Key Technology Relationships

At LexAurum, you are not locked into a specific set of preselected technology solutions.  You have some flexibility to choose selections which are best for you.  We perform substantial due diligence to provide best-in-breed technologies.  We place a premium on firms that can integrate well with others, knowing that you may choose additional technologies for CRM, financial planning, etc.  Below are some of our key technology partners.

Orion Advisors Key Features:

  • Report Builder provides highly customizable reports

  • Client Portal

  • Orion App for mobile devices

Key Technology Relationships

At LexAurum, you are not locked into a specific set of preselected technology solutions.  You have some flexibility to choose selections which are best for you.  We perform substantial due diligence to provide best-in-breed technologies.  We place a premium on firms that can integrate well with others, knowing that you may choose additional technologies for CRM, financial planning, etc.  Below are some of our key technology partners.

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Schwab

Orion Advisors Key Features:

  • Report Builder provides highly customizable reports

  • Client Portal

  • Orion App for mobile devices

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