financial advisor client conversation

TruePoint Wealth Counsel, a Cincinnati-based wealth management firm, is known for delivering expert, integrated advice across investment, tax, estate, and financial planning. However, their existing technology — including a custom-built client portal — wasn’t keeping pace with their ambitions. The experience didn’t fully reflect the quality or depth of their holistic approach, creating gaps in technology and limiting innovation.

With Orion’s Summit Experience, TruePoint transformed its client engagement model. The firm now operates on a single, unified platform that provides clients with a holistic view of their wealth while empowering advisors with greater efficiency, flexibility, and insight. The result? A more interactive and personalized experience that strengthens relationships and streamlines operations firm-wide. 

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 story of innovation and impact. If your firm is striving to simplify client experiences and enhance efficiency, this case study shows how the Orion Summit Experience can help you achieve both. 

Discover How TruePoint Elevated Every Client Interaction 

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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. 

Access to the Orion Summit Experience is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. Orion Summit Experience aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Summit Experience does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.