The update strengthens personalised portfolio construction by combining external strategies with custom fund and indexing capabilities.
Orion Advisor Solutions (Orion), a Nebraska-based financial technology and investment services company, has expanded its Tailored Allocation Portfolios by adding model portfolios from BlackRock, Fidelity Investments and Vanguard. It introduced Tailored Allocation Portfolios in October 2025 The expansion integrates third-party strategies with Orion’s custom indexing technology to support tax-smart transitions and personalised portfolio construction across custom exchange-tr