Case Study: Krasney Financial achieves scalable growth with Orion Advisor Tech

How Krasney Financial Uses Technology As Its Hub For Growth

Krasney Financial, a wealth management firm, faced a critical challenge in finding the right portfolio accounting technology to achieve scalability and integrate its existing proprietary systems. The firm needed a solution that could seamlessly connect its in-house analytics, CRM, trading, and risk scoring tools. After a cost-benefit analysis, they selected Orion Advisor Tech for its integrated platform.

Orion provided the foundational technology that enabled seamless integration of Krasney's custom analytics engine, Salesforce CRM, RedBlack trading, and Riskalyze risk management. This created a unified system that automated workflows and enhanced client reporting. As a direct result of implementing Orion's solutions, Krasney Financial grew its assets under management from $100 million to $700 million, a process described as "absolutely painless" due to the scalability and efficiency provided by the Orion platform.

Krasney Financial

Eugene Yashin

Chief Investment Officer of Equities