-
Advisor Tech
-
-
Recommended
-
-
Wealth Management
-
-
Recommended
-
-
Who We Serve
-
-
IndividualsFirms
Recommended
- Resources
-
-
LearnEngageConnect
Recommended
Orion Summit Experience
Not just another portal — a premier experience for firms that demand more for their clients
A premium experience for firms that lead with service.
Leveraging Orion's portfolio
accounting engine
Powered by Denali — our
modern, wealth-tech optimized
data layer
Integrated with Redtail,
Salesforce, Orion Planning,
and more
Your Tech Should Match the Experience You Deliver
When investors come to your firm, they’re not just looking for returns — they’re looking for a relationship, a plan, and a digital experience that feels as refined as your advice.
But most platforms fall short, leaving advisors with clunky workarounds and clients with underwhelming portals.
The Orion Summit Experience bridges the gap — unifying your technology into a seamless interface that reflects the excellence your firm delivers.
It’s a premier experience layer that empowers advisors and more deeply engages clients.
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 actionable 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.
Built to Navigate ComplexityModernize Operations for Multi-Generational Wealth
Family offices face a unique blend of structure, strategy, and sensitivity. The Summit Experience adapts seamlessly to multi-generational needs with dynamic reporting, estate visualizations, and configurable views — empowering your team to operate with clarity and composure, no matter the complexity.
Make Every Touchpoint CountDeliver Elegance. Inspire Confidence.
Today’s most discerning investors expect more than access — they expect refinement. The Summit Experience helps you exceed expectations with polished, branded dashboards, personalized wealth journeys, and immersive mobile-first design — transforming every interaction into a reflection of your firm’s excellence.
One Workspace. Everything You Need.Streamline with Sophistication.
The Summit Experience gives advisors and support teams a refined, all-in-one interface that eliminates data silos and cluttered workflows. Prepare with confidence, respond with speed, and operate at a higher standard — all without switching systems or sacrificing quality.
TruePoint Wealth CounselClarifying Complex Plans. At Scale.
With the Summit Experience, TruePoint created a white-labeled experience that simplifies estate plans and brings their brand to life — for enhanced service and storytelling.
Vincimus CapitalTurning Complexity into Confidence
Vincimus leveraged the Summit Experience to centralize portfolio data and integrate key systems, giving advisors and UHNW clients a cleaner, more confident experience.
Redefine What’s Possible.
For Your Clients — and Your Firm.Today’s clients expect digital experiences that rival the brands they trust most: intuitive, personalized, elevated at every touchpoint. But most firms are still stuck stitching together outdated portals, clunky tools, and manual workflows that fall short.
The Summit Experience was built to change that.
Gain a competitive edge with a fully branded, mobile-first experience that puts clarity, elegance, and value front and center — for every client, and every conversation.
Summit is how you can close the gap — and set the new standard.
Free ResourceGetting Wealth-Tech Right
Today’s firms are demanding more from their technology — and rightly so. Get the free guide to walk you through building a modern, scalable wealth experience rooted in unified data, customizable workflows, and flexible infrastructure.
Learn what it takes to deliver next-level personalization, streamline advisor operations, and make every client interaction more impactful — without overhauling your entire tech stack.
WebinarSee the Summit Experience in Action
Join us for a webinar unveiling this premier experience for firms serving complex and ultra-high-net-worth clients. We’ll demo how Summit unifies technology, data, and client touchpoints into an elegant, firm-branded experience that elevates every interaction.
-
-
-
