Orion Adds BlackRock Fidelity Vanguard to Portfolios Platform
Wealthtech platform Orion has added BlackRock, Fidelity Investments and Vanguard models to its Tailored Allocation Portfolios program.
The program, launched in the fall of 2025, pairs third-party models with Orion’s custom indexing technology to provide tax management and personalization at scale. It runs each asset manager’s ETF and mutual fund models through the technology, including both standard and custom funds. Tailored Allocation Portfolios also allows advisors to gradually migrate assets for clients with concentrated positions, legacy holdings or unique tax sensitivities into model portfolios to improve their after-tax outcomes. According to a new report from Fuse Research Network, financial advisors say tax loss harvesting ranks as the portfolio customization capability clients most demand. Tax optimization tends to be most important for advisors serving clients with $500 million or more in assets. Orion’s own Advisor Wealthtech Survey, published in February of this year, found that over half of its 571 respondents said they planned to adopt or expand their tax optimization services over the next five years.
BlackRock, Fidelity and Vanguard have all expanded their model line-ups in recent months. Vanguard launched its first custom models just last month for both multi-asset and single-asset strategies, while in March, Fidelity launched turnkey models focused on private markets investments.
“Advisors want to build around the client in front of them without giving up the discipline of a professionally managed model,” said Ron Pruitt, president of Orion Wealth Management, in a statement. “With Tailored Allocation Portfolios, advisors can start from an investment philosophy they already trust while adapting portfolios to each client’s unique goals, preferences, and circumstances. That flexibility, combined with the ability to scale, is driving strong demand across the firms we serve.”
Tailored Allocation Portfolios are available across Orion’s advisor platforms and services and are fully integrated with Orion Custom Indexing.
