Edelman Financial Engines recently selected Orion as its primary Wealthtech Partner to enhance its advisory services. This collaboration aims to provide advanced technology for wealth planning teams. Edelman Financial Engines is a leading independent advisory firm in the United States. They are now using Orion’s connected ecosystem to streamline their daily operations. This move helps planners spend more time focusing on their clients. The firm has fully onboarded to the Orion platform for the upcoming year.
The partnership with a reliable Wealthtech Partner allows for better system integration. Orion provides a unified system that supports scalable growth and efficiency. Their suite includes portfolio management and trading tools for easy rebalancing. It also allows for real-time data sharing across various cloud environments. Planners are now capable of aggregating all client data and communication on a single portal for proactive, personalized service to each investor.
“This collaboration gives us an opportunity to better integrate our systems and strengthen the tools our planners rely on,” said Matt George, senior vice president at Edelman Financial Engines. “We’re fully onboarded to Orion’s platform and excited to accelerate our efforts in the year ahead.”
Strategic Support for Scalable Financial Advice
Orion focuses on simplifying complexity for financial advisors across the country. As a Wealthtech Partner, they help firms stay centered on the people they serve. This collaboration reflects a shared commitment to better digital workflows. It also aims to deliver meaningful outcomes for wealth management clients. Orion currently services approximately $5.8 trillion in assets under administration.
“Edelman Financial Engines has long been a leader in delivering high-quality, human-centered financial planning at scale. Our focus at Orion is to simplify complexity so advisors can stay centered on the people they serve,” said Natalie Wolfsen, CEO of Orion.
The unified experience is designed to increase advisor productivity significantly. It also enhances the overall quality of client service. Many top RIA firms rely on Orion’s technology to power their businesses. This new alliance strengthens the position of both companies in the fintech industry. They will work side by side to scale their impact.
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News Source: Businesswire.com
