Orion CEO Natalie Wolfsen on integrations, open data and RTO

Orion Advisor Solutions is redefining its strategic direction by merging wealth and technology capabilities into a unified, open-architecture platform. CEO Natalie Wolfsen emphasizes that this holistic integration allows financial advisors to utilize diverse software solutions while ensuring client data remains accessible and owned by the user. This approach supports personalized, large-scale service delivery and breaks down traditional industry silos, positioning Orion as a flexible partner that adapts to the evolving needs of financial professionals rather than restricting them to proprietary ecosystems. To support this technological convergence, the company is shifting from a fully remote model back to a hybrid office structure. Wolfsen argues that physical proximity is essential for fostering an apprenticeship culture and encouraging cross-functional learning, which has been stifled by remote work. By bringing employees together, Orion aims to eliminate departmental isolation and build a common purpose, ensuring that the workforce is culturally aligned with the goal of creating a highly integrated and responsive platform. This initiative is significant for open data because it demonstrates how enterprise adoption of open standards can drive industry-wide innovation. By prioritizing client data ownership and free access, Orion challenges the norm of data hoarding, showing that security and openness are not mutually exclusive. This model proves that when data is liberated and integrated securely, it empowers both advisors and clients to derive greater insights, ultimately elevating the quality of financial advice across the sector.

Source: financial-planning.com
Published on 2024-06-15

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