Case Study: Williams Financial Group streamlines advisor customization and reporting with Orion Advisor Tech

How a Leading Broker-Dealer Services Its Many Types of Advisors with Orion

Williams Financial Group, Inc., a leading broker-dealer, faced a significant challenge in serving the diverse technology needs of its corporate advisory reps and its many affiliated Hybrid RIA firms. Each entity required supreme customization and control over its data, software, and reporting, which created inefficiencies and placed a heavy burden on internal IT resources for custom data requests. The company needed a technology partner, Orion Advisor Tech, that could provide a flexible and integrated portfolio accounting solution to empower all its advisors.

Orion implemented a unique database structure for its client WFG Advisors, LP, creating a master database for corporate reps and independent child databases for each Hybrid RIA, allowing for total customization and control without commingling data. The solution was augmented by Orion's Trends app, which provided self-service business intelligence reporting, eliminating the need for time-consuming custom IT requests. Internally, this allowed Williams Financial Group to easily identify top performers. Orion's deep integrations with other platforms like Salesforce created a seamless ecosystem, making it a powerful tool for both advisor retention and success.