The new tool comes at a time where more American workers are looking to technology as a resource for financial information and guidance.
Tag: retirement readiness tools
The planning service will offer investment analytical platforms, tools and financial data to Orion users.
The program hopes to guide financial professionals in providing and supporting financial wellness benefits.
According to the company, advisers will be allowed to view engagement metrics on the tool for their plan sponsor clients.
A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts.