Voya’s WealthPlan Platform Expands Wealth Management Capabilities Inside, Outside Retirement Plans
Voya Financial today announced the launch of its WealthPath platform—a significant improvement for Voya Financial Advisors representatives and the clients it serves—and advisors in Voya’s Retirement Advisor Distribution (RAD) system and employee advisors in its Investor Channel will be among the first to leverage the platform’s advanced technology to streamline workflows and deliver highly personalized guidance.
“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…”
Jon Reilly, president of Voya Financial Advisors
Developed in collaboration with Orion, WealthPath enables Voya’s advisors to deliver integrated financial guidance and solutions that meet the needs of their clients — to and through retirement.
The development follows Voya’s December 2024 announcement to establish a differentiated technology platform that elevates the delivery of financial advice for individuals—whether planning for retirement or managing wealth outside of workplace plans.
In a press release today, Voya said its WealthPath platform will be fundamental to attracting and retaining top industry talent and fostering a collaborative, team-based approach to client service. By integrating financial planning, investment strategy execution, portfolio review and relationship management, WealthPath enhances the client experience through a holistic service model.
“WealthPath represents a significant commitment to our advisors and the clients we serve to provide world-class guided financial planning and investment solutions,” said John Brett, president, Wealth Management at Voya Financial. “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.”
According to Voya’s 2025 Financial Consumer Insights & Research survey, 48% of employed Americans are more likely to stay with their employer if that employer offered them access to a professional advisor for help in managing their savings and investments. Voya, through its businesses, serves approximately 15 million customers, many of whom stand to benefit from the WealthPath platform’s capabilities. By enabling advisors to recapture rollovers and outflows, and to address unmanaged assets in retirement accounts, WealthPath is designed to help both individuals and organizations achieve stronger financial outcomes. This approach not only supports retention and satisfaction among employees but also drives continuous improvement and growth for advisors and their clients.
“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,” said Jon Reilly, president of Voya Financial Advisors.
“The platform offers a unified experience by integrating Orion’s pioneering technology with Voya’s systems,” said Todd Bertucci, executive vice president of technology sales at Orion. “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.”
SEE ALSO:
- Voya Widens Access to Retirement Income Solutions
- Blue Owl Entering 401(k) Market in Collaboration with Voya
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
