Orion has announced an expanded collaboration with Anthropic, following Anthropic’s introduction of new financial services plug-ins for the wealth management industry.
Orion has been working with Anthropic’s platform as part of its broader AI strategy. The companies are collaborating on integrating these new capabilities into future Orion innovation to deliver value to advisors. Orion’s approach to AI is advisor-first, designed to enhance advisor expertise and strengthen client relationships through personalized insights, with a focus on governance, security, and trust.
Orion has developed a secure, holistic, enterprise-grade data environment and is creating agents specifically for an advisor’s practice. These tools are intended to help advisors operate more efficiently, communicate with greater clarity, and allocate more time to clients.
Reed Colley, President of Orion Advisor Technology, stated, “Orion’s AI strategy is already built on a strong collaboration with AI platforms, including Anthropic. Orion is applying AI in a way that’s practical, secure, and designed for the realities of an advisor’s day. We’re excited by today’s announcement and look forward to working with these new plug-in capabilities as well as other enhancements as they become available. We are committed to AI innovation that transforms how our advisors work every day —bringing more workflow-native intelligence into the Orion ecosystem to help advisors deliver a truly differentiated client experience.”
Orion continues its development of technology and a wealth gateway for financial advisors, aiming to provide solutions for their clients.
Orion provides a tech-enabled fiduciary process designed to support the advisor-client relationship, enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Orion’s brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, offer a comprehensive suite designed to support firms in client acquisition, connecting investment strategies to client goals, and tracking progress toward financial objectives. Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets, supporting over 8 million technology accounts and thousands of independent advisory firms.
