Orion WealthTech

30/10/2026

Happy almost Halloween. In a haunted house, the scariest thing in the room usually isn't what trips you up.

Nolan Mauk, Investment Research Analyst, explains why the same can be true for investors, and why emotional decisions, tax drag, and concentration deserve as much attention as this month's headlines.

Read more: https://bit.ly/4z7gl9T

Key Takeaways:

30/10/2026

🚨 Planning to be at Ascent 2027? Register before Monday. 🚨

Two things change after Nov. 2. Early pricing ends (which means prices jump up $200), and code ASCENT27EB ($350 off) expires with it — but quantities are limited, so it could run out even sooner than that.

If you already know you're going, waiting only costs you more. Take five minutes this weekend and lock in the lowest rate we'll offer all year.

Feb. 22–24, 2027 · Hyatt Regency Orlando

Register: https://bit.ly/3TraTQm

29/10/2026

Super Bowl rings, team helmets, and a room full of advisors talking shop. 🏈

This week, the Orion team spent two days in Plano, Texas, with advisors focused on what's next for their businesses, wrapping up with dinner at The Star in Frisco.

Thank you to everyone who joined us. We can't wait to do it again.

29/10/2026

In case you missed it: our latest Client Stories feature was with Andina Anderson, Head of RIA Blueprint for Cetera — on building technology that gets out of an advisor's way.

Grab the one-page recap and watch her full story at the link below.

29/10/2026

Big news! We're teaming up with Microsoft to make everyday workflows easier for financial advisors.

With the new Orion plugin for Microsoft Copilot, advisors can bring Orion portfolio data and Redtail CRM records into the Microsoft tools they already know and use.

From preparing for client meetings to creating portfolio summaries and client updates, this integration is designed to help advisors spend less time managing data and more time focusing on their clients.

It's another step in our commitment to giving advisors more flexibility, efficiency, and control over how they put AI to work.

Read more about the plugin: https://bit.ly/4e8coKl

Portfolio and CRM data now flow into Copilot, helping advisors prepare, analyze, and create without leaving Microsoft 365Orion has teamed up with Microsoft to launch the Orion plugin for Microsoft Copilot. Beginning to roll out through the Microsoft plugin registry, Orion’s plugin lets advisors re...

29/10/2026

Last day at for Orion, and The Exchange has been busy. 🙌

Swing by for a Redtail dumpling squishy 🥟, then stay for a conversation about Redtail AI, Custom Indexing, or fixed income — and leave with a pair of Goodr sunglasses. 😎

We’re here until 5:30 PM today.

28/10/2026

Hundreds of conversations in at , and booth #437 is still buzzing. 🙌

Swing by for a Redtail AI, Custom Indexing, or fixed income demo, then grab some Orion socks 🧦 or an Owala water bottle on your way out.

We’re in The Exchange until 6:30 PM today and back again tomorrow.

28/10/2026

Celebrating one of our own 🎉

Cade DeNazario Akers has been named one of InvestmentNews' 2026 Rising Stars, recognizing wealth management professionals 40 and under making significant contributions to the industry.

At Orion, Cade has helped lead development of behavioral finance tools like Pulse Check and contributes to AI capabilities within Orion's CRM, work designed to help advisors spend more time on client relationships.

Congratulations, Cade!

Meet the 2026 Rising Stars: https://bit.ly/47G0fZv

Ahead of a historic wealth handoff, this year's best advisors and wealth managers under 40 are winning on trust, plain language, and the kind of judgment no chatbot can replicate.

28/10/2026

Heading into The Exchange this week? Here’s how to find us. 📍

Take a quick walk through booth #437, then come see it in person. We’re running live demos of Redtail AI, custom indexing, and fixed income, plus hands-on Redtail training.

Bring your questions, and grab some swag for you and the kids on your way out. 🎁

27/10/2026

The IMPACT® 2026 Welcome Reception in The Exchange starts at 5:45 PM today, and the Orion team will be at booth #437.

Stop by for a live demo or hands-on training, and ask us about Redtail AI, Custom Indexing, fixed income, and what's ahead on our roadmap.