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 wanted a partner committed to collaboration and continuous improvement. Learn how Orion’s best-in-class software, digital scalability, and remarkable customer support helped Aurum decide to make the switch from their previous partner, Envestnet.