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  5. Orion Custom Indexing: The Launch of Story Path Technology Solution

Orion Custom Indexing: The Launch of Story Path Technology Solution

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22 June 2023
Ashley Longabaugh

Abstract

The usability and integration of direct indexing solutions into existing advisory platforms is an area of focus for wealth and asset managers. As use cases for direct indexing expand, so, too, will the need for technology capable of robust data gathering and integration.

Celent's Solution Brief highlights Orion’s newly launched Custom Indexing Solution which is designed to simplify the custom portfolio construction and tax transitioning processes for financial advisors. The solution addresses a gap in the marketplace - most direct indexing offerings are product-focused, rather than technology-focused. Orion’s goal with its new technology is to democratize the tools that would otherwise only be available to professional asset managers, while still keeping the process simple and scalable for advisors.

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