MassMutual

Aug 28, 2025

New system consolidates essential advisor functions into one platform Share MassMutual has launched a new wealth management solutions (WMS)-Orion platform, a move that blends its insurance program with expanded investment and technology capabilities. The initiative, developed with Orion, gives more than 6,500 affiliated financial professionals a single platform to manage insurance, retirement and wealth planning needs for clients. The new system consolidates essential advisor functions into one integrated platform. By simplifying workflows and boosting operational efficiency, MassMutual said it is aiming to free up advisors to spend more time on client relationships, including protection planning and retirement income strategies where insurance plays a critical role. MassMutual also emphasized that the platform extends beyond technology efficiency by opening access to a broader range of investment strategies. With the platform, advisors can utilize Core Select, a managed account structure built with curated strategies from leading investment managers, as well as a high-net-worth advisory service starting at $1 million. These tools are positioned to complement MassMutual’s existing insurance and retirement solutions, enabling professionals to deliver more comprehensive, long-term financial plans, the company said. The move reflects a growing industry trend: insurers increasingly see integrated wealth platforms as a way to deepen relationships, blending traditional protection products such as life and disability insurance with broader investment solutions. For MassMutual, the new offering provides a mechanism to tie wealth accumulation with insurance-led protection, creating cross-selling opportunities while also meeting rising client expectations for digital, customised advice. Industry observers said this kind of development underscores how life insurers are repositioning themselves in the competitive financial services market. Analysts noted that technology partnerships give insurers a way to extend their relevance beyond traditional protection lines, particularly at a time when wealth managers and fintech firms are encroaching on retirement and estate planning. In this context, MassMutual’s collaboration with Orion is seen as a strategic step to strengthen its role in both insurance and wealth advice. The WMS-Orion platform will be available through MML Investors Services, MassMutual’s broker-dealer and investment adviser subsidiary, which oversees $274 billion in client assets. Related Stories