Podcast Center
Video Center
Webcasts
Resource Center
Events
By 
August 19, 2021 at 10:56 AM
What You Need to Know
- The move is intended to encourage advisors to volunteer as demand for financial planning has surged due to the pandemic.
- The offer is open even to advisors who don't use the firm's wealthtech platform.
- CEO Eric Clarke is on the board of the Foundation for Financial Planning, which supports pro bono services.
Orion Advisor Solutions is now making its Orion Planning tool available free to all advisors serving pro bono clients, regardless of whether they use Orion’s wealthtech platform or not.
The move was intended to “encourage advisors to volunteer their expertise in a time of extraordinary need,” the company said Thursday. The pandemic “fueled a surge in demand” for financial planning that addresses clients’ immediate and long-term goals, Orion said, noting that, over the past 12 months, the adoption of Orion Planning grew 250%.
The company already made Orion Planning a part of its core technology offering. But Orion is now waiving data aggregation costs for pro bono clients of advisors already using its technology.
“By waiving data aggregation fees for pro bono clients, Orion makes it easy for advisors to connect outside accounts, such as credit cards, bank accounts, and 401(k)s to Orion Planning,” the company explained.
