The latest technology news in the wealth management sector from around the world.

Orion Advisor Solutions
Orion Advisor Solutions, which provides technology to wealth managers, has partnered with Ameritas Investment Company, Benjamin F Edwards, and Great Valley Advisor Group. The trio oversee a total of more than $35.3 billion in managed assets.

The firm says it offers a “personalized financial management platform at scale”. Orion is responsible for more than $1.0 trillion in assets under administration through its subsidiary organizations, Orion Advisor Tech; Orion Portfolio Solutions; CLS Investments; and Constellation Trust Company. 

Orion’s clients range from boutique registered investment advisors to enterprise-level firms.