Building a Modern TAMP Experience with Apex

This case study outlines the collaboration between Orion and Apex Advisor Solutions to enhance the advisor-client experience through a modern Turnkey Asset Management Platform (TAMP). Orion sought to innovate its offerings by integrating a digital custody and trading platform that allows for rapid, fully digital account opening. The partnership aims to empower financial advisors with advanced technology, enabling them to onboard clients quickly and efficiently. Key features include dynamic APIs, fractional share capabilities, and a focus on advisor control over the experience. The case study emphasizes the importance of flexibility and customization in technology solutions, allowing advisors to tailor their services to better meet client needs. Orion's commitment to innovation is highlighted as a means to expand its market reach and improve operational efficiency. The document also discusses the significance of providing a seamless, automated workflow for account management, which is essential in today's competitive landscape.