Wealthtech Orion Advisor Solutions will give clients access to alternative investments through a partnership with CAIS Solutions.
“We are excited to integrate with CAIS to provide access to alternative investment strategies from leading asset managers,” Orion CEO Natalie Wolfsen said in a statement. “CAIS is consistent with Orion's commitment to supporting the independent advisor community, given their industry-leading technology, broad fund selection, robust online education platform, deep technology integrations and independent relationships due diligence with Mercer.”
Orion's Wealth Advisory and OCIO clients will have access to private equity, private debt, private real estate and hedge funds. In addition, there are plans to add access to Orion Portfolio Solutions and Orion Advisor Technology clients in the near future.
“As advisor demand for alternatives continues to grow, we remain laser-focused on delivering best-in-class technology solutions that enable a seamless alternative investment experience for the independent wealth ecosystem,” CAIS COO Brendan said in a statement. Cuddihy. “This collaboration with Orion ensures that advisors using their platform have access to the necessary tools needed to reap the potential benefits of alts and meet client demands.”
Also, special added new features to its CAIS Solutions platform last fallallowing advisors to manage alternative investments in one place, including those sourced from the CAIS market, but also those purchased directly from managers or sourced on other alts platforms.
After one period of growth marked by acquisitions, Orion has been focusing on integrations for the past two years. This stretch also included former CEO of AssetMark Wolfsen succeeding Eric Clarke.