Orion Partners is a Santa Rosa-based company that offers a range of technology and investment solutions for wealth management professionals. Their tech-enabled fiduciary process allows advisors to attract new clients, connect planning goals to investment strategies, and help investors achieve their unique financial goals. With a focus on scalability, their offerings include portfolio accounting, CRM, trading, risk intelligence, compliance, and planning tools.
Orion Partners also provides access to third-party strategists through their Model Marketplace, as well as proprietary investments and outsourced investment management services. Their goal is to empower advisors with the tools and insights they need to grow their business and deliver holistic advice to their clients. With a strong emphasis on technology and innovation, Orion Partners aims to help wealth management professionals thrive in the ever-evolving financial landscape.
Generated from the website