Orion Embeds DPL’s Annuity Tools in Orion Connect, Streamlining Advisor Workflows
Event summary
- Orion has integrated DPL Financial Partners’ annuity tools into Orion Connect, launching with three key tools: Annuity Comparison Calculator, Guaranteed Income Analysis, and MYGA Marketplace.
- The integration allows advisors to evaluate, compare, and implement commission-free annuities directly within Orion’s platform, eliminating the need for separate systems.
- DPL’s tools are powered by a rules-based engine and extensive product database, providing recommendations aligned to client goals and enabling digital applications.
- Orion and DPL will host a webinar on March 31, 2026, to demonstrate the embedded technology and discuss its use for growth and client outcomes.
The big picture
Orion’s integration of DPL’s annuity tools addresses a longstanding friction point in advisor workflows: the need to juggle separate systems for annuities. This move aligns with the broader industry trend towards fiduciary-aligned, fee-based financial planning. With Orion managing $5.8 trillion in assets under administration, the scale of this integration could significantly impact advisor efficiency and client outcomes.
What we're watching
- Adoption Pace
- How quickly advisors will integrate DPL’s annuity tools into their core workflows and whether this drives organic growth for Orion.
- Market Impact
- Whether the seamless access to commission-free annuities will shift advisor preferences towards Orion’s platform.
- Competitive Response
- How competing wealth management platforms will react to Orion’s enhanced annuity capabilities.
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