New collaboration advances Orion’s industry leadership in empowering advisors with immediate data access via a seamless experience across all major cloud infrastructures

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, today announced a new collaboration with Snowflake, the AI Data Cloud company. This initiative further enhances data access and flexibility for Orion clients, moving just-in-time reporting into the hands of the advisor. The Snowflake technology will be available to a beta group of clients in Q2 with general availability to be announced later.

Orion’s introduction of Snowflake expands client firm’s cross-cloud compatibility, allowing advisors to securely access and analyze real-time data within their own preferred systems and eliminating inefficiencies or the need to navigate new tools. Additionally, Snowflake’s elastic scalability supports seamless performance as data workloads grow, while advanced security measures enable advisors to maintain compliance with industry standards.

“Through further collaboration between Snowflake and Orion, we’re enabling advisors to more efficiently access data via a near-real-time data stream, as well as centralize both structured and unstructured data in a single location, enabling deeper portfolio analytics, faster insights and more informed decision-making,” said Rinesh Patel, Global Head of Financial Services at Snowflake.

According to Orion’s 2025 Advisor Wealthtech Survey – which will be unveiled next week at the Orion Ascent conference – 60% of advisors currently use real-time data sharing technology and advanced data capabilities for data warehousing. This year, over a third (35%) of advisors are making it a priority to provide clients with real-time data and updates on their portfolios.

“Advisors have told us that cloud platform flexibility and real-time data access are critical for their success,” said Adam Palmer, Vice President, Strategic Product Development at Orion. “By partnering with Snowflake, we’re continuing to meet advisors where they are and equipping them with tools to help them thrive. We’re creating a more powerful and versatile data ecosystem that positions Orion as both a provider and consumer of actionable data. This enhances our ability to offer timely market, custodial and operational insights, reflecting our commitment to providing advisors with the necessary solutions to grow their businesses and better serve their clients.”

Orion’s collaboration with Snowflake underscores the firm’s dedication to listening to advisors and delivering solutions that reflect their unique needs. Informed by customer engagement, this latest move aligns with Orion’s flexible approach, giving advisors the ability to select and tailor solutions to their specific workflows and goals.

“Orion is the industry leader in this space. Since our data sharing launch more than two years ago, we have demonstrated how this can support better decision-making and improve operational performance for advisors. Now, we’re making an even greater impact by making real-time data sharing available in the additional cloud platforms our clients are already using,” adds Palmer.

For more information, contact clouddatasupport@orion.com.

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.9 trillion in assets under administration and $97.5 billion of wealth management platform assets (as of December 31, 2024) and supports over seven million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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