Case Study: Robasciotti & Philipson scales socially responsible investing with Orion Advisor Tech

Scalable Portfolio Solutions That Empower Socially Responsible Investing

Robasciotti & Philipson, a San Francisco-based wealth management firm, was struggling with their previous portfolio management solution, PortfolioCenter, which could not scale with their business. This became a critical issue in 2018 when the volume from their new socially responsible investment strategy broke the system. They needed a new, scalable portfolio management solution from a vendor like Orion Advisor Tech that could handle their complex needs.

Orion Advisor Tech provided a comprehensive portfolio management system that fully integrated with Salesforce. The solution automated manual back-end tasks and delivered unexpected benefits, including a time-saving Compliance app that delighted their chief compliance officer. The firm also gained a client portal app and the ability to integrate with other systems, eliminating the need to maintain multiple separate databases and significantly increasing their operational efficiency.

Robasciotti & Philipson

Rachel J. Robasciotti

co-founder