Orion Expands Behavioral Finance (BeFi) Leadership with Launch of “PulseCheck” Tool at Orion Ascent

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today launched "PulseCheck," live from its flagship event Orion Ascent, in San Diego. This sophisticated behavioral finance tool, developed by Orion’s Chief Behavioral Officer Dr. Daniel Crosby and his team, considers investors’ personal well-being and fulfillment as part of the financial planning process. It embodies Orion's commitment to empowering advisors, helping them to