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Wealthtech Vendors Scramble as Orion Introduces Data Access Fees
The monthly Connected Ecosystem Support Fee has sparked debate over transparency, pricing models and who ultimately bears the cost in an AI-driven advisory landscape.
Summary as published by WealthManagement.com
More on Orion
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Orion’s New Integration Fees Put the Squeeze on Vendors, But Will RIAs Be Stuck With The Bill?RIABiz · Sep 10, 8:51 AM ET
Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane
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