Orion, a leader in wealthtech, will showcase its flexible advisor platform at the 2025 T3 Technology Conference in Dallas from March 3-6, 2025. Attendees can experience the latest technology advancements and integrations through various sessions and live demos at booth #404. Reed Colley, President of Orion Advisor Technology, will discuss growth strategies in the age of AI and tech, while Michael Stern, SVP of Strategic Product Development, will cover enterprise trading and new business intelligence tools.
Orion’s focus on delivering investor-centric technology to drive growth and success is evident in their latest innovations, including cloud-based data sharing with Snowflake, AI-powered meeting agendas, and tech upgrades such as Redtail CRM enhancements and advisor trading tools. Personalized services for affluent clients, platform-wide enhancements for high-net-worth clients, and insights from surveys conducted by Orion provide valuable information for financial advisors looking to enhance client connections and accelerate firm growth.
In 2025, Orion is reinvesting 15% of its technology revenue into research and development, highlighting their commitment to simplifying workflows, driving personalization at scale, and integrating seamlessly with existing technology stacks. The company’s dedication to empowering advisors with cutting-edge tools and solutions underscores their mission to make advisors, their firms, and their clients successful. Attendees at the T3 Technology Conference can expect to gain valuable insights and hands-on experience with Orion’s innovative technology platform.
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