The new platform brings together planning, portfolio management, proposal generation, and risk intelligence in a single solution aimed at streamlining advisor workflows and improving efficiency. It also expands investment flexibility, offering access to personalized tools such as Core Select for custom UMAs and Wealth Advisory for high-net-worth clients, with future enhancements including options overlays. In addition to simplifying back-office operations, the platform is intended to provide dedicated white-glove support and appeal to next-generation advisors seeking advanced digital capabilities.

“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 at 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 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 empowering advisors with the autonomy, technology, and support to succeed in a dynamic marketplace.”

Ron Pruitt, president of Orion Wealth Management, added: “We’re proud to deliver a platform that’s purpose-built for MassMutual’s advisors. 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.”