Wealthtech leader Orion is bringing its unified, flexible advisor platform to life at the T3 Technology Conference in Dallas from March 3-6, 2025. Attendees will have a hands-on opportunity to experience Orion’s latest technology advancements and integrations.
Sessions at #T32025
- March 4: Reed Colley, President of Orion Advisor Technology, takes the main stage at 2:25 p.m. CT for his insightful session “Scaling You: Rethinking Growth in the Age of AI and Tech.”
- March 6: Michael Stern, SVP of Strategic Product Development, hosts an enterprise session at 11:15 a.m. CT on the topics of enterprise trading, trust account trading, and a new Orion business intelligence tool for enterprise firms.
- Visit booth #404 for interactive live demos, consultations, and insights into Orion's 2025 technology roadmap.
“At Orion, everything we do is focused on making advisors, their firms, and their clients great. Our latest advancements in our unified, flexible ecosystem demonstrate our unwavering commitment to delivering investor-centric technology that drives growth, productivity, and success. The innovations and end-to-end integrations within our platform empower advisors to elevate their firms and provide exceptional client experiences,” said Reed Colley, President of Orion Advisor Technology. “In 2025, we are reinvesting 15% of our technology revenue into research and development, ensuring our solutions continue to simplify complex workflows, drive personalization at scale, and seamlessly integrate into advisors’ existing tech stacks.”
The latest innovations and news Orion is demonstrating to T3 attendees include:
- Cloud-Based Data Sharing with Snowflake: A new collaboration with Snowflake advances Orion’s industry leadership in empowering advisors with immediate data access via a seamless experience across all major cloud infrastructures.
- AI-Powered Meeting Agendas: Orion introduced AI-powered meeting agendas inside of Portfolio View, allowing advisors to create auto-generated meeting agendas. Leveraging portfolio analytics, financial planning, CRM notes, and the power of AI, this innovative feature streamlines the preparation process for advisors, enhancing efficiency in client meetings. According to Orion’s 2025 Advisor Wealthtech survey, 68% of advisors currently use AI-powered tools with 43% of those advisors planning increased AI investments in 2025.
- New Tech Upgrades: The company’s latest technology includes Redtail CRM updates to boost enterprise efficiency and improve collaboration; and advisor trading and compliance upgrades to streamline workflows and oversight. Next quarter, Orion is launching an enhanced search feature that enables advisors to locate data across all Orion systems seamlessly. This functionality will initially debut in the Advisor Portal, specifically supporting new account opening. It empowers users to access information that resides in any connected system, streamlining workflows and enhancing efficiency.
- Personalized Services for Affluent Clients: Numerous platform-wide enhancements will aid financial advisors in serving high- and ultra-high-net-worth clients and multi-family offices, including: Summit Wealth Systems platform integration; comprehensive estate and tax planning; foreign exchange; trust accounting; and more.
- Wealthtech and Investor Survey Insights: Orion unveiled the results of its third annual Advisor Wealthtech Survey and inaugural Investor Survey at the Ascent conference, providing insights to help financial advisors build strong client connections and accelerate firm growth.
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.9 trillion in assets under administration and $97.5 billion of wealth management platform assets (as of December 31, 2024) and supports over seven million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms1 rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.
1 Source: 2024 Top 100 RIA Firms, Barron's, 2024.
