Orion WealthTech
@orionwealthtech
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Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ
United States
Joined April 2009
“We’re the R&D arm of every advisor we serve.”.CEO Natalie Wolfsen in @ThinkAdvisor. Read the full article to see how we’re fueling the future of wealthtech.
thinkadvisor.com
Assets served by advisors using the firm's technology have grown 35% since 2023.
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What a day! 💙. Thanks to everyone who joined TeamUp for TeamMates — your support makes a real difference. See sponsors + highlights → #TeamUpForTeamMates
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New User Training Series:.🔗 General Navigation: 🔗 Portfolio Audit + Queries & Reporting: 🔗 Enhancing Client Engagement: 🔗 Feature Spotlight - Unlocking the Power of Custom Imports:
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🎓 September Learning at Orion:. 📅 Sept 9: Product Roadmap → 📅 Sept 9: Eclipse & Alts → 📅 Sept 18: Fixed Income → 🔧 Plus: 4-part Orion Tech New User Series all month 👇.
oriontechcrosssell.wistia.com
Fixed income remains a powerful tool for stability, income generation, and diversification—but navigating today’s credit markets requires a refined approach. In this session, the Orion Fixed Income...
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We've teamed up with MassMutual to launch the WMS-Orion platform — a transformative solution for financial professionals affiliated with MassMutual 🚀 .✅ Integrated workflows.✅ Scalable back-office support.✅ Custom portfolio flexibility.Read more here:
businesswire.com
MassMutual, a leading mutual life insurance and financial services company, and Orion, a premier provider of wealthtech solutions for financial advisors and ...
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AI isn’t our future — it’s our NOW. Natalie Wolfsen & Reed Colley spoke with @CitywireRIA about how Orion is making AI the primary driver of value. See what’s next:
citywire.com
Top executives, including CEO Natalie Wolfsen, said Orion plans to roll out 'next-best-action' solutions for advisors and will open an innovation lab facility in San Francisco.
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In @ThinkAdvisor, Natalie Wolfsen & Reed Colley share how Orion is tackling AI head-on — not with fear, but focus. See how we’re investing in the future:
thinkadvisor.com
Some skepticism is understandable, Orion CEO Natalie Wolfsen says, but ignoring the tech is an unviable path.
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💭 “I have $2.2M and mostly invest in ETFs. Do I really need to pay someone 1%?”. When investing seems simple, many miss the invisible complexity — and opportunity. 💡 What’s your go-to way of framing advisor value beyond the portfolio?. #InvestorInsights.
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📝 In a new piece for @wealth_mgmt, Orion CEO Natalie Wolfsen shares why personalization at scale is the next frontier in wealth tech — and how Orion is making it possible. Read her take:
wealthmanagement.com
Wealth management firms must combine behavioral insight, client data, and technology to deliver personalized experiences that meet evolving investor expectations.
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🚨 Last chance!. Join TeamUp for TeamMates this Saturday (or virtually). Every step supports local student mentoring. Sign up → #TeamUpForTeamMates
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For Mike Klauke, planning isn’t about spreadsheets — it’s about showing up for clients in life’s biggest moments. 💬 “I didn't want to do the back-office stuff.”. Streamlining ops gave Mike time to grow his practice and deepen his impact.
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We are partnering with @GiftingNetwork to give advisors white-labeled donor-advised fund solutions that align wealth with values and build multigenerational relationships. Join our webinar "The Donor’s Mindset" on Aug 20 at 2 PM ET to learn more: 👇 .
oriontechcrosssell.wistia.com
What truly motivates people to give? Join behavioral finance expert Dr. Daniel Crosby and Orion charitable partner GiftingNetwork for a compelling conversation that delves into the psychology of...
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$5.2T in AUA. $100+B on platform. But the real win? The advisors we support, the investors they serve, and the Orion team behind it all. Here’s to the outcomes behind the numbers — and the people making them happen. 🎂 #OneOrion.
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4 CE-eligible courses. 1 goal: Help you grow — smarter. 📚 August Advisor Academy lineup:.💼 5 Questions for Business Owners.🧠 All is Mind.📈 Applied Behavioral Finance.🗣 Persuasive Client Comms. Register today. Learn more →
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Orion has officially landed in Lehi, UT! 🌟. Our new office in the heart of Silicon Slopes blends innovation, flexibility & culture — complete with open workspaces, a fire pit, bike shed & a pickleball court. Read all about our new space here:
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Our investor survey results show clients don't just want portfolios. 🧾 26% of investors want tax prep, only 23% of advisors offer it.📉 27% want estate planning help, only 35% get it.💰 25% want tax-efficient investing, only 37% get it. 📊 More insights:
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Faster load times. Smarter workflows. Real collaboration. Redtail recently unveiled:. ⚡️ Major performance upgrades.🧪 New Early Access program.📬 Roadmap transparency + user feedback channels. See how we’re evolving — with you:
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⏳ Countdown’s on!.Join us Aug 23 for TeamUp for TeamMates — walk, run, or cheer virtually to support local mentoring. Register → #TeamUpForTeamMates
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Want stronger engagement, less decision fatigue and better follow-through? It starts with understanding a client’s “why.” Our Chief Behavioral Officer, @DanielCrosby, breaks it down in @FAMagazine. 📖 Read more:
fa-mag.com
Helping clients discover their "why" can turn the financial planning process into a rewarding journey.
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We’re as much a life coach, education counselor, and therapist as we are investment advisors.”. Neal Carlson shares how Forthright Family Wealth is combining high-touch service with Orion’s tech to support UHNW clients through every life stage. 🎥
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Honored to have Orion represented in three categories among the 2025 @InvestmentNews Women to Watch Awardees — a powerful group shaping the future of finance. 👏 See the full list: #INW2W
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