Adding Simplicity Solutions to Orion will allow you to quickly access our roster of diligently vetted managers on our UMA platform. Simplicity Solutions offers a wide selection of quality investment options so you can tailor portfolios to meet each client’s individual needs. Simplicity Solutions’s unique modeling capabilities allow you to create scalable UMA asset allocation models that can be customized for each client’s risk tolerance but still maintain their repeatability, providing a one-time set up for controlling the application of flexible model combinations.

The Simplicity Solutions platform is flexible, customizable and simple to use. You can easily propose and implement new investment options for your clients and Simplicity Solutions will take care of allocating and trading the accounts. Our technology extends beyond maintaining your current book, we offer unique platform functionality that includes prospecting, risk tolerance and proposal capabilities to help you grow your business without a lot of overhead.

Paperwork, administrative tasks, billing… you got into this industry to help clients plan to live a full life, not to push paper. As a TAMP, our operations specialists are experts in all the back-office tasks your firm encounters and we can customize processes to fit your needs. We handle all of the billing, reporting and trading on the accounts you add to our platform so you can focus on your client’s needs and building relationships.

You do everything for your clients—from financial planning to investment selection and more. Now you can add a trusted, experienced partner to help you step away from back-office tasks, increase profitability, and spend more time engaging your clients, face to face.