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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
