Introducing Orion Stacks: One Integrated UX. One Agreement. All the Power of Orion.
Almost 60% of advisors believe a lack of integration between their core applications is their biggest technology pain point.* Meanwhile, 50% of advisors report increased growth through new client acquisition when their tech is actually integrated.**
Introducing Orion Stacks: a new way we’re banishing siloed advisor tech forever and helping you harness growth for your firm.
Join Eric Clarke, Chief Executive Officer, Brian McLaughlin, President, Advisor Tech, and Kyle Hiatt, Executive Vice President of Business Development, for an exclusive look at how Orion Stacks empower you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm within Orion’s Fiduciary Flywheel: a tech-enabled process that empowers fiduciary advisors to attract new clients, connect planning goals to investment strategies, and ultimately achieve each investor’s goals.
Watch now to explore the best stack for spurring your business to greater momentum and finally focus on what matters most - growing and scaling your business.
**Orion Advisor WealthTech Survey, 2023.