Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
Bill Winterberg
Rehmann Financial has been using Orion Advisor Services since at least February 2011, according to a white paper issued by Laserfiche. This article makes it sound like this is a new deal.
Nevertheless, it’s good to highlight service providers that the larger firms are selecting for their back office platforms.
Lisa Shidler
Hey Bill, The implementation of this deal is relatively new. They’re actually still integrating Orion with their advisors and are still wrapping up integration with CRM, etc.
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