Orion has unveiled a collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE’s planning teams.
EFE, one of the nation’s largest independent wealth planning and workplace investment advisory firms, is leveraging Orion’s connected ecosystem to streamline operations, strengthen collaboration, and help planners spend more time where it matters most: with clients.
“This collaboration gives us an opportunity to better integrate our systems, strengthen the tools our planners rely on, and enhance the experience we deliver to our clients,” said Matt George, senior vice president and head of product at Edelman Financial Engines. “We’re fully onboarded to Orion’s platform and excited to accelerate our efforts in the year ahead.”
Natalie Wolfsen, CEO of Orion, added: “Edelman Financial Engines has long been a leader in delivering high-quality, human-centered financial planning at scale, and we’re proud to support the next phase of their journey. Our focus at Orion is to simplify complexity so advisors can stay centered on the people they serve. This collaboration reflects our shared commitment to personalization, better workflows, and meaningful client outcomes. We’re excited to work side by side with the EFE team to help them scale their impact.”
A Connected Platform to Power Wealth Management
Orion’s unified system can help power firms’ growth – supporting scalable integration, consistency, and efficiency. Orion’s comprehensive suite of capabilities includes:
- Portfolio management and trading to simplify rebalancing and execution while preserving household-level preferences and tax awareness.
- Real-time data sharing to give firms timely, actionable insights across systems within their preferred cloud environment.
- Advisor engagement and Orion Reporting Suite to centralize client data and communications, deliver clear, timely insights to enhance engagement and enable proactive, personalized service.
This unified experience is designed to streamline advisor workflows, increase productivity, and enhance client service.
