Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
“In 2021, during a time of extraordinary need, Orion began offering our Orion Planning financial planning tool free of charge to all advisors serving pro bono clients, regardless of whether they used our wealthtech platform,” said Clarke.
- “In 2021, during a time of extraordinary need, Orion began offering our Orion Planning financial planning tool free of charge to all advisors serving pro bono clients, regardless of whether they used our wealthtech platform,” said Clarke.
- 2
With Orion Planning a part of its core technology offering, Orion waives data aggregation costs for pro bono clients of advisors already using its technology. - By waiving data aggregation fees for pro bono clients, Orion makes it easy for advisors to connect outside accounts, such as credit cards, bank accounts and 401(k)s to Orion Planning.
- Stability and Financial Goals - Orion Planning helps clients plan toward major financial goals, like home purchases or automobiles they can afford.