Technology

Orion Advisor Services is a robust suite of technology tools that includes customizable client facing reports, an interactive client portal, business analytics, and an easy-to-use mobile app for clients. Orion is the hub of our client data and feeds the rest of our technology suite. It has direct feeds with most custodians, including LPL Financial, Charles Schwab, Fidelity and TD Ameritrade.

We use riskalyze to conduct our firm's portfolio analysis, proposal generation, and rebalancing. Using the innovative Risk Score, we use Riskalyze as a guide in constructing a client's portfolio, matching it to their investment objective, and keeping it in line with the risk target. The program creates invaluable conversations around risk, that most clients are not having, helping to galvanize relationships.

Wealthbox is our advisor centric Customer Relationship Management ("CRM") solution. The system acts as the hub for client contact information, notes, task, events, and even emails. A convenient mobile app allows you to know what's going on with your clients wherever you are. Our team is skilled in the nuances of this platform, allowing for an incredibly efficient onboarding process.

MoneyGuide Pro is the firm's financial planning software. As the pioneer of the goals based financial planning approach, MoneyGudie Pro has built thousands of financial plans since its inception. The software allows our advisors to run complex Monte Carlo analysis on a client's goals, but present it in a way that is easy to understand and digestible. It gives our advisors the visuals and data they need to turn their words into concrete recommendations and acts as a cornerstone of the client's financial planning relationship.