Orion Summit Experience
Reimagine the Wealth Experience
Bring your data, advisors, and clients together through a single, seamless, and connected platform.
In the Summit Experience Overview, you’ll see how Summit helps you:
- Unify your data, clients, and workflows across one intuitive platform.
- Enhance advisor efficiency through simplified processes and deeper insights.
- Deliver personalized, interactive client experiences that build lasting trust.
- Scale your business confidently with technology built for flexibility and growth.
Tailored Client Dashboards
Go beyond generic portals. Give clients a bespoke, interactive view of their wealth that feels as high-touch as your service — branded, intuitive, and always up to date.
Unified Advisor Command Center
Bring everything together — portfolios, planning, CRM, service activity — in one refined interface designed to help advisors move faster and deliver deeper value in every interaction.
Actionable Intelligence, Powered by Denali
Clean, connected data fuels every part of Summit. With practical insights and seamless cross-system connections, you get precision, not guesswork.
Elegant Planning + Collaboration Tools
Transform client conversations with dynamic visuals, shared goal tracking, and personalized wealth journeys — all housed in a digital experience as thoughtful as your advice.
White-Glove Onboarding and Configuration
This isn’t an off-the-shelf portal. We co-create the experience with your team — tailoring layouts, permissions, integrations, and content to match your brand, workflows, and client base.