Case Study: Hemington Wealth Management achieves scalable growth and operational efficiency with Orion Advisor Tech

A Scalable and Flexible Platform to Enable Growth of a New Firm

Hemington Wealth Management, a wealth management firm founded in 2013, sought a scalable and flexible portfolio accounting platform to support its rapid growth and operational efficiency goals. The firm evaluated several vendors but required a solution that would integrate seamlessly with its existing custodians and CRM to streamline back-office functions and improve advisor productivity.

Orion Advisor Tech provided its platform, which offered deep portfolio accounting roots and superior integrations with TD Ameritrade and Salesforce. The solution delivered significant results, including a 50% reduction in required operational staff, the ability to manage over $700 million in assets with just one operations employee, and a vastly accelerated quarterly reporting process. Orion's technology enabled Hemington to enhance its client experience with a modern portal and app while providing the firm with a scalable foundation for continued growth.

Hemington Wealth Management

Ryon Beyer

Co-Founder and Principal