BLK · News · 20260901N
Distribution Channels and Partnerships
BlackRock, Inc. · 2026-09-01 · Importance 34 · Surprise 42 · In source text
Orion added BlackRock model portfolios to its Tailored Allocation Portfolios offering, alongside products from Fidelity Investments and Vanguard. The offering combines third-party model portfolios with Orion’s Custom Indexing technology to provide tax management and personalized investing at scale. The arrangement expands BlackRock’s access to U.S. financial advisors through Orion’s portfolio-construction and technology platform.
Key facts
- Orion added BlackRock to its Tailored Allocation Portfolios offering, allowing advisors to access model portfolios from BlackRock through Orion's service. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Orion added BlackRock to its Tailored Allocation Portfolios offering, allowing advisors to access model portfolios from BlackRock through… |