ORION SUMMIT EXPERIENCE CASE STUDY

Where Tech Meets Vision 

 Vincimus Capital and Orion Summit Experience 

The Situation

Vincimus Capital is a multifamily office managing generational wealth primarily through unique and exclusive alternative investments. Its founder Lockwood Holmes is highly inspired by this quote by Earnest Shackleton:  

“Through Endurance We Conquer”    

Prior to launching Vincimus and going independent, the advisors at Lockwood’s firm faced challenges in managing alternative investments, which are a central piece of the firm’s investment philosophy and a key differentiator in the ultra-high-net-worth market. Unlike traditional investments, alts operate differently than public investments and require time-consuming and clunky offline tracking and accounting.  

Vincimus prioritized a system designed to not only manage and report on investments, but also to paint a clearer picture of each client’s wealth.  

What were they looking for?  

A platform that would streamline their reporting process and enhance the overall client experience. For this they needed a tech partner who could offer the right functionality while ensuring a smooth and precise transition for their clients – mainly ultra-high-net-worth investors.

This is when they found Orion’s Summit Experience: A different kind of wealth-tech platform for modern RIAs. Together, they were able to create a tailored solution that revolutionized Vincimus’ data management, traditional and alts reporting, and how they communicated and collaborated with clients. 

Overview

Who They Are

Vincimus Capital is an investment advisory firm established in 2022. The firm offers financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth individuals, and business owners.  Lockwood Holmes, Jr. is the Founder & CEO of Vincimus Capital, where he leads client relationships and investment architecture. Lockwood founded Vincimus Capital to focus on what he loves the most: developing deep long-lasting relationships and empowering families to effectively steward their resources. 

financial advisor client conversation

The Solution

The firm turned to Summit for a tailored solution that revolutionized their data management and reporting processes, particularly for alternative investments. 

Vincimus Capital COO Morgan Phillips says that they were looking for something that could really tell a story in a succinct way and convey something complex in a very simple and elegant manner.  

That’s exactly what the Summit Experience offered.

  1. Summit developed a solution that automated and radically simplified Vincimus’ reporting capabilities. The solution was a true partnership and co-creation, with a platform focused on streamlining and cleanliness.

     

  2. The Vincimus team was able to focus on their core operations and client relationships while Summit focused on technical aspects - customized solutions and handling the migration process seamlessly. 

The solution is a game changer; dynamic, intuitive, and tailored to our needs. They spoke our language, understood investor needs first-hand, and offered visionary solutions to accomplish our goals. Without the Summit Experience, we’d still be drowning in spreadsheets. It’s precisely what we needed.

— Morgan Phillips, COO
Vincimus Capital

Orion’s Summit Experience– The right tech partner for your firm 

In the Summit Experience, Vincimus Capital found more than just a technology solution. As per their COO, Morgan Phillips, the collaboration has been a game-changer and how. 

Modern tech solutions

The leadership at Vincimus was impressed with Summit’s genuine care and the team’s ability to understand and distill complex needs into simple and elegant tech solutions. It stood out among their competitors. 

Delightful client experience

Their clients further reinforced their belief in the Summit Experience. From a user-friendly interface to intuitive design, the clients embraced the new platform without a fuss. 

Lesser manual tasks – more time saved

The simplified data presentation offered by Summit, not only helped them save a lot of time previously spent on manual tasks but also improved accuracy and reliability in reporting. 

Better client-advisor relationships

Vincimus’ primary goal has been to facilitate deeper, more meaningful conversations between advisors and clients and Orion has helped them achieve the same because Summit’s user interface puts client values at the center stage. 

In the Summit Experience, we found more than just a technology solution. We found a shared commitment to humanizing the technology and achieving enduring excellence.

— Morgan Phillips, COO of Vincimus Capital
Discussion

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Orion has not compensated Morgan Phillips from Vincimus Capital specifically or directly for this testimonial, but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Morgan for the supplied statements.