The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.
Personalization and a digital client experience are, or at least should be, a major focus for firms and advisors looking to gain a competitive edge now and well into the future.
The departing executive spoke about his reasons behind the move; the search for a replacement; the highs and lows of his tenure; what’s next for him, Orion and the industry at large; and more.