Orion and Lincoln Financial Group Partner to Offer a Robust Data Platform for Fee-Only Advisors

Orion and Lincoln Financial Group Partner to Offer a Robust Data Platform for Fee-Only Advisors

Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a data platform for advisors who use Lincoln Financial’s suite of variable and fixed annuity solutions.

“Our partnership with Orion underscores Lincoln Financial’s commitment to enhancing the experience of advisors who do business in this channel with technology that helps them succeed and improves their overall workflow,” said Tad Fifer, vice president and head of Registered Investment Advisor Distribution, Lincoln Financial Group.

Fee-only advisors using the Orion platform will experience enhancements including comprehensive fee billing and analysis tools, along with a dynamic data feed directly from Lincoln, enabling advisors to include low-cost annuity solutions in their client portfolios.

“We’re thrilled to partner with an industry leader like Lincoln in their efforts to expand the availability of timely, verified product data,” said Orion CEO Eric Clarke. “Income planning has become a significant concern for many pre-retirees. With the direct data connection between our platforms, advisors can now manage annuities seamlessly in Orion and enjoy frictionless access to other planning-focused capabilities that support the needs of these clients.”

Lincoln’s relationship with Orion is part of a series of technology integration enhancements Lincoln is making in 2018 to bolster its presence among registered investment advisors.

“Orion’s direct product data enhances the overall experience for our partner firms,” said Cooper Sinclair, head of Registered Investment Advisor Strategy & Operations, Lincoln Financial Distributors. “Together, we will deliver more unique solutions that offer protected lifetime income for clients who need it, along with fixed-income alternatives that are useful in the current economic environment.”


Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. Orion provides integrated and fully customizable technology solutions. Orion’s technology solutions empower more than $600 billion in AUA, and over 2 million accounts. For more, please visit www.OrionAdvisor.com.


Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives. Today, more than 17 million customers use their retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $253 billion in assets under management as of March 31, 2018. Lincoln Financial Group, a committed corporate citizen, was named one of the Forbes Best Employers for 2018, is a member of the Dow Jones Sustainability Index North America, and received a perfect score of 100 percent on the 2018 Corporate Equality Index. Learn more at: www.LincolnFinancial.com.

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