these capabilities, independent advisors can offer clients sophisticated, diversified portfolios that align with their unique financial goals, all while maintaining operational efficiency.

Advancing the Independent Advice Industry

This collaboration is strengthening the independent advice industry by leveling the playing field. Independent advisors can now access institutional-grade tools and alternative investment opportunities previously out of reach. The integration reduces administrative burdens, allowing advisors to focus on client relationships and strategic planning. By streamlining access to alternatives, Orion and iCapital empower independent advisors to compete with larger institutions, attract high-net-worth clients, and drive industry innovation.

iCapital’s Perspective

“Our enhanced integration with Orion illustrates our commitment to helping advisors better serve clients through easier access to alternative investments,” said Steve Houston, Managing Director and Co-Head of iCapital Solutions. “With single sign-on to the iCapital Marketplace, unified reporting, and a full suite of tools, advisors can manage the investment lifecycle with greater efficiency and insight.”

Orion’s Premier Partnership Program

This deepened integration is part of Orion’s Premier Partnership Program, a strategic initiative to collaborate with select industry leaders like iCapital to deliver cutting-edge solutions for advisors.

About Orion

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, our brand entities—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO—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. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms⁴ rely on Orion’s technology to power their businesses and win for investors. Learn more at orion.com.

Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC (“OPS”) and TownSquare Capital, LLC (“TSC”) on their proprietary platforms, assets in proprietary and third-party models made available through OPS’s Communities platform, and assets in OPS’s proprietary models managed on third-party platforms.

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