At Future Proof Festival, Orion today expanded its collaboration with Anthropic, launching Orion’s MCP connector for Claude for Financial Advisors. Using Orion’s connector within the Claude for Financial Advisors plugin, advisors can ask for a client update, meeting prep, or a read on their pipeline in plain language and get an answer assembled from their own live Orion Connect portfolio data and Redtail CRM records.
Preparing for a single client conversation often means pulling reports from one system, checking relationship history in another, and reassembling the context by hand. The new plugin collapses that work into one conversation. The advisor asks, and Claude puts the answer together from the same data the firm already trusts. The plugin respects an advisor’s existing Orion and Redtail permissions while giving firms firmwide controls and governance over access, so advisors see only what they are entitled to see.
The Orion MCP connector functions as an integration between Orion and Claude and is available now in Anthropic’s Claude connector directory. It builds on the collaboration Orion and Anthropic first announced in February 2026.
What advisors can do with it
The Claude plugin with preconfigured skills and connectors is built for advisors, advisory teams, and operations staff who want to spend less of the day assembling information. At launch, it will support four everyday tasks:
- Walk into a client meeting already prepared. Ask for a client update and get performance, holdings, recent activity, and relationship history pulled together into a meeting agenda with proposed talking points, rather than assembling it from multiple systems beforehand.
- Leave a meeting with follow-ups already written up. Turn meeting notes into a clean summary with clearly identified action items, owners, and next steps, so nothing is lost between the conversation and the CRM.
- See where the business stands without building a report. Get a read on the opportunity pipeline, including what is progressing, what has stalled, and what is close, plus a prioritized list of prospects and clients worth reaching out to next.
- Get to the point of a report faster. Point Claude at a report and get the notable activity called out, with talking points ready for the next client or team conversation.
How the plugin connects to Orion
Orion’s MCP connector connects Claude to two Orion systems: Orion Connect, where the firm’s portfolio and account data lives, and Redtail CRM. Claude uses those connections to read and bring together information the advisor already has permission to see.
“Advisors still spend too much of the week on work that isn’t advice: pulling reports, checking relationship history and rebuilding the same client context by hand,” said Reed Colley, President of Orion Advisor Technology. “Orion Connect and Redtail are the systems advisors run their businesses on. Bringing that trusted data into Claude means an advisor can ask one question and get an answer their firm still governs, with each person seeing only what they are entitled to see.”
A front door to Orion for firms building their own AI
The same connection that powers the Claude plugin is built so firms can connect their own AI to Orion, with Orion serving as the front door to the data and workflows advisors already run their businesses on. Firms early in their AI work can start with Orion’s connector for Claude for Financial Advisors, and firms ready to build their own can connect directly via the new Orion Denali Gateway Portal.
“Advisors’ data has to stay theirs, and it has to be usable wherever they choose to work, so we built Orion to be the front door to it,” Colley said. “We’re meeting firms where they are in their AI work. Start with our plugin for Claude today, and when a firm is ready to build its own, connect straight into Orion’s Denali Gateway Portal.”
Attend the Sept. 30 Orion and Anthropic webinar to learn more
Future Proof Festival attendees can see live demos at Orion’s booth (#419), and anyone interested in learning more can register for a Sept. 30 webinar featuring leaders from Anthropic and Orion to see the plugin in action. More details are available at Orion.com/Claude.
About Orion
Orion is a wealthtech leader, powering financial advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.¹ As of June 30, 2026, Orion services $6.6 trillion in assets under administration and $211 billion of wealth management assets, supports more than 8.6 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.²
¹ T3/Inside Information Advisor Software Survey, 2026.
² 2025 Top 100 RIA Firms, Barron’s, 2025.
Wealth Management Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC (“OPS”) and TownSquare Capital, LLC (“TSC”) on their proprietary platforms; assets in proprietary and third-party models made available through the Orion Investment Portal; assets in OPS proprietary models managed on third-party platforms; and assets associated with outsourced services provided by OPS or TSC such as trading, billing, or back-office administration.
Outputs generated by Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.
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