The case for cloud-based technology

Necessity is the mother of invention, so why not reinvent your business?

During this pandemic, have you been able to easily run QE billing and reporting? Review portfolios? Service clients? Trade? Did you answer “no” to any of these?

As a strategic consultant helping advisors convert from locally-installed software to Orion’s cloud-based technology, I have seen the many, significant advantages gained.  For advisors, this means in-house reconciliation, print vendor, financial planning, billing, reporting, client interfaces, rebalancing, and integrations. This equals business continuity and peace of mind.

Embrace change. Darwin was right – those who can best adapt to their surroundings survive.

– Lisa Valentine, Lisa Valentine Consulting, LLC