Orion

$5.2 trillion and climbing! We’re proud of our major milestone: now supporting $5.2 trillion in client assets under administration — with nearly $103 billion held directly on our wealth management platform. That’s 35% growth since 2023! In an exclusive with ThinkAdvisor, CEO Natalie Wolfsen breaks down what’s driving this incredible momentum. With 7.5M+ tech accounts, 25K firms, and over 500 integrations, Orion is more than a platform — we’re a true force multiplier for growth! Read the full story by John Manganaro to see how Orion is powering the future of wealthtech: https://xmrrwallet.com/cmx.pbit.ly/4o0GDpE

Volatility may be easing, but complexity isn’t going anywhere. Next week, Orion CIO Timothy Holland, CFA will be joined by Brian Storey, CFA and Ben Vaske, BFA™ for a timely market conversation—grounded in data, informed by experience, and focused on what advisors need to navigate the second half of 2025. 📈 From Q2 momentum to Q3 risks, this is one session you won’t want to miss. 📅 Register here → https://xmrrwallet.com/cmx.pbit.ly/44KpkSk

🛍️ The most powerful market mover in 2025? It’s not the Fed. Or earnings. Or tariffs. It’s the U.S. consumer. With household net worth at record highs, unemployment still low, and consumption driving 70% of GDP — consumer resilience may explain why equities are sitting at all-time highs despite a wall of macro uncertainty. 👇 Cast your vote below and tell us what you’re watching in H2.

💡 August’s webinar lineup is here — and it’s packed with insights to help you deliver greater client value through tax-aware strategies, charitable planning, smarter portfolios, and powerful tech. Register now for FREE: 1️⃣ Our Tax Loss Harvesting Process in Real Time 📅 August 5 Discover how Orion Custom Indexing enables loss harvesting at scale — every day, not just quarter-end. 🔗 https://xmrrwallet.com/cmx.pbit.ly/4kYTI09 2️⃣ Powerful Portfolio Potential: Combining Insight, Strategy, and Tech 📅 August 6 Join Orion + J.P.Morgan Asset Management to explore platform-powered portfolio design and newly launched investment solutions. 🔗 https://xmrrwallet.com/cmx.pbit.ly/3II85bB 3️⃣ Orion Planning Office Hours: New Tax Law? New Tools. Your Questions, Answered. 📅 August 7 Get a first look at recent tax-focused planning enhancements — then bring your questions for a live Q&A. 🔗 https://xmrrwallet.com/cmx.pbit.ly/4kRNP4H 4️⃣ The Donor’s Mindset: The Behavioral Science Behind Charitable Giving 📅 August 20 Explore what really motivates generosity with Dr. Daniel Crosby and GiftingNetwork. 🔗 https://xmrrwallet.com/cmx.pbit.ly/4kUuMa4 — 📌 Also coming soon: • Modernization Without the Overhaul – August 14 • The Engagement Equation – August 19 • From Cluttered to Connected: Rethinking Your Tech Stack – August 20 • Built for Scrutiny – August 27

This isn’t just a race — it’s a chance to give back. Join us for Orion’s TeamUp for TeamMates and help raise funds for the Millard Chapter of the TeamMates Mentoring Program. 🏃 In-person or virtual 🙌 All ages welcome 📅 August 23 Register here → https://xmrrwallet.com/cmx.plnkd.in/gND_gVdx #TeamUpForTeamMates

Orion’s growth continues to accelerate, setting new benchmarks in wealthtech: 🔹 $5.2 trillion in assets under administration — a 35% increase since 2023 🔹 $102.7 billion in wealth management platform assets 🔹 7.5 million+ technology accounts supported 🔹 326,000 wealth management accounts 🔹 25,000 advisory firms served Our clients aren’t just growing — they’re outpacing the industry. According to our 2025 Advisor Growth Survey, Orion users achieved organic asset growth nearly 10% higher than non-Orion firms in 2024. Plus, they led 75% of M&A activity by assets last year, showing how Orion’s platform supports firms scaling smarter and faster. These numbers reflect Orion’s commitment to delivering a flexible, connected ecosystem that helps advisors succeed across every model and market. Read the full press release here: https://xmrrwallet.com/cmx.pbwnews.pr/4kQeVZW

Fast. Flexible. Scalable. That’s what trading should be — and what Orion Trading delivers. Whether you’re managing model portfolios or high-net-worth complexity, Orion gives you the power to: ⚙️ Automate with control 📊 Trade at the household level 🚀 Scale without extra overhead 🔗 Explore what’s possible: https://xmrrwallet.com/cmx.pbit.ly/3U34FTd

📜 The OBBBA may not have the catchiest name, but its impact could be big. The One Big Beautiful Bill Act raised the U.S. debt ceiling by $5T, extended current tax rates, and added incentives tied to overtime pay and business investment. It also gave Wall Street one thing it craves: policy clarity. With no new debt ceiling fight expected until 2027, the question is — what does this mean for your outlook? 👇 Vote and share how you’re positioning into 2026.

🚨 Investor Insights: What Investors Are Really Thinking “Should I borrow against my portfolio instead of selling and triggering taxes?” On an investing-focused subreddit, a user explored the increasingly popular “Buy, Borrow, Die” strategy. The investor? Sitting on appreciated assets. The goal? Access cash without selling. The question? Is it worth the complexity and risk? The community dug into: 📌 Loan rates vs. capital gains 📌 Margin call risks 📌 The allure of tax deferral For advisors, this trend signals something deeper: Investors aren’t just looking for tax efficiency. They’re looking for creative alternatives to avoid emotionally costly decisions. 💡 Want to stand out? Here are a few potential conversation starters: -How do borrowing costs compare to long-term growth expectations? -What are the potential liquidity risks to watch for? -When does complexity become a barrier to clarity? When investors turn to Reddit for ideas, it’s a great opportunity to show up as a thoughtful, trusted sounding board. #InvestorInsights #TaxPlanning #BuyBorrowDie #PortfolioStrategy

Our Behavioral Finance Analyst, Naomi W., PsyD, sat down with Adam Reinert, CFA, CFP and Sean Dann, CFA on the latest episode of the Off Street Podcast, to explore the psychology behind money and the real reasons people make the financial choices they do. Naomi shares how she got her start in behavioral psychology, the emotional tensions clients face and how Orion is building emotional awareness into the technology. Dr. Win also dives into: 💡 How advisors can recognize and tend to client emotions 💡 Why understanding behavior is just as important as building a portfolio 💡 Guidance on how to build stronger advisor-client relationships Whether you're an advisor looking to level up your client relationships or just curious about the human side of finance, this episode is a must-listen! 🎧 Tune in here: https://xmrrwallet.com/cmx.plnkd.in/eRveHhph