FinMason and Orion Integration Create Retirement Readiness Program

The planning service will offer investment analytical platforms, tools and financial data to Orion users.

FinMason has aligned with Orion Advisor Services to provide its investment analytics platform to users.

Known as FinRiver, the feature allows advisers to project financial outcomes based on existing savings and spending patterns, including portfolio analysis, pre- and post- retirement, and the effects of “special spending events,” such as purchasing a home or paying for college.

Additionally, Orion users will have access to FinMason data within Orion’s adviser dashboard, Client Portal, and Salesforce and Redtail integrations. The above benefits are all part of “The 5-Minute Financial Plan,” a program prepping users for retirement readiness. With all included, the planning service will cost $29 a month per adviser.

“We believe advisors work best, and most efficiently, when they are empowered to build a tech stack that fits their unique business needs,” says Eric Clarke, founder and CEO of Orion. “Our strong and open integration architecture enables Orion to deliver access to in-demand solutions like FinMason, and supports our clients’ efforts to strengthen their relationships through financial planning analytics.” 

The integration launched on August 27 on the Orion Insight platform. More information can be found here.