Case Study: Pinnacle Advisory Group achieves clearer, more reliable reporting with Orion Advisor Tech’s Trends app

How Pinnacle Advisory Group Uses Orion’s Trends App To Bring Sanity To The Workplace

Pinnacle Advisory Group, a private wealth management firm, faced a significant challenge with its time-consuming and complex data management processes. Junior Quantitative Analyst Jose Arevalo was solely responsible for manually extracting and transforming data from Orion Advisor Tech's systems using multiple software solutions, which was inefficient and created a bottleneck for the firm's reporting and analysis needs. The firm needed a better way to access clean, reliable data and empower its wealth managers with self-service insights.

The solution was implemented by Orion Advisor Tech through its Trends app, a business intelligence tool. This provided Pinnacle with transparent, firm-wide data dashboards, allowing Jose to verify the accuracy of his reports and giving wealth managers direct access to their own book of business. The results included a major reduction in manual data handling, providing a reliable "sanity check" for data integrity, and enabling team members to access real-time information independently, which improved overall operational efficiency and decision-making.

Pinnacle Advisory Group

Jose Arevalo

Junior Quantitative Analyst