Case Study: Cumrine & Co. improves client transparency and goals-based planning with Orion Advisor Tech

Keep Clients Focused on What Matters With an Integrated Client Portal and Financial Planning

Cumrine & Co., an independent wealth management firm, sought to move beyond transactional relationships and provide a goals-based, client-centric experience. Their technology challenge was finding an integrated solution that combined a financial planning tool with a client portal for transparency, leading them to partner with Orion Advisor Tech for its portfolio accounting and aggregation services.

Orion Advisor Tech provided an integrated platform that served as the firm's back office. The Orion Client Portal aggregated all client assets into a single login and was integrated with the inStream financial planning tool, highlighted by the Monte Carlo Meter for forward-looking planning. This solution allowed the firm to shift client conversations from performance to life goals, creating a transparent and foundational process that supports the firm's confidence for future growth.

Cumrine & Co.

Joshua Cumrine

President