Your firm’s most important answers are already in your data—if you can find them.

Strategic Insights pulls in data from Orion and beyond to deliver instant, executive-ready dashboards tailored to your goals. Transform revenue and profitability metrics — like EBITDA and operating margins — into growth intelligence. Track revenue per advisor, cost to serve, profitability per client, among other KPIs, and model forward-focused projections to guide strategic decisions.

Finally, one source of truth for your data
Most firms struggle to turn data into action. It can be scattered, messy, and siloed in systems that don’t connect. Strategic Insights changes that by centralizing your Orion and non-Orion data into a wealth-tech optimized data layer — your single source of truth.

From there, Strategic Insights transforms that data into executive-ready dashboards and intelligence, giving you the clarity and confidence to make smart decisions.

Stop guessing. Start growing.