Rob Siegmann

Review of Orion advisor services

Super happy with our decision to convert from olde...

Super happy with our decision to convert from older dbcams portfolio management system to Orion in 2014. Our process and business has improved so much since then, thanks to the tools and continual development of Orion's tech platform. Next up for us is to engage and implement their rebalancer unit, Eclipse. Keep up the great work Orion team!