Donaldson Capital Management Chooses Orion to Power Its Tech Stack

Orion’s record of innovation, service appeal to $1.5 billion, fee-only

OMAHA, Neb.–(BUSINESS WIRE)–lt;a href=”https://twitter.com/hashtag/advisors?src=hash” target=”_blank”gt;#advisorslt;/agt;–Orion
Advisor Services, LLC
(“Orion”), the premier portfolio management
solution provider for registered investment advisors, will serve the
portfolio management needs of Donaldson
Capital Management
(“DCM”), a national, fee-only RIA managing more
than $1.5 billion in assets and one of Financial Times’ Top 300
Financial Advisers. Orion and DCM announced their partnership today at
TD Ameritrade Institutional’s National LINC 2019 conference.

After a lengthy search, the RIA chose Orion for its robust tech
offering, commitment to service, and a culture of innovation that also
aligns with TD Ameritrade Institutional’s open architecture Veo One
technology platform, vital considerations for a firm of DCM’s size and
complexity, said Blake Alsman, portfolio manager at Donaldson Capital,
an Evansville, Ind.-based firm that custodies with TD Ameritrade
Institutional.

“We’ve come a long way from the early days of using Excel, Word and
stacks of screen prints to make block trades,” Alsman said. “We’ve grown
to a 37-employee RIA serving more than 1,300 families, institutions and
foundations, and we needed a tech solution that could keep up with us.”

The scale and complexity of DCM’s work demanded more than a
one-size-fits-all solution. While competing tech providers demonstrated
robust offerings, Orion won out for its superior control on a granular
level, a dramatically more pronounced trajectory of innovation, and a
strong culture of service and dialogue with customers, Alsman said.

On a technical level, the powerful direct indexing capabilities of
Orion’s ASTRO, trading and rebalancing tools in Eclipse and Orion’s
newly-enhanced Report Builder tipped the scales in Orion’s favor for
DCM. Alsman noted Orion’s rapid pace of innovation as another
contributing factor in Donaldson’s choice: Orion’s offering has matured
significantly over the past three years, and the breakneck pace of
innovation shows no sign of slowing any time soon. And with a voice on
Orion’s Advisory Board, DCM was confident they would be an active
participant in Orion’s technological roadmap, not guinea pigs for
untested software.

“We’ve put our hearts into advancing the intuitiveness and
sophistication of our tech offering to create more appealing solutions
for firms like Donaldson,” said Orion CEO Eric
Clarke
. “We couldn’t be happier to work with them and look forward
to their feedback to better serve them and continue to build an
innovative experience for RIAs of all sizes.”

Orion’s responsiveness, entrepreneurial spirit and culture of service
resonated with DCM. Orion stood out from the crowd by making its code
available on Github, establishing a true, ongoing dialogue with clients
over product updates, and demonstrating the high-level understanding and
clarity of vision of its leadership, Alsman said.

“We have a saying at Donaldson: we like to make sure everyone has ‘a
servant’s heart,’ not just being smart and good at what we do. That
resonated more for us with the Orion crowd than with their competitors,”
Alsman said.

To learn more about how Orion can support your growing firm, click here.

About Orion

Orion Advisor Services, LLC is the premier portfolio accounting service
provider for advisors. Our firm has unique insights into the advisory
profession because it was founded for investment advisors by an
investment advisor in 1999. Orion frees advisors from back-office tedium
so they can enjoy their business again by devoting their time and energy
to better serving clients. Orion provides the integrated and fully
customizable technology solutions that advisors need to help grow their
businesses over the long term. The firm’s technology solutions empower
more than $700 billion in AUA and over 2 million accounts. For more,
please visit www.orionadvisor.com
or follow our news and insights via
our blog
.

About Donaldson Capital Management

Donaldson Capital Management, LLC is a nation-wide independent firm
headquartered in Evansville, Indiana. Through their exclusive investment
strategies, DCM serves wealth management clients, non-profits, and
corporate retirement plans, offering a comprehensive range of services
such as retirement planning, social security strategies, charitable
giving, wealth transfer, and income tax guidance. For more information,
visit www.dcmol.com.
Donaldson Capital Management, LLC is a federally registered investment
adviser under the Investment Advisers Act of 1940. Registration as an
investment adviser does not imply a certain level of skill or training.
The oral and written communications of an adviser provide you with
information about which you determine to hire or retain an adviser.
Donaldson Capital Management, LLC, form Adv part 2a & 2b can be obtained
by written request directly to: Donaldson Capital Management, LLC 20 NW
First Street, Fifth Floor, Evansville, IN 47708.

Contacts

Jimmy Moock
Gregory FCA for Orion Advisor Services
jimmy@gregoryfca.com
610-228-2125

Kelly Forst
Gregory FCA for Orion Advisor Services
kellyf@gregoryfca.com
610-228-2396

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