Financial advisors need reliable, consistent access to every asset they manage, but historically, incorporating annuities and life insurance into traditional financial reporting has been a challenge. Too often, these assets are left “held-away”, unmonitored, and under-managed.
That’s why we’re proud to announce our partnership with Orion Advisor Solutions.
For individual advisors, firms, RIAs, and broker-dealers, this integration brings up-to-date annuity and life insurance information directly into Orion’s advisor-facing systems alongside other client assets, creating a more comprehensive and consolidated view of each client’s assets.
We know better, more centralized data creates better outcomes for clients. This integration highlights how we continue to meet financial professionals where they are with information critical to their business.
