financial advisor client conversation

TruePoint Wealth Counsel, a Cincinnati-based wealth management firm is known for delivering expert advice in investment, tax, estate planning, and financial planning. But the integrated approach that they were following wasn’t fully reflected in the client experience. Their existing technology, including a custom-built client portal, presented two key challenges:  

  • Gap in technology
  • Innovation bottleneck

How has Orion’s Summit platform benefited TruePoint?  

  • Single, unified platform that provides a holistic view to their clients  
  • More interactive and personalized client experience  
  • Improved advisor efficiency  
  • Better utilization of time and resources  

If your firm is also facing similar challenges, this case study will give you an elaborate view of how you can turn things around.

What You'll Discover

  • Strategies to save time  
  • How to improve client experience  
  • How to increase advisor efficiency  

Who Should Read This?

  • Advisors who want to customize the client experience  
  • Advisors serving UHNW clients  
  • Advisors who want to increase their efficiency  
Financial decision making

Why This Case Study Is a Must-Read  

Truepoint’s partnership with Orion is a success story that deserves to be told and replicated. If you are facing similar challenges and want to simplify your clients’ lives, read this case study to find out how the Orion Summit platform can help you.  

Learn How to Put Your Clients at the Center

Dive into the Orion TruePoint case study.

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Orion has not compensated Scott Keller from TruePoint Wealth Counsel 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 Scott for the supplied statements.