57% of Advisors

believe a lack of integration between their core applications is their biggest technology pain point.¹

When their tech is actually integrated? 50% of advisors report increased growth through new client acquisition — plus, greater operational efficiency (89%) and greater value to their clients (76%).²

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Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process.

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Explore the best stack for you, and see for yourself how Stacks create greater momentum for your firm, enabling you to finally focus on what matters most — growing and scaling your business.

Power your success with the
#1 All-In-One Software Program
used by Advisors.³

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Related Content

¹Source: https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration

²Source: Orion Advisor WealthTech Survey, 2023

³Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for All-In-One Software Programs.

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.

Compliance Code: 1 9 2 4, Orion Advisor Technology, July 18, 2023