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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