Fintech bytes: Orion and eMoney add new planning, investment tools for RIAs

Orion and eMoney both rolled out updates this week aimed at enhancing how RIAs manage investments and deliver financial plans to clients.

Orion announced that a suite of separately managed accounts and model portfolios from JPMorgan Asset Management is now available on its platform. The additions include five equity SMAs and two sets of exchange-traded fund model portfolios – strategic and tactical – tailored to different investment objectives and market conditions.

The SMAs include large cap growth, equity income, growth advantage, large cap leaders and US equity strategies. All are accessible through Orion’s Unified Managed Account portfolio structure.

Ron Pruitt, president of Orion Wealth Management, said the expanded menu strengthens advisor choice and customization.

“By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence,” he said in a statement unveiling the new relationship.

Stephen Kaplan, head of customized solutions at JPMorgan Asset Management, said the expanded collaboration with Orion “[brings] the strength of our investment capabilities to more RIAs through SMAs and model portfolio solutions.”

The new offerings add to an already crowded field in the ETF model portfolio space, where leading asset managers like BlackRock, Fidelity, and Capital Group have already made an impression and taken market share.

Separately, eMoney Advisor released Presentation View in its Decision Center software, allowing advisors to build and deliver financial plans more efficiently across advisor and client portals.

The new feature supports real-time collaboration and offers a consistent user interface. With one click, advisors can now move from planning discussions within Decision Center to sharing the plan in the client-facing My Plan portal.

eMoney, the Fidelity-owned financial planning software provider, said the tool supports personalized, template-based presentations and improves workflow by cutting down on manual steps. Currently, 20 different report types can be shared through Presentation View.

The update builds on eMoney’s 2024 launch of My Plan, which focused on modernizing plan visualization for clients. According to the company, over 109,000 financial professionals use its platform to serve more than 6 million households nationwide.

In a related move, eMoney also announced a direct integration with Zocks, the notetaking software provider that's touting its capabilities as an AI-powered client intelligence platform. The new connection enables bi-directional data sharing between Zocks and eMoney’s financial planning system.

Zocks converts unstructured data from conversations, emails and CRM records into structured client information. That data now feeds directly into eMoney’s planning tools, while facts and plan data from eMoney are returned to Zocks to support AI-generated meeting prep and communication.

Mark Gilbert, CEO of Zocks, said the integration is designed to reduce friction and speed up delivery. “Reducing that effort, automating data entry and accelerating ‘time to advice’ is critical in keeping momentum with clients,” he said.

The integration is now available to joint clients of Zocks and eMoney.