Case Study: DeDora Capital achieves a smooth breakaway transition with Orion Advisor Tech

Breaking Away, Going Independent And What We Would Tell Advisors Following the Same Path

DeDora Capital, Inc., a financial advisory firm focused on socially responsible investing, faced the challenge of establishing a new technology foundation when breaking away to become an independent RIA. As a fiduciary, the firm had a responsibility to seek out the best software to serve its clients, and it required a solution that would enable a fast launch with minimal business disruption. This led them to evaluate new vendor partnerships, including Orion Advisor Tech.

The solution was implementing Orion's integrated technology platform, which included trading through iRebal, integrations with TD Ameritrade, Riskalyze, and MoneyGuidePro, and account aggregation. This provided DeDora with the powerful planning and communication tools needed for its comprehensive strategy. As a result, Orion successfully filled the critical gaps in billing and reporting that were previously handled by a custodian. The firm also launched a branded mobile app in its first quarter with Orion, receiving great feedback from clients and enhancing their overall experience.

DeDora Capital, Inc.

Paul DeDora

President & Chief Investment Officer