Case Study: FormulaFolios achieves rapid portfolio data integration and trading efficiency with Orion Advisor Tech

How Jason Wenk Utilizes Orion to Launch Revolutionary Products

FormulaFolios, led by Jason Wenk, needed a unified software solution to handle portfolio accounting and data aggregation for its two intertwined investment firms. The company required clean, timely data from multiple custodians to support its proprietary tools and turnkey asset management program, seeking to eliminate operational inefficiencies. They selected Orion Advisor Services to provide this essential foundation.

Orion provided a full-service solution that delivered accurate, reconciled data and robust reporting capabilities. This clean data feed was crucial for FormulaFolios to successfully launch its proprietary AssetLock™ portfolio monitoring software in just 45 days. The implementation by Orion freed up an entire week's worth of work for the operations team through outsourced printing and mailing services. Orion's reliable platform allowed the firms to efficiently execute trades across multiple custodians and scale their businesses without worrying about their portfolio accounting infrastructure.

FormulaFolios

Jason Wenk

founder