Case Study: Lutz Financial Services enhances client experience with Orion Advisor Tech and Wealth Access

How Intelligent Aggregation Provides A Comprehensive Wealth Report

Lutz Financial Services, LLC, an independent registered investment adviser, needed a data aggregation solution to become a central hub for its clients' financial lives and enhance the client experience. After testing other providers it found unsatisfactory, the firm turned to its existing vendor, Orion Advisor Tech, and its integrated service from Wealth Access for an intelligent aggregation solution.

The Orion integration with Wealth Access provided a seamless onboarding process and a comprehensive client portal. As a result, Lutz successfully enhanced its service offering, with clients appreciating the new tool. While the primary goal was to improve the client experience, the solution from Orion also positions the firm to identify and potentially convert held-away assets into assets under management.

Lutz Financial Services, LLC

Justin Vossen

CFP, Partner