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Empowering CTOs with Seamless Integration: The Orion Advisor Tech Solution

Simplify Workflow with Integrated Technology

Orion Advisor Tech offers a cutting-edge solution specially designed to empower Chief Technology Officers (CTOs) by providing seamless integration and efficiency in wealth management. With Orion's technology, CTOs can banish siloed tech and streamline their advisors' workflow, allowing them to focus on building better client relationships and fostering business growth. This integrated UX solution is designed to simplify day-to-day operations and eliminate the complexities of managing disparate systems.

Key Features for CTOs

Orion's technology provides robust support for CTOs, offering solutions that encompass billing, reporting, trading, compliance, data services, and integrations. By leveraging Orion's platform, CTOs can spend less time on manual tasks such as fee calculations, report generation, and portfolio management. The platform's intuitive interface and comprehensive sub-report options make it easy for CTOs to build personalized portfolios, automate compliance processes, and access clean, timely data for efficient operations.

Orion Stacks: Unifying Critical Solutions

Orion Stacks is a game-changer for CTOs, providing a unified experience by seamlessly connecting all essential tools on a single platform. CTOs can leverage Orion Stacks to propel productivity, enhance client satisfaction, and drive firm growth. With Orion Stacks, CTOs can choose the right 'Stack' for their team, ensuring major momentum in their advisory services. The integrated nature of Orion Stacks enables a cohesive experience for CTOs, simplifying technology management and enhancing overall efficiency.

Scalable Technology for Firm Success

Orion Advisor Tech understands the importance of scalability for advisors, especially in handling growth and managing increasing data volumes. Their technology stack allows advisors to efficiently scale their operations, leading to improved client experiences, better data management, and enhanced competitive advantage. By selecting and implementing Orion's scalable technology solutions, CTOs can ensure that their firms can adapt to evolving client needs, stay ahead of industry trends, and drive sustained growth.

Orion Advisor Tech: Empowering Fiduciary Process for Wealth Management Success

Empowering Financial Success

Orion Advisor Tech provides a tech-enabled fiduciary process that empowers wealth management firms to attract new clients seamlessly, align planning goals with investment strategies, and help investors achieve their unique financial objectives. By offering a comprehensive approach that covers prospecting, planning, investing, and achieving, Orion ensures that firms have the tools they need to drive organic growth through client acquisition and engagement activities that are seamlessly integrated with the financial planning process.

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Empower Your Firm's Success with Orion Advisor Tech Wealth Management Solutions

Maximize Profitability and Efficiency

Orion Advisor Tech offers a comprehensive wealth management solution designed to help financial firms maximize profitability, streamline operations, and enhance client experiences. By leveraging cutting-edge technology and flexible investment options, firms can expand their offerings, increase efficiency, and drive growth. Orion's integrated Advisor Portal empowers firms to generate personalized proposals, facilitate BeFi-driven financial planning, and deliver engaging client experiences.

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Empowering Wealth Management Professionals: Meet Orion Advisor Tech's Leadership Team

Meet Our Leadership Team at Orion Advisor Tech

Orion Advisor Tech is a leading provider of innovative technology solutions for the wealth management industry. At the helm of this cutting-edge company is an experienced and dedicated leadership team that is committed to empowering wealth management professionals with the tools they need to succeed. Let's meet some key members of the leadership team: Natalie Wolfsen, the Chief Executive Officer, brings a wealth of experience and vision to Orion. Under her leadership, the company has continued to drive innovation and provide exceptional service to its clients. Ron Pruitt, President of Orion Wealth Management, is dedicated to ensuring that Orion's solutions meet the needs of wealth management firms and their clients. Mark Mayo, the Chief Financial Officer, oversees the financial health of the company and ensures that it remains sustainable and profitable. Kylee Beach, the General Counsel, provides legal expertise and guidance to ensure compliance and risk management. Julie Lane, the Chief Human Resources Officer, focuses on building a strong team and a positive workplace culture. Betsy Jazynka, the Chief Marketing Officer, leads the marketing initiatives to promote Orion's offerings and reach new audiences. Chris Shutler, as the Head of Strategy, drives the company's strategic direction and growth initiatives. Together, this dynamic team is committed to driving success for Orion and its clients.

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Empowering Chief Technology Officers with Integrated FinTech Solutions from Orion Advisor Tech

Enhancing Efficiency and Performance with Orion's FinTech Solutions

Orion Advisor Tech offers innovative and reliable FinTech software solutions to empower Chief Technology Officers (CTOs) in navigating the complexities of financial markets and the ever-evolving regulatory landscape. By leveraging Orion's performance-driven technology, CTOs can streamline operations, eliminate siloed systems, and enable advisors to focus on building strong client relationships and driving business growth. With a clear focus on risk management, innovation, and compliance, Orion's solutions aim to provide a better balance for CTOs, ensuring they stay ahead in the fast-paced world of wealth management.

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Empower Your Advisory Practice with Orion Advisor Tech's Comprehensive Solutions

Enhance Client Focus and Operational Efficiency

Orion Advisor Tech offers a cutting-edge all-in-one software program designed to help advisors focus on their clients while streamlining operational tasks. By leveraging their top-rated CRM, Portfolio Accounting, and All-In-One software solutions, advisors can spend more time building relationships and growing their business. This efficiency is supported by the fact that Orion Advisor Tech holds the #1 market share for these crucial software categories, as validated by the T3 Inside Information Software Survey for 2024.

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