Orion, a provider of innovative wealthtech solutions for financial advisers and enterprise firms, and iCapital, a global fintech platform, have announced an enhanced collaboration that deliver results for independent advisers across the Orion ecosystem. This expanded technology integration, developed as part of Orion’s Premier Partnership Program, equips independent advisers with streamlined, single sign-on (SSO) access to alternative investments, enabling them to deliver tailored, high-value portfolios that meet the evolving demands of today’s investors.
Orion’s 2025 Advisor Wealthtech Survey highlights a growing focus on alternatives, with 30 percent of advisers now prioritizing these investments and 28 percent planning to do so within three years. Yet Orion’s 2025 Investor Survey reveals a gap, with only 23 percent of investors reporting access to alternatives through their advisers. This enhanced partnership is intended to bridge that gap and empower 0independent
