Orion is reshaping advisor technology by moving beyond tools to deliver AI-powered solutions that truly serve advisors. From integrating fragmented data across platforms to eliminating workflow barriers, Orion’s approach focuses on empowering advisors to scale efficiently while deepening client relationships. Discover how this technology revolution is helping advisors focus on what matters most: answering clients’ fundamental question, “Am I going to be okay?”
Legacy risk models assume markets will behave like they did in the past, but that’s just not the case. They also ignore the outliers—or fat-tail events—that drive the markets’ most significant losses and gains.
High-net-worth clients want tax-focused advice, but many advisors struggle to demonstrate measurable value. Envestnet’s tax overlay service aims to bridge the gap with automated strategies that seek to eliminate short-term gains, calibrate loss harvesting to individual circumstances, and provide transparent reporting. Erik Preus, Group Head of Investment Solutions at Envestnet, explains how the platform can help advisors scale tax management while maintaining the personalization wealthy clients demand.
Rebalancing doesn’t have to be painful. Jerry Barrs, Senior Product Manager at SS&C Black Diamond Wealth Solutions, explains how the company’s Rebalancer shifts portfolio management from account-level spreadsheets to household-focused automation. With upcoming UMA capabilities that will structure sleeves around client goals—retirement, education, vacation homes—rather than just asset classes, SS&C Black Diamond is rethinking what wealth management technology should enable advisors to do.
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.
The launch marks a significant milestone in Envestnet's mission to broaden seamless advisor access to alternative investments. These new models integrate semi-liquid and liquid strategies, enabling seamless allocation to alternatives with point-and-click simplicity.
With the Orion integration, those efficiencies are now enriched by real-time portfolio intelligence, making DataDasher's insights more relevant, actionable and timely.
