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.
Schwab
Orion Advisors Key Features:
Report Builder provides highly customizable reports
Client Portal
Orion App for mobile devices