Case Study: Kraft Financial streamlines investment management and scales growth with Orion Advisor Tech

Streamlining and Scaling the Investment Management Process

Kraft Financial, LLC, a firm specializing in personalized investment management, faced a significant challenge in streamlining its investment process. Founder Kathy Kraft was spending an excessive amount of time creating and maintaining her own models or dealing with the high costs and paperwork of third-party providers, which hindered her ability to grow the business. This led her to seek a solution from vendor Orion Advisor Tech and its Orion Communities model marketplace.

By implementing Orion Communities, Kraft Financial gained a flexible platform to blend strategist models with their own custom portfolios. This solution provided precise risk alignment for clients, saved the firm 10-15 hours of administrative work per week, and drastically reduced trading costs. For Orion Advisor Tech, the result was transformative, enabling the firm to reclaim time for business development and supporting its ambitious plan to grow its business by at least four times in the coming years.

Kraft Financial, LLC

Kathy Kraft

owner and founder