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We hope everyone stayed safe and warm this week!

by AOG Wealth Management

As many of you may have already heard, we will be implementing several new pieces of technology at the beginning of 2014 that we believe will significantly improve the way in which we serve our clients.  One major component of our new technology package is an upgraded portfolio management system, called Orion.  This will provide us with new performance and overview reports that will be used during regular review meetings and several helpful tools that can be accessed online via your personalized client portal.  Over the past several months we have been working with the team at Orion to fully customize each report and feature, based on the feedback we have received from our clients and industry best-practices.  We are wrapping up the final stages of the process and are excited to begin the roll-out to our clients.

We will be reaching out in January to provide each client with their new login to the online portal.  In a few weeks, we will highlight two additional pieces of new technology that you will see in 2014 – stay tuned!

Category: Blog