Making the Move from Envestnet to Orion

When Aurum Wealth Management merged with Skoda Minotti, they needed a portfolio management technology partner that offered a full range of leading-edge capabilities, including business intelligence, digital client experience, and multi-custodian functionality. What’s more, they needed a cost-effective way to streamline transition management without outsourcing to a third party.

Learn how Orion’s best-in-class software, digital scalability, and portfolio optimization tool, ASTRO, helped Aurum decide to make the switch from their previous partner, Envestnet.