Orion, the leading wealth tech provider for fiduciary advisors, is rolling out new offerings designed to give advisors greater flexibility in managing their business.
The fintech firm, whose platform includes a reported $4.3 trillion in assets and 2,300 independent advisory firms, says its new options will enable advisors to customize their approach, selecting from a range of fully insourced to fully outsourced technology and wealth management solutions.
“By offering a unified, flexible ecosystem of offerings where every firm can do business with us as they see fit, we aim to provide unrivaled opportunity to all advisors, no matter their size or business model, to set their growth plans and scale their business on their terms,” Natalie Wolfsen, CEO of Orion, said in a statement.
Earlier this year, Orion began its initiative to increase flexibility by offering its risk and compliance supervision services as standalone solutions. Building on this, the company plans to introduce a standalone trading solution later this summer.
The yet-to-be-launched offering includes an integrated trading and rebalancing solution, featuring an advanced portfolio rebalancing engine and an order and execution management system. Additionally, it will provide direct custodian feeds, data reconciliation, and access to various tools including a due diligence hub and custom indexing feature.
Orion also announced its new Foundation Stack, a bundled solution targeted primarily at smaller RIA firms and those new to the RIA space. With discounted rates for certain users, it includes a client portal and mobile app, Orion’s planning and alternative investment platforms, and portfolio accounting, among other functionalities.
Advisors using the Foundation Stack will also gain access to other offerings including custom indexing, OCIO, outsourced trade desk, and professional services such as alternative maintenance.
“To continue meeting advisors where they are in their growth journey, we strive to ensure we’re always learning from them,” said Brian McLaughlin, president of Orion Advisor Tech. “We remain ahead of the competition by understanding the challenges our advisors face and identifying areas of opportunity."
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