Case Study: LongView Wealth Management achieves streamlined, integrated advisory workflows and simplified billing with Orion Stacks

On Track with Stacks LongView Wealth Management Migrates To Orion Stacks

LongView Wealth Management, an Atlanta-based firm offering personalized, goals‑based financial planning, faced an operational and technology crossroads: after 40+ years it outgrew its broker‑dealer, its partners’ promised tech improvements underdelivered, and advisors needed an end‑to‑end prospect‑to‑retiree toolkit that would integrate with their existing planning software and improve client portal and billing capabilities. To solve this, LongView evaluated providers and selected Orion, implementing the Orion Advantage Stacks.

Orion implemented an integrated stack — including Orion Risk Intelligence, Orion Connect, Orion Eclipse, the Orion Client Portal and Orion’s billing engine — and integrated with Redtail and Plaid for CRM and account aggregation. The result was streamlined workflows (eliminating system‑swivel), faster model creation and rebalancing, dramatically improved billing accuracy for complex fee structures, strong client adoption of the branded portal, and “significant improvements in … the time advisors had to grow their business,” all delivered by Orion.

LongView Wealth Management

Samantha Pickering

Director of Operations