Case Study: Engage Wealth Group achieves a streamlined breakaway launch with Orion Advisor Tech

Empowering Breakaway Advisors to Define Their Future

Engage Wealth Group, LLC, a fee-only financial advisory firm, faced the challenge of finding a technology partner to support its founder's shift to independence and the operational needs of a new RIA. The firm needed a robust and efficient platform to manage its back-office tasks and ensure future growth. They chose to partner with Orion Advisor Tech for their comprehensive platform.

Orion Advisor Tech provided their platform and onboarding process, which Empowered the solo practitioner to efficiently master the system. The solution delivered immediate results, such as reducing the time to gather quarterly and annual SEC numbers from a full day to a matter of minutes. Orion's technology and responsive support provided the foundational efficiencies needed to operate without a large staff, instilling confidence for the firm's future.

Engage Wealth Group, LLC

Ed Gjertsen

Founder