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Team Meeting


June 24 2021 – Red Bank, NJ 

Marketware International today announces a strategic alliance with Orion Advisor Solutions to provide banks, broker-dealers, and other enterprise-level institutions access to Orion’s recognized technologies. Marketware aims to leverage its global institutional network, making it easy for financial institutions across North America and beyond to access Orion’s wealthtech platform.  

Marketware’s promise to clients is to establish the standard for the financial services industry through technology and strategic alliances. Orion’s tech-enabled, fiduciary framework, which empowers financial professionals at every step of the client relationship, will become an important part of Marketware’s offering.

"Clients demand financial guidance that understands their unique goals, connects them to tailored investment strategies, and tracks their progress and success in a dynamic, easy-to-understand way. We are excited about our new relationship with Orion through the new Marketware OneWorld partner program. With a solid industry reputation of over two decades and deep market knowledge, we recognize that success for clients lies heavily on the selection of the right partners and solutions," said Jose Pierre, CEO of Marketware International. "We look forward to introducing Orion’s platform to a robust market of financial institutions.” 

“Marketware’s growing client network is a vital door-opener for our wealthtech platform,” said Kyle Hiatt, Executive Vice President, Tech & Enterprise Sales at Orion Advisor Solutions. “As the pace of our innovation and growth accelerates, we are eager to connect with a market of potential enterprise partners looking for tools to meet their complex objectives and better understand and serve their clients.” 

About Orion Advisor Solutions

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and HiddenLevers, create a complete offering that empowers firms to attract new clients seamlessly; connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,200 advisory firms with $1.5 trillion in assets under administration and an additional $50 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at

Marketware and Orion News: News
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