Orion to Showcase Latest Wealthtech Innovations at 2025 T3 Technology Conference
Wealthtech leader Orion is set to unveil its latest technology advancements and integrations at the 2025 T3 Technology Conference in Dallas from March 3-6. Attendees will have the opportunity to experience hands-on demos and consultations at booth #404.
Key sessions will include Reed Colley discussing growth in the age of AI and tech, and Michael Stern focusing on enterprise trading and business intelligence tools for enterprise firms.
Orion’s President, Reed Colley, emphasized the company’s commitment to delivering investor-centric technology that drives growth and success. In 2025, Orion will reinvest 15% of its technology revenue into research and development to continue simplifying workflows and driving personalization at scale.
Some of the innovations being showcased include cloud-based data sharing with Snowflake, AI-powered meeting agendas, Redtail CRM updates, advisor trading upgrades, and services tailored for affluent clients.
Orion’s recent surveys have also provided valuable insights on advisor and investor preferences, helping financial professionals build strong client connections and accelerate firm growth.
With a focus on empowering advisors and delivering exceptional client experiences, Orion’s presence at the T3 Technology Conference promises to be a valuable experience for attendees looking to stay ahead in the rapidly evolving wealthtech industry.
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