MassMutual and Orion launch new wealthtech platform
MassMutual is partnering with Orion to launch a new Wealth Management Solutions–Orion platform for its 6,500 affiliated financial professionals.
The platform combines planning, portfolio management, proposal generation, and risk intelligence into a single system, streamlining operations while expanding investment flexibility. Advisors gain access to personalized solutions such as Core Select for custom UMAs and Wealth Advisory for high-net-worth clients, with future enhancements like options overlays. Designed to reduce complexity, improve back-office efficiency, and offer white-glove support, the platform also aims to attract next-generation advisors with its integrated tech and investment capabilities.
“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. 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. This collaboration with Orion is another strategic step forward in our efforts to empower advisors with the autonomy, technology, and support to succeed in a dynamic marketplace.” – Vaughn Bowman, head of wealth management with MassMutual.
“We’re proud to deliver a platform that’s purpose-built for MassMutual’s advisors. This collaboration reflects our shared focus on helping advisors maximize their time and energy on what matters most – growing their business and serving clients. By combining Orion’s powerful technology with MassMutual’s strategic vision, we’ve created an end-to-end solution that removes friction, expands investment flexibility, and provides high-touch support every step of the way. Advisors can spend less time managing systems and more time building relationships and driving results.” – Ron Pruitt, President of Orion Wealth Management.
