Orion and DPL Financial Partners announced an expanded integration that embeds DPL’s annuity comparison and analysis tools directly into Orion Connect, the company’s flagship advisor platform. The move gives financial advisors seamless, in-platform access to commission-free annuities and insurance solutions designed to improve client outcomes and support organic growth.
The integration launches with three of DPL’s annuity tools built into Orion Connect, enabling advisors to evaluate income strategies, identify held-away assets, and implement retirement solutions without leaving their core workflow. Historically, annuities have existed outside traditional advisor systems, requiring separate platforms, manual paperwork, and fragmented processes. By embedding DPL’s tools and marketplace within Orion Connect, advisors can now access fee-based products from leading carriers and manage them alongside portfolio construction, financial planning, and client relationship management activities.
Among the capabilities now available are an Annuity Comparison Calculator that evaluates existing client annuities against low-cost, commission-free alternatives aligned to retirement income, principal protection, or growth objectives; a Guaranteed Income Analysis tool that models predictable retirement outcomes directly within a financial plan; and a Multi-Year Guaranteed Annuities marketplace that allows advisors to compare and apply for commission-free MYGAs. The tools are powered by DPL’s rules-based engine and extensive product database, generating recommendations aligned with client goals and supporting digital application workflows.
DPL also provides support from insurance-licensed agents, meaning investment advisor representatives do not need to hold licenses or FINRA registration to incorporate annuities into client financial plans.
The announcement builds on the companies’ existing partnership, which previously enabled annuity data integration and platform connectivity between Orion and DPL. The expanded integration deepens that relationship by placing advanced annuity capabilities directly within the system advisors already use to manage portfolios and financial plans.
DPL currently administers more than $5.8 billion in assets across 8,500 RIA firms serving more than 19,000 advisors. Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets as of December 31, 2025, supporting over 8 million technology accounts. According to Barron’s 2025 Top 100 RIA Firms ranking, 17 of the top 20 firms rely on Orion’s technology platform.
KEY QUOTES
“Commission-free annuities are becoming an essential part of modern, fiduciary financial planning — but advisors need technology to access and implement them without friction. Through this integration of DPL’s annuity tools and product insights, advisors have the ability to evaluate income strategies, uncover held-away assets, and deliver more confident retirement outcomes without leaving their core workflow. This is about meeting real client needs while helping advisors grow and scale their practices in a way that’s fully aligned with their fiduciary process.”
Reed Colley, President of Orion Advisor Technology at Orion
“With commissions removed, annuities can be used as a structured solution to deliver efficient retirement income and protection from market volatility. Through this embedded experience within Orion’s platform, annuities are now integrated with other investments and tools advisors use to manage client portfolios. And they can be leveraged in an advisory practice as fee-billable assets.”
David Lau, Founder and CEO of DPL Financial Partners
