Case Study: Lutz Financial Services, LLC achieves an enhanced client experience with Orion

How Intelligent Aggregation Provides A Comprehensive Wealth Report

Lutz Financial Services, LLC, a passive investment management firm in Omaha managing about 400 households, needed a secure, easy-to-use aggregation solution to make its Client Portal a one-stop shop without storing client credentials. Already using Orion’s portfolio accounting platform, Lutz chose Wealth Access’s Intelligent Aggregation integrated with Orion’s Client Portal to meet its fiduciary goal of improving the overall client experience.

Because Orion and Wealth Access were well integrated, onboarding was quick — Lutz was up and running about a week after setup and added its first client within that week; today nearly 50 clients are actively using the aggregation service introduced via in-person walkthroughs. The Orion integration has improved client engagement and operational accuracy, aligns with Lutz’s goal to enhance the client experience (95% of their objective), and taps Wealth Access’s proven scale — $4.8B in held-away assets and a 65% conversion rate (over $3B) among advisors — which Lutz expects will help identify outside assets to convert to managed AUM.

Lutz Financial Services, LLC

Justin Vossen

CFP, Partner