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August 21.2025

2 Minutes Read

Reed Colley's Vision for Orion: Transforming Wealth Management with Innovation

Reed Colley Orion Advisor Technology portrait and building.

Reed Colley: A Visionary Leader at Orion Advisor Technology

In a rapidly evolving landscape of financial technology, Reed Colley stands out as a transformative leader. Having recently taken the helm as president of Orion Advisor Technology, Colley’s journey commenced in January 2025, following a pivotal period of transition for the company. The departure of Brian McLaughlin, a co-founder and prominent figure in the wealth management tech space, set the stage for Colley’s leadership to shine.

Innovations on the Horizon

Under Colley's stewardship, Orion has eyed a suite of innovative solutions powered by artificial intelligence—a move expected to redefine client interactions and service delivery. “Leveraging technology is about more than just improvement; it’s about creating impactful experiences,” Colley shared, expressing his enthusiasm for integrating AI into Orion's offerings.

Unity in Diversity: Creating a Cohesive Ecosystem

One of Colley’s primary goals is to knit together various acquisitions, including CRM and compliance systems, into a cohesive platform. By doing so, he aims to provide financial advisors with a singular, streamlined view of their client data, often referred to as the “single pane of glass.” This unification is critical in a market where efficiency can significantly enhance client satisfaction.

A Legacy of Leadership and Innovation in Wealth Management

Colley’s career has been marked by pioneering endeavors, from founding Black Diamond Performance Reporting to his latest venture with Summit Wealth Systems, which was recently acquired by Orion. His dual background in engineering and economics equips him with the analytical skills needed to navigate the complexities of wealth management.

The Future is Bright

As Colley settles into his role, the potential for Orion Advisor Technology’s growth is undeniable. His commitment to innovation paired with his extensive experience positions him as a key player in shaping the future of wealth management technology.

This continued evolution reflects a broader trend in the industry towards using technology not only as a tool but as a means to foster genuine relationships between advisors and clients.

Call to Action

For entrepreneurs and business professionals, embracing technological advancements like those seen at Orion can lead to new opportunities and growth. In this fast-paced world, staying ahead with innovative solutions is essential for success.

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