DPL Financial Partners

Differentiate your firm and offering with modern,
commission-free annuity and insurance solutions.

As clients have come to expect more holistic and personalized advice, annuities and insurance are critical tools in a fiduciary advisor’s toolkit. Now, it’s easy to discover, fulfill, manage, and report on a wide range of fee-based solutions directly from your Orion Advisor Technology platform.

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Deliver Immediate Impact

Bring clients' held away annuities under your management

Provide fiduciary retirement income solutions

Deliver secure income, protected growth, and risk mitigation

Streamlined Integration for Enhanced Efficiency

Using single sign-on from Orion, you can seamlessly access DPL’s marketplace, tools, and technology. Robust data feeds from DPL to Orion provide position and transaction data and enable management of annuity assets within your Orion desktop.

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One-Click Access

Direct access from your Orion App Dock to your DPL Advisor Dashboard

Data Feeds

Robust data feed integration for annuity assets

Advisor Education

Extensive educational resources available on-demand

Annuity Usage Impacts*

34%

of advisors reported a positive revenue growth of 10% or more by using annuities in their practice.

78%

of advisors reported implementing annuities allowed their clients to “better stay the course” with the financial plan.

56%

of advisors report an increase in firm value from using annuities.

The beauty of the partnership with Orion and DPL is that both firms are constantly innovating.

— Edison Byzyka, CFA, Chief Investment Officer, Credent Wealth Management

Business professionals in a meeting, working on laptops and reviewing documents on a table, with one person pointing at the laptop screen with a pen.

How are other firms
using the Orion and DPL integration?

DPL and Orion are committed to staying ahead of the competition. Robust data feeds from DPL to Orion provide position and transaction data, and enable management of annuity assets within your Orion desktop. Learn about how Credent Wealth Management fuels growth with DPL and Orion.

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Elevate your advisory practice
with Orion + DPL

Ready to revolutionize your approach to insurance and annuities? Take the next step to expand your fiduciary offering and enhance your client experience. Get in touch with our team today to learn how Orion + DPL can empower your practice.

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