The wealthtech conversation is changing.

For years, firms evaluated technology one category at a time. But in 2026, the bigger question is no longer just which tools have the strongest features. It’s whether your technology is helping the business operate with more clarity, more consistency, and more capacity to grow.

That’s why we created the 2026 Wealthtech Outlook.

This resource hub brings together Orion’s latest Advisor Wealthtech Survey and a seven-part deep-dive series exploring how advisory firms can reduce operational friction, improve connected workflows, and make better technology decisions in an increasingly complex market.

Start With the Research

Orion’s 2026 Advisor Wealthtech Survey explores the priorities, pain points, and technology trends shaping how financial professionals are evaluating their firms’ next stage of growth. From integration and workflow efficiency to AI, operational drag, and tech stack utilization, the findings offer a clear view into what advisors are trying to solve now.

Advisor using Orion on multiple devices

2026 Orion Advisor Wealthtech Survey

See what advisors are prioritizing in 2026 — and what those priorities may mean for your firm’s technology strategy.

Get the Wealthtech Survey

What to Read Next

These articles build on the 2026 Advisor Wealthtech Survey findings to answer some of the biggest questions firms are asking right now — from how to evaluate a tech stack more effectively to what disconnected systems may really be costing the business.

Perspective on the Marketplace

Why Wealthtech Evaluation Is Shifting Away From Features to Fit

Why more firms are moving beyond feature checklists and rethinking how technology should support the business.

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The Hidden Operational Cost of Disconnected Wealthtech

A look at the operational drag, lost capacity, and growth constraints that fragmented systems can create.

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What Two 2026 Surveys Reveal About Where Wealthtech Is Heading

How Orion’s Advisor Wealthtech Survey and the 2026 T3 Software Survey point to the same broader market shift.

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Guidance for Practical Evaluation

Four Questions to Ask When Evaluating Your Advisory Tech Stack

A practical framework for assessing whether your current technology is helping the firm scale or slowing it down.

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What Growth-Minded RIAs Should Look for in Wealthtech in 2026

A closer look at how scaling RIAs should think about connected workflows, operational leverage, and tech fit.

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Operational and Strategic Decision-Making

Why Portfolio Accounting Still Sits at the Center of the Firm

Why one of the least flashy parts of the stack often reveals the most about operational strength and scalability.

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All-in-One vs. Best-of-Breed: What Matters Most in 2026

A practical look at the tradeoffs firms should weigh as they decide how their technology stack should evolve.

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Assess Your Tech Stack's Capacity for Growth

Not sure where your firm stands? Use this 3-minute self-assessment to evaluate how well your current technology supports connected workflows, operational efficiency, and scalable growth.

 

Build a Stronger Foundation
for What’s Next

Technology should do more than add features to the stack. It should help your firm reduce friction, improve confidence, and create more room to grow. Whether you’re reassessing your current environment or exploring what comes next, Orion can help you think through the foundation behind better-connected growth.

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