Orion Launches AI-Driven Dynamic Account Opening

by: Fintech Finance News

Orion has launched an AI-powered dynamic new account opening tool integrated with Goldman Sachs Custody Solutions to streamline registered investment advisory (RIA) client onboarding. The platform automates workflows, eliminates duplicate data entry, and enables real-time digital account setup directly through the Orion Advisor Portal. Developed through collaborative AI-focused hackathons, the tool uses intelligent workflows, API integrations and digital signature options to improve advisor efficiency and accelerate the path from client meeting to investment management. The solution currently supports many large RIA firms and contributes to Orion’s platform serving $6.6 trillion in assets under administration. Orion plans to expand custodial partnerships, aiming to improve scalability and create a more seamless wealth management technology ecosystem.

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