Build Your Business, Preserve Your Legacy

Build digital asset that can thrive for generations

Prospect. Plan. Create. Achieve.

Power Your Growth with Automated Investments Group

Dynamic Partnership Model

Our client-centric framework allows you to attract new business, integrate comprehensive strategies, and work toward your individual goals in building a thriving digital asset.

Prospect

Seamlessly drive growth by attracting and engaging clients through tailored strategies that integrate directly with our Digital asset management process, ensuring scalable success and long-term profitability.
Plan
Empowering entrepreneurs with a modern, collaborative approach to Amazon private label business planning, enabling comprehensive strategies for long-term success and growth.
Invest
Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans.
Achieve
Equipping our clients with the resources and insights needed to showcase the success of their Amazon private label ventures, fostering growth and maximizing business potential.

Who We Serve

Ambitious Entrepreneurs

Business Owners

Investors

Online sellers

Brands

Our Technology

Tech that Gives You the Edge

Logistic CRM

Streamline your operations — not your efforts — with the #1 logistics CRM designed to optimize inventory, fulfillment, and shipping in real-time.

Portfolio Accounting

Maximize your time and scale your back-office with the #1 portfolio accounting solution used by advisors.

Inventory Engine

Inventory Engine, featuring tools for demand forecasting, supplier optimization, automated replenishment, and real-time stock tracking to keep your supply chain running smoothly.

Business Capital

Join the 80% of businesses accelerating growth by accessing smarter funding through business capital solutions

Risk Intelligence

Understand risk and uncover opportunity.

Trusted Partners

Connect with the tools your team uses every day.

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We're Here to Fuel Your Success

Powering Advisors. Winning for Investors.

Key Offerings: OCIO

Growth, Fueled.

Take back time in your day and get the horsepower and team to win more — and bigger — business, faster.

Portfolio Construction

Get optimized, customized portfolios for every one of your clients.

Trade Desk

Leverage an experienced team to streamline trade operations.

Wealth Advisory

Grow your business with exceptional wealth experiences for high-net-worth investors.

Custom Indexing

Create truly personalized, tax-efficient client portfolios.

Our Stats

Automated Investments Group at a Glance

300+

entrepreneurs trust FBA Navigator to scale their Amazon private label businesses.

99%

Over 99% of our clients achieve timely product launches and inventory readiness on Amazon.

90%

of support requests are addressed within one minute.

85%

More than 85% of Amazon top sellers trust us to optimize their private label businesses.

#1

Ranked #1 in 2023 for comprehensive Amazon private label management and client success strategies.

100%

Automated Investments Group data is accessible through real-time dashboards, enabling seamless business insights and decision-making.

95%

of our clients continue with us—a testament to our commitment to their success and growth. ³

Check This Out: Automated Investments Group

Private Label Tools Scale Your Brand. Maximize Profits. Simplify Everything.

Effortlessly manage product sourcing, marketing, and sales with our all-in-one solution designed to streamline your Amazon private label journey.

Not Sure Where to Begin?

Get in touch with our team to learn more about the solutions and services provided by Orion.

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Solutions

Business Capital

1073-OAS-4/17/2023

This website is intended for investment professionals only. It is not intended for use by private investors.

Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.