Orion CEO Natalie Wolfsen explains how the platform goes beyond features and integrations to focus on what matters most: advisor growth and client outcomes. From AI-powered workflows to CRM-native solutions and an open-architecture philosophy that embraces competition, Wolfsen discusses how Orion is building infrastructure for the future of wealth management—where technology, wealth solutions, and servicing converge to help advisors thrive.
Envestnet’s direct indexing solutions, powered by QRG Capital Management, blend deep customization, tax efficiency, and low fees to help advisors deliver truly personalized, scalable portfolios—across equities, fixed income, and factor-based strategies—in a single, unified platform.
