Orion WealthTech

Power your growth and scale your business with Orion’s fully connected technology and investment solutions.

[Orion WealthTech @orionwealthtech]

“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. https://t.co/TYy17Lk6qI

[Orion WealthTech @orionwealthtech]

Monte Carlo analysis shouldn't feel like digital spaghetti. 🍝 Orion Planning's new Market Scenarios tool turns complex retirement data into real conversations your clients actually connect with. Watch and see how it works!

[Orion WealthTech @orionwealthtech]

High-net-worth clients need more than a great portfolio. Join us June 11th at 2pm ET to explore the behavioral finance strategies that deepen HNW relationships and see how Orion Planning puts those tools to work for you. Register now: https://t.co/jr2mJA6m62

[Orion WealthTech @orionwealthtech]

Registration is open for Eclipse University in Salt Lake City on August 26.

Join us for hands-on Eclipse training, expert-led sessions, 1:1 consultations, and practical guidance.

Early Bird ends June 26 — register now to save $100.
https://t.co/HdZYVLmPxY

[Orion WealthTech @orionwealthtech]

Investor sentiment and market fundamentals do not always move together.

Nolan Mauk explores why today’s mix of cautious sentiment, economic resilience, and uncertainty may be creating opportunity for advisors.

Read more: https://t.co/l1ZNZpbT2J

[Orion WealthTech @orionwealthtech]

Registration is now open for Redtail University in Salt Lake City on August 25.

Join us for a full day of hands-on Redtail training built around real advisor and operations workflows.

Early Bird pricing ends June 26 — register now and save $100.
https://t.co/fKKDUTTykM

[Orion WealthTech @orionwealthtech]

AI conversations in wealth management move fast. Practical guidance matters.

Orion’s AI Resources Hub brings together insights and thought leadership to help firms think strategically about AI, efficiency, and the future of wealthtech.

Explore more: https://t.co/CKDuDiBg5B

[Orion WealthTech @orionwealthtech]

In observance of Memorial Day, Orion’s offices will be closed.

We pause today to honor and remember those who made the ultimate sacrifice in service to our country.

Normal business hours will resume on the next business day.

[Orion WealthTech @orionwealthtech]

Inflation data matters. But sometimes the bond market’s reaction matters even more.

Ryan Dressel explores what inflation trends, Treasury yields, and bond market behavior may be signaling about investor expectations and the path forward for markets.

👉 https://t.co/YscF9a7oLF

[Orion WealthTech @orionwealthtech]

Institutional investing principles are no longer just for institutions.

Ben Vaske explores how Orion’s investment framework combines disciplined portfolio construction with more individualized solutions for investors.

Read more: https://t.co/fY6KwzTi0s

[Orion WealthTech @orionwealthtech]

🎉 We’re excited to welcome Yi-Ching Wu, EVP of Wealth Management Product & Platform at Orion.

Yi-Ching will help advance tools, investment solutions & connected workflows advisors need to scale personalization, improve efficiency & better serve clients.

https://t.co/Nvmtt4izcU

[Orion WealthTech @orionwealthtech]

Personalization and scale do not have to be at odds.

Orion’s Tailored Allocation Portfolios (TAP) help advisors bring together personalized, tax-aware investing and the efficiency of model management.

Learn more: https://t.co/n0vdybdjYW

[Orion WealthTech @orionwealthtech]

The wealthtech conversation is shifting. In 2026, it’s about creating more capacity, not just adding more tools.

Explore Orion’s 2026 Advisor Wealthtech Survey and a seven-part series on reducing friction and scaling growth.

👉 Explore the resource hub: https://t.co/kgzvRQJ1ET

[Orion WealthTech @orionwealthtech]

All-in-one vs. best-of-breed: which is right for your firm?

In the final part of our Wealthtech Outlook series, we explore the tradeoffs and how to evaluate tech based on your firm’s needs.

👉 Read on: https://t.co/PvY8Jknc2J

[Orion WealthTech @orionwealthtech]

Have you checked out Orion's new AI Reporting Suite yet? 👀

Our AI-powered Query Studio and Report Assistant make the busy work simple, all so you can get back to your clients.

If you haven't read the blog yet, take a few minutes to read it now. 👉 https://t.co/jpp9I2q0i1

[Orion WealthTech @orionwealthtech]

Portfolio accounting is at the heart of scalable operations. 💙

In part six of our Wealthtech Outlook series, we explain why it’s crucial for reducing friction and supporting growth.

https://t.co/LEla2YG7cA

[Orion WealthTech @orionwealthtech]

Big moment for Orion 🎉

Finalists in the 2026 InvestmentNews Awards:
•Natalie Wolfsen: CEO of the Year
•Daniel Crosby: Finfluencer of the Year
•Orion: WealthTech Provider of the Year

Proud to be recognized alongside top industry leaders!
🔗 Full list: https://t.co/gpDe7IDUF5

[Orion WealthTech @orionwealthtech]

💡 Ready to turn your Orion data into insights?

Join us on April 23 at 2:00 PM CDT for a live webinar on Report Assistant and Query Studio — Orion’s newest AI-powered tools. Learn to streamline reporting and unlock faster insights.

🔗 Register now: https://t.co/Q7pfGUvSaA

[Orion WealthTech @orionwealthtech]

Less time navigating reports. More time focused on clients.

Orion’s new AI Reporting Suite — including Query Studio and Report Assistant — is designed to help advisors simplify reporting workflows and work more efficiently.

Read the blog to learn more 👉 https://t.co/jpp9I2q0i1

[Orion WealthTech @orionwealthtech]

We’re excited to welcome Jeff Schwantz as EVP of Wealth Management Sales.

Jeff will lead sales strategy to accelerate growth, deepen advisor partnerships, and drive adoption of Orion’s wealth management platform 🚀 https://t.co/cc535jeNsa

[Orion WealthTech @orionwealthtech]

Growth-minded RIAs need more than just more tools — they need the right tech to scale.

In part five of our Wealthtech Outlook series, we explore what RIAs should look for in technology to support growth.

Learn how: https://t.co/oQHdPVJmkJ