At its annual Ascent conference, Orion unveiled plans to significantly advance its Unified Managed Household strategy, expanding advisors’ ability to manage client assets across entire households within a single, coordinated framework. The enhanced Unified Managed Household service, set to launch in 2026, is designed to help advisors scale their practices more efficiently while delivering personalized, household-level guidance.
The roadmap is being rolled out in phases, with Orion nearing completion of a key milestone: its Unified Managed Account tax overlay technology. This capability will form the foundation of household-level portfolio management by strengthening tax-efficient trading and expanding Orion’s existing household management tools. Once available later this year, the expanded architecture will represent a meaningful evolution of the company’s portfolio management and tax-aware capabilities.
The upgraded framework incorporates Orion’s proprietary optimization technology and builds upon its Custom Indexing solution and trading tools. The broader functionality will allow advisors to scale across multiple accounts and registrations within a household, supporting tax overlay, cash and risk management, and values-based investing strategies.
Unified Managed Household will integrate AI-powered custodian statement analysis, AI-generated proposals with tax overlay, and streamlined digital account opening. By enabling advisors to manage both taxable and non-taxable accounts in tandem, the platform aims to optimize asset location, reduce tax drag, and align investment decisions with broader household objectives.
According to Orion’s 2026 Advisor Wealthtech Survey, 84% of advisors say managing an entire client household through a single coordinated portfolio would be valuable, with 48% citing the potential for significant value creation. Advisors identified holistic client engagement at 45%, tax efficiency at 29%, and asset placement at 28% as the primary benefits of household-level portfolio management.
Looking ahead, 52% of advisors expect to expand their use of tax-optimization services over the next five years, while 46% anticipate increasing adoption of direct indexing platforms and 42% plan to adopt or expand use of Unified Managed Household solutions. Nearly one-third of advisors say expanding tax-efficient, customized investment solutions is a key priority for 2026.
Orion provides a technology-enabled fiduciary process designed to transform the advisor-client relationship by allowing financial advisors to prospect, plan, invest, and track outcomes within a connected digital experience. Its combined brand entities include Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, creating an integrated offering for advisory firms. As of December 31, 2025, Orion services $5.8 trillion in assets under administration and $133 billion in wealth management platform assets, supporting more than 8 million technology accounts and thousands of independent advisory firms. Seventeen of the Top 20 Barron’s RIA firms rely on Orion’s technology.
KEY QUOTE:
“Unified Managed Household puts advisors firmly in the driver’s seat, giving them real-time visibility and control across the full household portfolio so they can manage accounts, strategies, and tax exposure in a more coordinated fashion. With seamless connectivity to Orion’s trading, planning, and data capabilities, UMH helps advisors provide more personalized advice focused on after-tax outcomes, and greater confidence that every decision supports a family’s long-term goals.”
Ron Pruitt, President Of Orion Wealth Management
