MassMutual, Orion Partner on Wealthtech
MassMutual and wealthtech provider Orion have added the new Wealth Management Solutions (WMS)-Orion platform.
According to MassMutual and Orion, benefits of the WMS-Orion platform include enhancements to its advisor experience, expanded investment access, and scalable support from Orion’s sales professionals.
“At MassMutual, we’re committed to meeting financial professionals where they are in their client service and growth journey and equipping them with the tools and support they need so they and their clients thrive,” said Vaughn Bowman, head of wealth management with MassMutual. “This new platform reflects that commitment, offering a flexible, integrated solution that aligns with how our advisors do business today and how they want to grow tomorrow. By expanding access to investment strategies, streamlining workflows, and providing dedicated, white-glove support, we’re creating an environment where advisors can focus on what matters most: delivering exceptional outcomes for their clients.”
“We’re proud to deliver a platform that’s purpose-built for MassMutual’s advisors,” said Ron Pruitt, president of Orion Wealth Management. “This collaboration reflects our shared focus on helping advisors maximize their time and energy on what matters most – growing their business and serving clients.”
The WMS-Orion platform is available to financial advisors affiliated with MML Investors Services (MML), MassMutual’s independent broker/dealer and investment adviser subsidiary.
