5.0
Dec 7, 2022
Current employee, more than 8 years
Recommend
CEO approval
Business Outlook
Pros
Excellent entrepreneurial spirit and the Orion Advisory Technology acquisition creates undoubtedly the most comprehensive wealth tech suite for financial advisors. integrations with all of the major wealth tech and productivity tools enable unmatched relationships within the industry.
Cons
Orion acquisition is creating some uncertainty but with Brian McLaughlin taking the role as President of Orion Advisor Technology that is likely to be shortlived.