Fintech Upgrades: Orion Partners with JPMorgan, eMoney Boosts Planning Tools

In an ever-evolving fintech landscape, Orion and eMoney have made significant strides to enhance the toolkit available to Registered Investment Advisors (RIAs). These updates aim not only to refine investment management but also to streamline financial planning for clients, setting new standards in the industry.

Orion’s Expanded Partnership with JPMorgan

Orion, a leader in the fintech sector, has announced a major expansion with JPMorgan Asset Management, enabling the inclusion of an impressive suite of separately managed accounts (SMAs) and model portfolios. These offerings—spanning five equity SMAs and two tailored sets of exchange-traded fund model portfolios—are designed to align with diverse investment aims and varying market conditions.

President of Orion Wealth Management, Ron Pruitt, highlighted the importance of these additions. “By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence,” he stated, marking a significant milestone in Orion’s journey.

Driving Efficiency with eMoney’s New Features

Meanwhile, eMoney Advisor has taken pivotal steps to integrate enhanced features within its Decision Center software. The new Presentation View feature in eMoney’s platform is set to foster more robust and efficient advisor-client interactions. It grants advisors the capability to construct and present financial plans swiftly, maintaining seamless communication through the advisor and client portals.

According to the InvestmentNews, Presentation View not only supports templated, personalized presentations but also improves workflow continuity by minimizing manual tasks. It allows for the sharing of various report types across different channels, enriching the client experience.

The Synergy of eMoney and Zocks Integration

Taking a leap towards smarter financial planning, eMoney has announced its integration with Zocks, a notetaking and AI-powered client intelligence software. This integration aims to refine data management by facilitating bi-directional data sharing. Structured client information generated by Zocks now enriches eMoney’s planning tools and vice versa, fostering a more informed advisory process.

Mark Gilbert, CEO of Zocks, emphasized the value of this collaboration. “Reducing that effort, automating data entry and accelerating ‘time to advice’ is critical in keeping momentum with clients,” he noted, emphasizing the seamless experience designed for advisors and their clients.

These bold advancements by Orion and eMoney are set to redefine how advisors navigate the financial planning landscape, offering innovative solutions that blend precision, efficiency, and strategic insights.