Orion Integrates BlackRock, Fidelity, Vanguard Models into Its Portfolio Program
Wealthtech platform Orion has added models from BlackRock, Fidelity Investments, and Vanguard to its Tailored Allocation Portfolios program. The initiative pairs third-party investment strategies with Orion's custom indexing technology to offer tax-efficient portfolio personalization at scale. The program allows advisors to transition client assets—especially those in concentrated positions or legacy holdings—into model portfolios that optimize after-tax outcomes. A recent Fuse Research Network report highlighted strong demand for tax loss harvesting among clients, particularly from high-asset advisors managing $500 million or more. Orion's own survey found over half of its respondents planning to expand their use of tax optimization services in the next five years. Vanguard recently launched custom models across multi- and single-asset strategies while Fidelity introduced turnkey private market-focused models earlier this year, reflecting broader industry trends toward tailored portfolio solutions.
Topics: model_portfolios portfolio_customization tax_optimization