Marketware aims to leverage its global institutional network, making it easy for financial institutions across North America and beyond to access Orion’s wealthtech platform.

Marketware’s promise to clients is to establish the standard for the financial services industry through technology and strategic alliances. Orion’s tech-enabled, fiduciary framework, which empowers financial professionals at every step of the client relationship, will become an important part of Marketware’s offering.

"Clients demand financial guidance that understands their unique goals, connects them to tailored investment strategies, and tracks their progress and success in a dynamic, easy-to-understand way. We are excited about our new relationship with Orion through the new Marketware OneWorld partner program. With a solid industry reputation of over two decades and deep market knowledge, we recognize that success for clients lies heavily on the selection of the right partners and solutions," said Jose Pierre, CEO of Marketware International. "We look forward to introducing Orion’s platform to a robust market of financial institutions.”

“Marketware’s growing client network is a vital door-opener for our wealthtech platform,” said Kyle Hiatt, Executive Vice President, Tech & Enterprise Sales at Orion Advisor Solutions. “As the pace of our innovation and growth accelerates, we are eager to connect with a market of potential enterprise partners looking for tools to meet their complex objectives and better understand and serve their clients.”