The retirement of Morningstar Office could have disrupted thousands of advisory practices. Instead, a strategic alliance with SS&C’s Black Diamond is delivering continuity, efficiency, and next-gen capability—all with minimal advisor effort and no double billing.
Were your interactions timely, thoughtful, and emotionally attuned? Track progress on deepening relationships, share success stories, and use feedback to continually improve your service. Let your clients see that effort. Show them you are listening, evolving, and committed to offering a level of care that feels personal and consistent.
"Orion's platform is designed to help firms like Arete Wealth accelerate growth and deliver an exceptional client experience," said Reed Colley, President of Orion Advisor Technology. "Together, we're enabling advisors to scale their businesses while delivering the personalized service today's investors expect."
Choosing a TAMP is more than picking a platform—it’s choosing a partner for the future. SEI empowers advisors with integrated custody, technology, investment management, and transition support, all built around independence and growth. Discover how SEI helps firms scale efficiently while safeguarding their client relationships and brand identity.
SS&C Black Diamond is redefining what a TAMP can be—with integrated tools, curated models, and seamless managed account support. The platform delivers a purpose-built ecosystem designed to help financial advisors grow efficiently, scale confidently, and deliver better outcomes across the board.
RIAs will be able to allocate to and implement evergreen accredited investor alternatives alongside mutual funds, ETFs, and equity SMAs within their own models or via Goldman Sachs Asset Management-designed custom models on GeoWealth’s platform.
While it’s difficult to predict short-term market moves, historical data suggests investors could benefit the most from maintaining exposure to both international and U.S. stocks.
