Voya Financial has introduced WealthPath, a new platform developed in partnership with Orion, designed to integrate financial planning, investment execution, portfolio review, and relationship management to strengthen its wealth management services for financial advisors. The launch follows Voya’s December 2024 announcement outlining its plan to build a differentiated advice platform to support individuals throughout their financial journeys.

WealthPath is expected to play a role in attracting and retaining financial talent while fostering a team-based approach to client servicing. Its integrated functionality aims to help advisors deliver a holistic experience that enhances client satisfaction and long-term outcomes.

Initially, advisors within Voya’s Retirement Advisor Distribution (RAD) network and employee advisors in its Investor Channel will be the first to use the platform. It is designed to streamline workflows, enhance operational efficiency, and support fiduciary responsibilities by offering a centralized hub for portfolio and financial planning activities.

John Brett, Voya Financial wealth management president, stated, “WealthPath represents a significant commitment to our advisors and the clients we serve to provide guided financial planning and investment solutions. True to its name, WealthPath is designed with Voya’s vision front of mind: clear the path to financial confidence and a more fulfilling life. I’m proud of how the team executed on this critical strategy.”Jon Reilly, Voya Financial Advisors president, added, “WealthPath brings planning, investment strategy execution and portfolio review workflows into concentric circles, so that advisors can produce the strongest possible outcomes as fiduciaries to their clients, improve net new money and grow their portfolios.”A recent Voya survey indicates that 48% of employed Americans would be more inclined to stay with their employer if offered access to a professional financial advisor. With approximately 15 million customers across its business lines, Voya aims to use WealthPath to address this need, helping advisors recapture rollovers, manage outflows, and optimize unmanaged assets in retirement accounts.

Todd Bertucci, Orion executive vice president of technology sales, commented, “The platform offers a unified experience by integrating Orion’s pioneering technology with Voya’s systems. It enhances every aspect of the advisory process — from planning and portfolio management to compliance — so advisors can focus more on what matters most: their clients.”