One platform that replaces your CRM, reporting, client portal, scheduling, reminders, virtual meetings, and meeting notes — with your hardest-working employee built in. Your data stays home. Live in about two weeks.
CRM here, reporting there, portal somewhere else, scheduling, meetings, notes — none of them talk. You stitch it together by hand, every day.
Every vendor gets a copy of your book. More exposure, more contracts, more surface area you can’t control.
The process lives in one person’s head. When they’re out, the firm slows down. Nothing is defined, tracked, or repeatable.
Orion alone bills per account — six figures for a real book. Add planning, notes, scheduling, CRM… and you’re bleeding $100k+ a year.
Households, accounts, encrypted PII, full + phone search, archived history — replaces Redtail.
Branded login, balances, balance sheet, documents, scheduling, secure video — replaces the Orion portal.
Branded PDF reports, time-weighted returns, custodial pipeline — replaces Orion / Black Diamond.
Email + SMS, recurring confirmations, two-way text — replaces GReminders.
Branded booking links, availability engine, reschedule — replaces Calendly.
Self-hosted secure video, in-portal + staff, one-click join — replaces Zoom.
Record → transcribe → written up → onto the record — replaces Zocks / Jump.
Every task a defined, tracked workflow. Kills the "who does what" bottleneck.
A full Schwab forms library, pre-filled from client data. No re-keying.
Native planning, data flows in internally — the eMoney / RightCapital replacement, included as an add-on.
Not a chatbot. A tenured, highly trained employee that knows your whole platform and your firm — on the clock 24/7, no overtime, never out sick. Ask it anything, and it does the work: pulls a client's numbers, books and reschedules, pre-fills a custodian form, queues a workflow, records and transcribes your meeting, drafts the notes. It confirms before anything irreversible.
Tell us your firm name and what you use today, and we'll show you your firm — your assets, accounts, clients and team — alongside a conservative estimate of what your current stack is costing you. No sales call required to see the number.
Onboarding target: live in ~2 weeks — not a three-month Orion conversion.
Own the last one you'll ever need.