The new firm creates an opportunity for advisors to take control of their future, ensuring they are positioned to capture the full value of their income and equity while enjoying state-of-the-art support.
Annuities and insurance have long been staples of wealth management, but for too long, these items have been stuck in the financial planning shadows; they’ve been treated as extras instead of essentials. SS&C’s Black Diamond® Wealth Platform is changing that.
“At Orion, we’re dedicated to equipping advisors with the personalized tools they need to deliver bespoke experiences—an essential advantage when serving high-net-worth investors and multi-family offices.”