Orion

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://bit.ly/4bZFz1v

It may not get the headlines, but portfolio accounting is at the core of efficient operations. In part six of our 2026 Wealthtech Outlook series, we dive into why portfolio accounting plays such a critical role in reducing friction, improving data confidence, and supporting scalable growth. Discover why it should be at the center of your tech strategy. 🎯 https://bit.ly/4dhuPN0

🏒 Markets don’t wait for certainty. Even with war in the Middle East, elevated oil prices, rising inflation expectations, and weak consumer sentiment, the S&P 500, Nasdaq, and Russell 2000 have all rallied more than 12% in recent weeks. Why? Because markets tend to skate to where the puck is going — not where it has been. That could mean investors are looking past today’s headlines and toward something better: easing inflation pressure, resilient earnings, steady credit markets, a stronger consumer than sentiment suggests, and a less disruptive path forward for AI and geopolitics. 👇 So what do you think the market is pricing in?

We’re proud to share that Orion has been named a finalist across multiple categories in the 2026 InvestmentNews Awards, with finalists announced ahead of the June ceremony. 👏 Congratulations to: 󠁯•󠁏󠁏 Natalie Wolfsen – CEO of the Year •󠁏󠁏 Daniel Crosby, Ph.D. – Finfluencer of the Year •󠁏󠁏 Orion – WealthTech Provider of the Year These recognitions reflect the strength of our leadership, the impact of our firm, and our continued focus on helping advisors grow, scale, and deliver better outcomes for their clients. We’re honored to be recognized alongside so many leaders across the industry and look forward to the awards ceremony in June. 🔗 View the full list: https://bit.ly/4cckTUa

🚀 Ready to unlock the power of AI inside Orion? Join us on April 23 at 2:00 PM CDT for a hands-on session that demystifies Orion’s latest AI-powered tools—Report Assistant and Query Studio. Whether you're just getting started with AI or looking to optimize your reporting workflow, this webinar will show you how to turn data into actionable insights faster than ever. You’ll learn how to: - Build reports quickly with Report Assistant - Ask strategic questions using Query Studio - Reduce manual effort and uncover deeper insights - Apply real-world use cases to your everyday workflows Step confidently into the future of reporting and make smarter decisions today. 🔗 Register now: https://bit.ly/4vCmfiE

Financial advisors are surrounded by data, but too often it goes underutilized. This leads to missed follow-ups, delayed client engagement, and opportunities slipping through the cracks simply because there aren’t enough hours in the day. That’s where DataDasher comes in. Built specifically for financial advisors and embedded directly into the Orion and Redtail ecosystem, DataDasher turns everyday client conversations, meeting notes, and interactions into structured actionable intelligence. Instead of reactive workflows, DataDasher helps advisors move proactively: identifying life events, sentiment shifts, and planning opportunities as they happen, not weeks later. By embedding intelligence directly into the advisor workflow, firms can: • Surface meaningful client engagement opportunities in real time • Detect changes in client priorities and act before they become urgent • Eliminate manual data review and reduce missed follow-ups • Proactive alerts so you reach out before clients even ask • Pre-meeting briefs automatically generated from connected data context • Live note-taking with instant sync into Redtail • AI that surfaces life events, sentiment shifts, and planning opportunities in real time • “Ask anything” across your entire client history with immediate answers Available within the Orion ecosystem, DataDasher helps advisors move from data overload to clear, proactive next steps so they can focus on delivering exceptional client experiences. From pre-meeting prep to post-meeting follow-up, everything is fully automated, fully synced, and built for how advisors actually work. See the benefit of DataDasher firsthand from Kevin Beard of WealthVest. Less admin. More client time. Stronger relationships. Ready to learn more? Book a demo here: https://lnkd.in/gZBR_M9R #WealthManagement #FinancialAdvisors #FinTech #ArtificialIntelligence #ProactiveAdvice #ClientEngagement #AdvisorTech #DataDasher

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://bit.ly/4bZFz1v

🚀We’re excited to welcome Jeff Schwantz as Executive Vice President of Wealth Management Sales at Orion. With nearly 30 years of experience across fintech and wealth management, Jeff will lead our sales organization as we continue to support advisors looking to scale growth, expand capacity, and deliver more personalized outcomes for clients. As advisor demand accelerates, he will focus on helping firms leverage Orion’s connected platform – bringing together technology, investment solutions and data – to grow without adding complexity. We’re excited for what’s ahead: https://bwnews.pr/4tQ5dfh

For growth-minded RIAs, the goal isn’t just to add more tools — it’s to build a tech foundation that supports growth without adding complexity. ✅ In part five of our 2026 Wealthtech Outlook series, we look at what growth-minded firms should be evaluating when choosing technology to scale effectively and serve clients better. 🙋 Start asking the right questions about how technology fits into your business model. Learn how: https://bit.ly/48brD1Z

Evaluating wealthtech isn’t just about checking off features. It’s about finding technology that fits how your firm operates and scales. In part four of our 2026 Wealthtech Outlook series, we explore four critical questions firms should ask when evaluating their tech stack to reduce friction, enhance efficiency, and create more usable capacity for growth. Get the full list of questions and start evaluating your tech with smarter insights. 💡 https://bit.ly/3OeQOdd