Orion WealthTech
@orionwealthtech
Followers
8K
Following
6K
Media
4K
Statuses
11K
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.
0
1
1
🚨 CFPs: Need Ethics CE?. Our newly updated CFP® Ethics course is live on the Orion Advisor Academy — and it’s FREE. ✅ 2 hours CE.✅ Updated for 2024 standards.✅ Free for all advisors (not just Orion clients). 🎓 Get started:
0
0
0
This Labor Day, we’re celebrating the advisors who serve with heart — and the teams who support them behind the scenes. Your work matters. Your impact lasts. 👏.Happy Labor Day from all of us at Orion.
0
0
0
What do HNW investors want?. 🩺 38% want healthcare planning.❤️ 29% want charitable giving advice. Most aren’t getting it from their advisor. The takeaway? Serve the whole person, not just the portfolio. 📊 More from our survey:
0
0
0
What a day! 💙. Thanks to everyone who joined TeamUp for TeamMates — your support makes a real difference. See sponsors + highlights → #TeamUpForTeamMates
0
1
1
New User Training Series:.🔗 General Navigation: 🔗 Portfolio Audit + Queries & Reporting: 🔗 Enhancing Client Engagement: 🔗 Feature Spotlight - Unlocking the Power of Custom Imports:
0
0
0
🎓 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...
2
0
0
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 ...
1
0
1
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.
1
0
0
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.
0
0
0
💭 “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.
0
0
0
📝 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.
0
0
0
🚨 Last chance!. Join TeamUp for TeamMates this Saturday (or virtually). Every step supports local student mentoring. Sign up → #TeamUpForTeamMates
0
0
0
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.
0
0
0
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...
0
2
2
$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.
1
0
0
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 →
1
0
0
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:
0
0
0
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:
0
0
0
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:
1
0
2
⏳ Countdown’s on!.Join us Aug 23 for TeamUp for TeamMates — walk, run, or cheer virtually to support local mentoring. Register → #TeamUpForTeamMates
0
0
0