New collaboration advances Orion’s industry leadership in empowering advisors with immediate data access via a seamless experience across all major cloud infrastructures
Orion, a leading provider of innovative wealthtech solutions for financial advisors and the enterprises supporting them, has announced an exciting new partnership with Snowflake, the AI Data Cloud company. This collaboration aims to enhance data accessibility and flexibility for Orion’s clients, empowering advisors with real-time insights through just-in-time reporting. The Snowflake technology will initially roll out to a beta group of clients in Q2, with a wider launch date to follow.
This partnership expands cross-cloud compatibility for Orion’s clients, enabling advisors to securely access and analyze real-time data within their preferred platforms. By eliminating inefficiencies and removing the need to adapt to unfamiliar tools, Orion ensures a streamlined experience. Furthermore, Snowflake’s elastic scalability supports growing data workloads seamlessly, while advanced security measures uphold compliance with industry standards, offering peace of mind to advisors managing sensitive information.
“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.
Insights from the 2025 Advisor Wealthtech Survey, set to be unveiled during the Orion Ascent conference next week, reveal the growing importance of real-time data solutions. According to the survey, 60% of advisors already leverage real-time data sharing and advanced warehousing capabilities. Additionally, 35% of advisors are prioritizing providing clients with real-time portfolio updates this year—a clear reflection of the industry’s increasing demand for timely data solutions.
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“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.”
This collaboration further solidifies Orion’s dedication to delivering solutions tailored to advisors’ evolving needs. Built on the foundation of active client engagement, this initiative reflects Orion’s commitment to empowering advisors with the flexibility to customize solutions that align with their unique 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.
With this latest innovation, Orion continues to set the benchmark for transformative wealthtech solutions, ensuring advisors have the tools they need to deliver exceptional service and achieve lasting success.