Like so many advisory firm’s today, LongView Wealth Management had a decision to make. After more than 40 years of helping clients save for retirement, plan their financial futures and weather ever-changing market conditions, the Atlanta-based firm had outgrown its broker-dealer.
It quickly became apparent that LongView needed to work with a new tech provider and overhaul its systems.
They needed an end-to-end, prospect-to-retiree toolkit and workflow that could support them in generating proposals for new leads; onboarding new clients; trading and rebalancing assets; creating custom reports; and billing across a variety of fee structures.
For LongView, migrating to the Orion Advantage Stacks opened a new world of possibilities and growth. Instead of feeling like their technology was disjointed or stagnant, LongView’s advisors felt confident that they were working with the latest, most powerful tools available.
Read on to explore how you can remove the frustrations of non-integrated technology, increase efficiencies and grow in all areas of your business.
