Case Study: Sargent Investment Group achieves customizable client reporting with Orion Advisor Tech

The Independent Mindset Putting Client Needs First through Technology

The Sargent Investment Group, a team of financial advisors, faced the challenge of transitioning from a large wirehouse (Wells Fargo) to establish a fully independent RIA. Seeking true autonomy, they needed to build a new, customizable technology stack to serve their clients better than the rigid, proprietary systems of a major institution. They selected Orion Advisor Tech for their portfolio accounting and reporting needs.

Orion provided a highly customizable and easy-to-use platform that empowered the firm to create transparent, personalized client reports. This solution enabled Sargent Investment Group to clearly display critical information like portfolio performance and fees, which was a night-and-day difference from their previous reporting capabilities. The successful implementation of Orion's technology was a critical factor in the firm's smooth transition and ongoing success as an independent RIA managing $850 million in assets.

Sargent Investment Group

Brian McGregor

Sargent Investment Group