Orion Trading: Trade Without Compromise
Ready to transform your portfolio management and trading? Watch Michael Stern introduce Orion Trading, a platform designed to simplify trade processing and enhance advisor efficiency. With features like centralized trade desks, model and cash management, and upcoming enhancements like tax tools and an insights dashboard, this video showcases how the tool streamlines workflows and enhances client engagement.
Considering a Switch in Tech Providers?
Before integrating Orion's technology suite, Wealthcare faced operational hurdles that limited growth and efficiency. The adoption of Orion's Portfolio Accounting and Trading tools marked a turning point, enabling seamless integration with custodians and driving significant firm-wide growth.