In today’s rapidly evolving financial landscape, advisors must do more than just manage investments—they need to help clients align their wealth with their values. That’s why UI Charitable Advisors, Asset-Map, and Orion are coming together for an exclusive webinar on April 22, 2025, designed to empower advisors with cutting-edge tools and strategies for integrating charitable giving, behavioral finance, and purposeful investing into client conversations.
Join us for “Next-Gen Wealth & Purpose”, where we’ll explore how financial professionals can leverage technology to make philanthropy a seamless and impactful part of wealth planning.
Bringing Purpose to Wealth Planning: What Each Company Offers
Our expert panel will walk through how their respective solutions can help advisors engage clients in meaningful conversations about wealth, values, and giving.
🔹 Asset-Map: Visualizing Financial Planning
Asset-Map provides a visual-first financial planning tool that helps advisors and their clients see the full picture of their financial landscape. By offering a simple yet powerful visual representation of assets, liabilities, and goals, advisors can quickly build trust and guide discussions around what truly matters.
🔹 Orion Advisor Solutions: Connecting Investment Strategies with Behavioral Finance
Orion’s robust tech platform integrates portfolio management, behavioral finance insights, and real-time investment data to help advisors align investment strategies with their clients’ objectives. With behavioral finance at its core, Orion helps advisors anticipate client needs and tailor investment decisions accordingly.
🔹 UI Charitable Advisors: Simplifying Charitable Giving & Legacy Planning
UI Charitable Advisors specializes in tax-efficient charitable giving strategies, helping advisors introduce philanthropy in a way that resonates with their clients. From Donor-Advised Funds (DAFs) to legacy planning, UI Charitable Advisors provides the expertise and tools to make giving an integral part of financial planning.
How These Platforms Work Together
By integrating these solutions, advisors can offer a seamless, tech-driven approach to financial planning and charitable giving. Here’s how these platforms complement each other:
✅ Asset-Map + Orion: Orion’s real-time investment data enhances Asset-Map’s visual representation, allowing advisors to illustrate financial priorities with up-to-date insights. This makes it easier for clients to see where philanthropy fits within their broader financial goals.
✅ Orion + UI Charitable Advisors: With UI Charitable Advisors’ Donor-Advised Funds (DAFs) integrated into Orion Connect, advisors can pull all client accounts into one platform and even invite clients to open DAFs directly. A single sign-on (SSO) feature makes access seamless, ensuring that giving is as convenient as investing.
Real-World Application: Bringing Purpose to the Wealth Conversation
Imagine a client who wants to create a legacy of giving but isn’t sure where to start. Using Asset-Map, Orion, and UI Charitable Advisors, an advisor can:
Map out their entire financial picture using Asset-Map, visually identifying assets available for charitable giving.
Leverage Orion’s behavioral finance insights to understand the client’s motivations and align investments with their values.
Introduce a Donor-Advised Fund (DAF) through UI Charitable Advisors, showing how philanthropy can be tax-efficient and impactful.
Engaging Next-Gen Clients in Purpose-Driven Wealth
The next generation of investors isn’t just looking for financial returns—they’re seeking social impact and values-aligned investing. Advisors who can bridge the gap between wealth and purpose will build deeper client relationships and differentiate themselves in a competitive market.
Key Takeaways for Advisors:
✔️ Understand behavioral finance’s role in investment and charitable giving decisions.
✔️ Learn why next-gen investors prioritize values-based investing and social impact.
✔️ Gain actionable strategies to start conversations around philanthropy and wealth planning.
Join Us on April 22, 2025!
Don’t miss this opportunity to learn from the leaders in financial planning, investment technology, and charitable giving. Whether you’re an experienced advisor or just starting to explore purpose-driven wealth management, this webinar will equip you with the insights and tools to better serve your clients.
🔹 Date: April 22, 2025
🔹 Time: 3PM ET
🔹 Register Here: https://asset-map.zoom.us/webinar/register/4917436960661/WN_8BM1nm04SCGLw9gCpLnSZQ#/registration
Let’s build a future where wealth and purpose go hand in hand. See you there! 🚀
