Case Study: Krasney Financial achieves scalable, painless growth and integrated reporting with Orion

How Krasney Financial Uses Technology As Its Hub For Growth

Krasney Financial, a Mendham, NJ wealth management firm, needed a portfolio accounting solution that would let it scale while combining its proprietary analytics with trading, CRM and risk tools. After a cost‑benefit review, Krasney chose Orion’s portfolio accounting platform because its integrated, automated approach promised the flexibility and automation the firm required.

Orion integrated Krasney’s in‑house analytics into client reports and connected third‑party apps including Salesforce, RedBlack trading, Riskalyze and Orion’s Trends BI, reducing manual labor and enabling seamless workflows. The result was meaningful scalability and stronger client reporting—Krasney grew from $100M to $700M in AUM and credits roughly 90% of that growth to efficiencies gained from Orion’s platform.

Krasney Financial

Eugene Yashin

Chief Investment Officer