New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support

MassMutual, a leading mutual life insurance and financial services company, and Orion, a premier provider of wealthtech solutions for financial advisors and enterprise firms, today announced the addition of a new Wealth Management Solutions (WMS)-Orion platform. This collaboration brings an integrated, flexible technology and investment experience to MassMutual’s network of more than 6,500 affiliated financial professionals nationwide.

The platform brings together essential advisor functions into a single, integrated solution – streamlining workflows, simplifying operations, and boosting productivity. In addition to enhancing efficiency, the platform expands investment flexibility and supports scalable growth, enabling advisors to tailor strategies and grow their practices with confidence. This unified experience underscores MassMutual’s commitment to equipping advisors with tools that drive success and, ultimately, deliver better outcomes for the investors they serve.

Key benefits of the WMS-Orion platform include:

• Integrated Advisor Experience: Seamless workflows across financial planning; proposal generation and portfolio management; and risk intelligence.
• Expanded Investment Access: Personalized investment solutions, including Core Select, an innovative solution for building custom unified managed accounts (UMAs) through vetted, curated strategies from top-tier investment managers. Also included is access to Wealth Advisory (min. $1M), a high-net-worth custom service that will soon include access to an options overlay.
• Scalable Support: A unified platform that reduces complexity, increases back-office efficiency, and leverages Orion’s more than 50 sales professionals and dedicated white-glove support.
• Advisor Empowerment: Advisors have input and flexibility in portfolio construction, including model customization and the ability to tailor strategies to client needs.
• Recruiting Appeal: A tech and investment platform designed to appeal to next-generation advisors and teams.

“At MassMutual, we’re committed to meeting financial professionals where they are in their client service and growth journey and equipping them with the tools and support they need so they and their clients thrive,” said Vaughn Bowman, head of wealth management with MassMutual. “This new platform reflects that commitment, offering a flexible, integrated solution that aligns with how our advisors do business today and how they want to grow tomorrow. By expanding access to investment strategies, streamlining workflows, and providing dedicated, white-glove support, we’re creating an environment where advisors can focus on what matters most: delivering exceptional outcomes for their clients. This collaboration with Orion is another strategic step forward in our efforts to empower advisors with the autonomy, technology, and support to succeed in a dynamic marketplace.”

“We’re proud to deliver a platform that’s purpose-built for MassMutual’s advisors,” said Ron Pruitt, President of Orion Wealth Management. “This collaboration reflects our shared focus on helping advisors maximize their time and energy on what matters most - growing their business and serving clients. By combining Orion’s powerful technology with MassMutual’s strategic vision, we’ve created an end-to-end solution that removes friction, expands investment flexibility, and provides high-touch support every step of the way. Advisors can spend less time managing systems and more time building relationships and driving results.”

The WMS-Orion platform is available to financial advisors affiliated with MML Investors Services (MML), MassMutual’s independent broker/dealer and investment adviser subsidiary. MML Investors Services currently administers $274 billion in client assets (as of year-end 2024). MML advisors offer a range of services, including financial planning, wealth management, retirement planning, and insurance solutions. They also assist clients with estate planning strategies, efficient wealth transfers, and business solutions such as key employee benefits and succession planning.

About MassMutual (Massachusetts Mutual Life Insurance Company)

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management, and retirement products and services. For more information, visit www.massmutual.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. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 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.

Orion Portfolio Solutions and Brinker Capital Investments advisory services offered through Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor. Orion OCIO services offered through TownSquare Capital, LLC ("TSC"). Wealth management platform assets include assets managed on a discretionary and non-discretionary basis by OPS and TSC) on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

¹2024 Top 100 RIA Firms, Barron's, 2024.

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