Fintech bytes: Jump secures fresh $80M funding in Series B
Also, Orion and Nitrogen have each announced strategic integration updates that could strengthen their support for retirement-focused advisors.
Orion embeds DPL’s commission-free annuities in core advisor workflow
Orion is deepening its push into insurance inside the advisor desktop, adding technology from DPL Financial Partners directly into Orion Connect. The expanded integration gives advisors access to commission-free annuities and insurance tools inside Orion’s main interface, rather than having to toggle between systems.
The launch brings three DPL tools into Orion Connect at the start: an annuity comparison calculator, a guaranteed income analysis feature, and an in-platform marketplace for multi-year guaranteed annuities. The tools are powered by DPL’s rules-based engine and product database, supporting recommendations, client-facing proposals, and digital applications.
“Commission-free annuities are becoming an essential part of modern, fiduciary financial planning – but advisors need technology to access and implement them without friction,” said Reed Colley, president of Orion Advisor Technology. He said embedding DPL’s tools lets advisors evaluate income strategies, uncover held-away assets, and deliver retirement recommendations “without leaving their core workflow.”
The integration is meant to pull annuities into the same environment where advisors already manage portfolios, plans and client relationships. Orion and DPL say the approach allows advisors to address income and protection needs with fee-based products that are generally lower cost, can offer higher payout rates and greater liquidity, and can be treated as fee-billable assets in an advisory practice.
