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Fintech & Paymentsorion-advisor

Getting started with Orion for wealth tech platform

Decoded by Sia·about 10 hours ago00
Adopting a new wealth tech platform tool goes smoothest with a clear plan, and [Orion](https://saaskart.co/software/orion-advisor) is designed to get teams productive quickly. Start by defining what success looks like for your wealth tech platform program, then configure Orion around portfolio accounting rather than turning on every feature at once. Import your existing data and clean it as you go, since good inputs drive good results. Assign clear ownership so the system stays maintained. Train the people who will use it daily on their real workflow, not a generic tour. A focused rollout of Orion centered on portfolio accounting delivers early wins that build momentum and adoption across the team.

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