84% of advisors say the ability to manage an entire client household through a single, coordinated portfolio is valuable; four in 10 plan to adopt or expand usage of UMH over the next five years

At its annual Ascent conference, Orion today announced plans for a significant advancement in its Unified Managed Household (UMH) strategy, which will allow advisors to manage client assets across the full household. This expanded UMH service, launching in 2026, will help advisors grow and scale their businesses efficiently while delivering deeply personalized, household-level guidance for clients.

UMH is being delivered through a phased roadmap, and Orion is nearing completion on a critical piece: its Unified Managed Account (UMA) tax overlay technology, which will serve as a foundation for household-level management. When UMH is available later this year, this advancement of Household Management and tax-efficient trading will represent a meaningful expansion of Orion’s existing household-level portfolio management and tax-aware capabilities.

The enhanced UMH architecture, inclusive of Orion’s own proprietary optimization technology, will extend the power of Orion’s current Custom Indexing solution and trading tools, expanding into broader capabilities to scale across accounts and registrations within a household for tax overlay, cash and risk management, as well as values-based investment solutions.

Orion’s UMH will combine AI-powered custodian statement analysis, AI-generated proposals with tax overlay, and streamlined digital account opening – helping advisors deliver tailored solutions to more clients, faster. It also enables advisors to manage both taxable and non-taxable accounts together, optimizing asset location, minimizing tax drag, and aligning every investment decision with the client’s broader household objectives.

“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,” said Ron Pruitt, President of Orion Wealth Management. “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.”

Advisors interested in joining Orion’s UMH feedback group can learn more here.

According to Orion's 2026 Advisor Wealthtech Survey, 84% of advisors say the ability to manage an entire client household through a single, coordinated portfolio would be valuable, with nearly half (48%) noting this capability’s potential to offer significant value. When asked about the primary benefits of household-level portfolio management, advisors cited:

• achieving a more holistic engagement with clients and their investments (45%)
• tax efficiency (29%)
• placement of assets (28%)

Looking ahead, advisors expect to expand their use of tax-optimization services (52%), direct indexing platforms (46%), and UMH (42%) over the next five years. Nearly one-third of advisors (31%) say expanding tax-efficient, customized investment solutions is a key priority for 2026.

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets (as of December 31, 2025), supporting over 8 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2025 Top 100 RIA Firms, Barron's, 2025.

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Wealth Management Platform 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, and assets in OPS's proprietary models managed on third-party platforms.

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.

Orion Custom Indexing is offered by Orion Portfolio Solutions, LLC a registered investment advisor.

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