MassMutual, Orion Launch Integrated Wealthtech Platform
August 28, 20256 min
New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support
New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support
White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts