Voya Financial announced it is collaborating with Orion, a provider of transformative wealth-tech solutions for financial professionals, to launch a new and enhanced technology platform for its Voya Financial Advisors (VFA) business. And Voya WealthPath will offer VFA’s financial professionals an integrated experience of in-plan, retail, and advisory solutions like financial planning and client relationship management tools.
This new platform offers a more efficient and streamlined experience for the firm’s network of financial professionals, helping them better manage their business, service and retain clients, and grow their practices.
Voya WealthPath comes at a time when Voya is focused on investing in its financial professional platform and accompanying retail presence. This new solution builds on Voya’s continued technological enhancements and value-added services that support financial professionals and clients.
With the Orion end-to-end platform, Voya WealthPath offers a new set of integrated technology solutions, product offerings, and resources to help VFA financial professionals further connect individuals’ workplace and retail needs — both in and out of one’s retirement plan. This includes an enhanced digital and service experience for financial professionals and clients, including new retail brokerage and advisory account opening processes, seamless data integration, and easier client interaction tracking.
This new solution will also provide financial professionals access to enhanced financial planning tools. It will give clients a more comprehensive view of their complete financial picture to deliver holistic advice, connect progress toward goals, and collaborate on goals-based planning — all on one easy-to-use platform.
The launch of Voya WealthPath further complements and builds on Voya’s comprehensive suite of in-plan and retail advice and guidance solutions designed to help individuals work toward their financial goals. More recently, Voya introduced a new dual Qualified Default Investment Alternative, providing plan participants with more personalized retirement investments and broader sophistication for asset allocation.
Voya’s growing support solutions also include its advisory services program through Voya Retirement Advisors, advisor managed accounts advisory program and myVoyage personalized financial-guidance, and connected workplace-benefits digital platform.
Voya plans to continue investing in its broader retail wealth management presence throughout 2025 and beyond by providing new solutions to support its financial professionals. Voya’s Retail Wealth Management business—which serves the needs of both in-plan and out-of-plan customers—supports $31 billion in Retail Client Assets.
KEY QUOTES:
“Over the past several years, Voya has delivered on our mission and vision of serving our clients and the financial professionals we work with while continuing to meet the evolving health, wealth, and investment needs of our customers and their participants. Our commitment and relentless focus on customer satisfaction has been supported through the products and services we offer today, along with the technology we provide to financial professionals. The enhancements we are offering through this new platform expand what VFA offers to the marketplace and reinforce Voya’s commitment to building a foundation for competitive growth across our broad scope of advisory solutions.”
“At Voya, we are committed to investing in our advisory business to deliver a differentiated experience for our customers. Our goal is to empower advisors and other financial professionals with the support they need to thrive in a rapidly evolving landscape, and working together with Orion, a provider who is focused on innovation, does just that. As we continue to invest in the technology utilized by Voya Financial Advisors, we remain well-positioned for growth within the Retail Wealth Management space while being able to offer distinctive value to financial professionals and their clients.”
– Jonathan Reilly, president, Voya Financial Advisors
“We are excited to work together with Voya Financial Advisors to elevate the advisor technology landscape. The new platform, designed to offer a best-in-class, unified experience, integrates Orion’s pioneering technology seamlessly with Voya’s systems, enriching every aspect of the advisory process from financial planning to compliance and portfolio accounting. Working with Voya underscores our commitment to supporting financial professionals’ unique business goals by providing highly flexible technology solutions that help drive growth and efficiency. Through this collaboration, we are empowering VFA’s financial professionals to thrive in a rapidly evolving marketplace with the tools they need to enhance their client experiences and expand their practices efficiently.”
– Todd Bertucci, Orion’s EVP of Technology Sales
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