Launching a new investment advisory firm comes with challenges that can set the tone for long-term growth. For Auour Investments, choosing the right technology partner was pivotal. From the beginning, they needed a solution that could not only manage the core functions of their business but also evolve with their needs as they scaled.

Orion provided the tools and flexibility Auour needed to maximize efficiency, reduce manual work, and keep client service at the center of their business. By leveraging Orion’s integrated platform, Auour’s team has streamlined compliance, billing, trading, and portfolio management while keeping headcount lean and maintaining their client-first philosophy.