Orion Launches Digital, Dynamic New Account Opening to Accelerate Speed to Advice Through Intelligent Workflows

Goldman Sachs Custody Solutions is Orion’s first custodian to go live on the new experience

OMAHA, Neb.--(BUSINESS WIRE)--Orion announced today the launch of its Dynamic New Account Opening tool to support digital account opening within the Orion Advisor Portal.

Advisors can now open accounts with Goldman Sachs Custody Solutions (GSCS) directly within the Orion experience. GSCS is Orion’s first custodial provider integrated for this digital account opening enhancement. The end-to-end integration is now available to Orion Advisor Technology clients who custody with GSCS. It will be available to Orion Portfolio Solutions clients later this summer and to additional custodial partners later this year, reflecting Orion’s flexible, multi-custodial approach.

To support a key advisor workflow, Orion’s Dynamic New Account Opening provides:

• A faster, more intuitive, digital account opening experience within the Orion Advisor Portal
• A dynamic workflow that adapts based on account type, household structure, and custodian
• Centralized data capture that eliminates duplicate entry
• Choice of either DocuSign e-signature or fully digital experience to streamline completion
• Real-time digital account opening through direct custodian API integrations

“Orion collaborated closely with Goldman Sachs Custody Solutions through two hackathons in 2025 with one goal: streamlining the account-opening process and improving efficiency for advisors,” said Todd Bertucci, Executive Vice President, Orion Advisor Technology. “By leveraging AI at the hackathons, we were able to quickly streamline the account-opening process and automate key workflows. This is a meaningful step toward modernizing account onboarding and reducing friction where it matters most.”

Expanded Collaboration with Goldman Sachs Custody Solutions

Orion continues to expand its long-term collaboration with GSCS through deeper platform integrations. GSCS is now a custodial provider for Orion OCIO, Orion Custom Indexing, Orion Portfolio Solutions clients, and Goldman Sachs Asset Management is a fixed income SMA provider on Orion’s platform.

“This integration showcases the power of our custody platform’s open architecture and API-driven design providing RIAs the flexibility to connect with the technology partners they choose. We’re committed to giving advisors the tools to help scale with confidence and deliver more for their clients,” said Jeremy Eisenstein, Managing Director, Head of Goldman Sachs Custody Solutions.

About Orion

Orion is a wealthtech leader, powering financial advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting¹. As of June 30, 2026, Orion services $6.6 trillion in assets under administration and $211 billion of wealth management assets, supports more than 8.6 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes².

^1T3/Inside Information Advisor Software Survey, 2026.

^22025 Top 100 RIA Firms, Barron’s, 2025.

Wealth Management assets 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 the Orion Investment Portal; assets in OPS proprietary models managed on third-party platforms; and assets associated with outsourced services provided by OPS or TSC such as trading, billing, or back office administration.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and Member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.

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