“Integrating Summit Wealth Systems into the Orion ecosystem is set to be a game-changer for driving advisor success,” Reed said. “The upcoming integration of Summit with Orion’s connected end-to-end wealthtech platform technology will bring tremendous value to financial advisors and the investors they serve."
We know how much choice matters to independent RIAs. Therefore we seek to deliver model portfolios across a range of categories, objectives, risk profiles, vehicles, tax status, minimums and fees.
As one of the largest integrated RIA platforms, Dynasty sits at the epicenter of the independent RIA movement, matching talented advisors with individuals looking to create better financial futures.
Amplify was nominated for its enhanced Client Dashboard which provides advisors with a more intuitive and streamlined portal for accessing key data across client households, simplifying the assessment of overall portfolio profiles, making notes and comments, and efficiently inspecting account details.
Ever been at a football game when a fall rain begins? What a relief when you check your jacket pocket and the folded cellophane rain poncho is still nestled deep inside. So it is with money management. We can’t just plan for when the financial sun is shining. Instead, we have to plan for when we are really going to need help.
Envestnet Elevate 2025 will bring together leaders from across the wealth management industry to explore the future of financial advice, showcase innovative technology, and provide valuable networking opportunities.
