MidWestOne Bank makes technology investment in Orion
Business Record Staff Aug 7, 2025 | 2:16 pm
1 min read time
122 wordsAll Latest News, Banking and Finance, Innovation and EntrepreneurshipMidWestOne Financial Group Inc., the Iowa City-based parent company of MidWestOne Bank, has announced a strategic collaboration with Orion, a provider of wealthtech solutions for financial advisers and the enterprise firms that serve them. According to a news release, the collaboration will help enhance MidWestOne’s Private Wealth investment management capabilities. Through Orion’s platform MidWestOne Bank’s private wealth clients will benefit from advanced investment management tools and MidWestOne’s portfolio managers will have access to hundreds of third-party separately managed account solutions and a range of strategist models to tailor investment strategies for each client. The platform will also provide MidWestOne with more robust and customizable reporting options, including comprehensive reports covering clients’ private wealth assets, brokerage/RIA assets, financial plans and risk analysis.