Case Study: LongView Wealth Management modernizes its advisor tech stack with Orion Stacks

LongView Wealth Management modernizes its advisory stack in 40+ years with Orion

LongView Wealth Management, an Atlanta-based advisory firm, faced a significant technological challenge after outgrowing its broker-dealer. The firm required a new end-to-end tech provider and a complete system overhaul to support its workflows for proposals, onboarding, trading, reporting, and billing. They chose to migrate to Orion Stacks, a product from vendor Orion.

By implementing Orion Stacks, Orion provided LongView with an integrated toolkit that replaced their disjointed technology. The solution equipped the firm's advisors with powerful, modern tools, which increased their confidence and operational efficiencies. This migration opened new possibilities for growth across all areas of their business.

LongView Wealth Management