Envestnet, Orion Partnerships Add More Open Architecture to Portfolio Management Tools/TAMPs
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The Daily Upside. (2026, May 21). Envestnet, Orion partnerships add new advisor tools to competing TAMPs. The Daily Upside. https://www.thedailyupside.com/advisor/wealthtech/envestnet-orion-partnerships-add-new-advisor-tools-to-competing-tamps/
Established TAMPs are actively building interconnected technology ecosystems to provide financial planning professionals with better tools.
Orion recently introduced an upgraded integration with Flourish that allows eligible client cash account data to be linked directly into its reporting and planning workflows.
This inclusion of held-away cash assets enables advisors to have deeper, more comprehensive planning conversations regarding cash-flow management and excess cash.
Concurrently, Envestnet announced a new partnership with the rapidly growing registered investment advisory firm Osaic to consolidate asset management onto a single platform.
The Envestnet and Osaic collaboration is intended to help advisors manage client portfolios more efficiently while simultaneously growing their platform assets.
Industry executives note that these partnerships reflect a larger structural trend toward unified, platform-based asset management and open-architecture software.
Ultimately, these technological integrations and shifts away from proprietary, walled-off data systems are designed to enhance the overall wealth management experience for both advisors and clients.