DPL

DPL Financial Partners

Deliver greater client value and grow AUM
with Orion + DPL

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

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Provide fiduciary retirement income solutions

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Deliver secure income, protected growth, and risk mitigation

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DPL

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.

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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
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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.

Contact Us

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Related Resources

Learn More
Leveraging the Breakaway...
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DPL’s Product Discovery Tools
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Best-In-Class Insurance

*Impact of Annuity Usage Survey, 2023.

This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.

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