Wealthtech platform Orion has added BlackRock, Fidelity Investments and Vanguard models to its Tailored Allocation Portfolios program.

The program, launched in the fall of 2025, pairs third-party models with Orion’s custom indexing technology to provide tax management and personalization at scale. It runs each asset manager’s ETF and mutual fund models through the technology, including both standard and custom funds. Tailored Allocation Portfolios also allows advisors to gradually migrate assets for clients with concentrated positions, legacy holdings or unique tax sensitivities into model portfolios to improve their after-tax outcomes. According to a new report from Fuse Research Network, financial advisors say tax loss harvesting…