FP Alpha, an AI-driven advanced planning platform for financial advisors, today announced its new integration with Orion Advisor Solutions, a provider of wealthtech solutions for fiduciary advisors.
"Our clients have been asking us about an integration with market leader, Orion, for a while now and we are so pleased that this is now LIVE," Rachel Schwab, Product Manager for FP Alpha, said in a press release. "This integration is saving advisor’s time as there is no need to manually enter client data. Advisors who work with Orion can easily utilize our Tax and Estate Snapshots and the platform as a whole, with their entire client base, providing advanced planning at scale.”
"We are excited about our partnership with FP Alpha,” Trent Mumma, chief product officer of Orion Advisor Solutions, added. “This integration marks a significant step in our commitment to equipping fiduciary advisors with time-saving tools that help achieve better outcomes for investors. Tax and estate planning are critical components within the delivery of holistic advice, and we look forward to leveraging FP Alpha’s resources.”
The release explains how the integration pulls in client information and data advisors already have in Orion. Every client imported will show up on FP Alpha’s General Questionnaire already filled out, from demographics to asset data including name, gender, family information, state of residence, occupation, net worth, and assets.
With more clients looking to their advisors to provide comprehensive services such as tax, estate and insurance, the FP Alpha platform aims to assist advisors in doing this in a scalable and efficient way by saving time on the set-up process, which includes the inputting of client information.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
