Through a comprehensive modernization effort, a unified, real-time platform was delivered to the customer that empowered advisors, enriched client interactions, and streamlined essential workflows across the wealth ecosystem. The solution reduced manual effort and preparation time, accelerated digital adoption, and provided a seamless, intuitive experience that benefited both advisors and clients alike.
A leading global financial services institution that provides investment banking, securities, wealth management, and asset management services to corporations, governments, institutions, and high-net-worth individuals worldwide.
Challenge
The organization was operating in an increasingly complex and highly regulated financial environment, where rapid market changes, growing data volumes, and rising client expectations put pressure on existing technology and operating models. Legacy systems limited agility, making it difficult to scale digital services, gain real-time insights, and respond quickly to risk and compliance requirements. At the same time, the firm needed to modernize its platforms while maintaining the highest standards of security, reliability, and performance – without disrupting critical business operations or client trust.
Solution
To address the limitations of legacy systems while maintaining operational stability, Orion implemented parallel modernization workstreams that enabled critical platform transformation without disrupting core business functions. A strong emphasis on user research ensured that every enhancement was aligned with the real needs of advisors and clients, accelerating adoption and minimizing friction.
In collaboration with the client, Orion developed a unified advisor dashboard that consolidates client financial data into a single, real-time view. This provides advisors with faster access to insights, supports more informed decision-making, and strengthens compliance oversight. Advisors can also securely access a read-only view of the client dashboard, enabling them to proactively identify risks across the entire portfolio and deliver more strategic, data-driven guidance.
To further enhance portfolio visibility, Orion introduced the Total Wealth View capability, offering a comprehensive, aggregated view of client assets. This empowers both advisors and clients to engage in more holistic, forward-looking financial discussions.
Complementing these capabilities, Orion delivered a new self-service experience that allows clients to independently manage their external accounts. Through an intuitive interface, users can update credentials, remove or consolidate accounts, include accounts in total wealth calculations, and mark accounts as closed. This reduces operational dependency on advisors while improving data accuracy and overall user control.
Together, these enhancements created a seamless, unified digital experience that simplifies complex financial workflows while maintaining the highest standards of security and performance.
Impact
Orion’s unified platform significantly elevated both the advisor and client experience, driving measurable improvements in engagement, efficiency, and decision-making.
By delivering a single, aggregated view of client portfolios, the platform enables faster, more informed financial reviews and eliminates the need to navigate multiple systems. This streamlined access to information enhances productivity and supports more meaningful, insight-driven client interactions.
The introduction of Total Wealth View has transformed how advisors and clients engage, enabling more strategic, portfolio-wide discussions and improving overall financial visibility. Since its rollout in November 2025, the feature has been adopted by approximately 2.1 million clients, contributing to increased platform engagement and revenue growth.
The addition of self-service capabilities has further strengthened the digital experience by empowering clients to manage their own accounts with ease. This shift has reduced inbound service requests and administrative overhead, allowing advisors to focus on higher-value activities such as financial planning and relationship building.
Asset aggregation and improved data visibility have also reduced manual effort and reconciliation, increasing data completeness and accuracy across the platform.
Finally, the redesigned onboarding experience continues to drive higher digital adoption rates, enabling faster client acquisition and fostering stronger relationships from the outset.
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Industries
Banking, Financial Services & Insurance
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Industries
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A unified wealth management platform brings client data, portfolios, and financial tools into a single interface. It gives advisors and clients a consolidated, real-time view of financial information, reducing the need to switch between multiple systems while improving decision-making, collaboration, and operational efficiency.
Financial institutions modernize legacy platforms to improve agility, support digital services, and meet evolving regulatory requirements. Modern platforms help organizations respond faster to market changes, provide real-time insights, enhance security, and deliver better client experiences without disrupting core business operations.
A real-time advisor dashboard provides immediate access to consolidated client financial information in one place. This helps advisors prepare faster for client meetings, make more informed recommendations, identify portfolio risks earlier, and improve oversight while reducing time spent gathering data from multiple systems.
Total Wealth View provides a single, aggregated view of a client’s assets across multiple accounts and institutions. It helps advisors and clients understand overall financial health, supports more strategic financial planning, and enables portfolio-wide discussions based on a more complete picture of available assets.
Self-service capabilities allow clients to securely manage their own financial accounts without relying on advisor assistance for routine updates. This improves convenience, increases data accuracy, reduces administrative workload, and allows advisors to spend more time on financial planning and client relationships.
A modernization initiative should be considered when legacy systems limit scalability, slow digital innovation, increase manual work, or make compliance more difficult. It is also appropriate when organizations need real-time data, improved client experiences, or more efficient advisor workflows to support business growth.
Platform modernization improves compliance by providing consistent, real-time access to trusted financial data and stronger visibility across client portfolios. Centralized information, secure access controls, and improved oversight help advisors and compliance teams monitor risks and respond more effectively to regulatory requirements.
Modernizing wealth management platforms can improve advisor productivity, increase digital adoption, reduce manual processes, and enhance data quality. Organizations also benefit from faster client onboarding, more informed financial discussions, lower operational overhead, and stronger client engagement through streamlined digital experiences.
