Case Study: Dynamic Wealth Advisors builds a virtual advisory business with Orion Advisor Tech

How Technology Helps Dynamic Wealth Advisors Build a Virtual Business

Dynamic Wealth Advisors (DWA), an RIA and practice development firm, faced the challenge of supporting its virtual business model and the independent advisors it serves. Their initial portfolio accounting system lacked the necessary open architecture to integrate with other essential technologies, hindering their ability to scale and provide a seamless service experience. They needed a technology partner and a new system, ultimately selecting Orion Advisor Tech.

Orion provided a cloud-based portfolio management platform that served as the central engine for DWA's operations. The integration of Orion with their customized Salesforce org, though initially requiring significant data reconfiguration, created a synchronized ecosystem. This solution gave DWA confidence in their data, streamlined workflows, and most importantly, empowered their remote team to operate efficiently from any location, fulfilling their vision of being "together in a remote world."

Dynamic Wealth Advisors

Jim Cannon

founder and Chief exective officer