We’re pleased to present our latest installment in our feature series – “FintekNews Celebrates #WomenInFintech“. This week, we’d like to introduce you to Kelly Waltrich of Orion Advisor Solutions.Orion exists to help advisory professionals realize their vision for success. They achieve this mission by delivering best-in-class technology, investment services, and support solutions that empower each advisor to build their business on their own terms, through their three unique brands: Orion Advisor Tech, FTJFundChoice and CLS Investments.
NAME: Kelly Waltrich
TITLE: Chief Marketing Officer
COMPANY: Orion Advisor Solutions
WEB ADDRESS: www.orionadvisortech.com
1) What does your financial technology firm offer?
Orion provides innovative technology solutions for financial advisory firms. More importantly, we act as their partner, helping to improve their firm’s efficiency, strengthen their client relationships, and support their unique vision for growth. Our solutions include trading, billing, reporting, compliance, and client experience tools, as well as an open API that enables 100+ deep integrations with CRM tools, financial planning platforms, and more.
When I am explaining it to my family, I simply tell them that …our technology enables advisors to facilitate transparent and collaborative conversations with their clients to better help them achieve their financial goals.
2) What was the personal motivation for you to join your firm?