08.25.25
MassMutual, Orion Unveil New Wealthtech Platform
by: Private Banker International
MassMutual has partnered with wealthtech provider Orion to launch the Wealth Management Solutions (WMS)-Orion platform, serving over 6,500 affiliated financial professionals. The platform integrates financial planning, proposal generation, portfolio management and risk intelligence into a single solution. It offers expanded investment access through Core Select, enabling custom unified managed accounts, and includes Wealth Advisory services for high-net-worth clients, soon adding an options overlay. Advisors can tailor portfolios and strategies to client needs, supported by Orion’s dedicated team. Accessible through MML Investors Services, which manages $274 billion in assets, the WMS-Orion platform aims to streamline workflows, enhance investment flexibility and provide comprehensive support for advisors and their clients.
Read the full article on Private Banker International