When it comes to growth, Capital Advisors is a seasoned expert. With a track record spanning over 40 years in assisting clients to cultivate wealth, the firm's success is rooted in providing a personalized client experience.
There came a time though where Capital Advisors found the same level of service couldn't be derived from their technology providers. The firm found itself constrained by outdated technology that lacked the flexibility necessary to accommodate growth and adapt to new demands.
After a comprehensive evaluation of available fintech solutions, COO Jamie Wilson and her team decided to adopt Orion Advisor Technology as their tech stack provider. Nearly a decade has passed since this decision was made, and over this time, the partnership with Orion has not only thrived but also expanded.
Wilson attests that Orion has delivered untold optimizations and unparalleled support to her team. She states, "The efficiencies Orion has created for us have been a game-changer for our growth."
Read on to discover why Wilson has adopted the mantra, “Orion is…the Holy Grail,”, and envision how Orion might transform your firm’s growth trajectory as well.