Which practice management platforms sync well with custodians and portfolio reporting tools?

In the wealth management tech stack, practice management / CRM platforms act as the central relationship hub, while portfolio reporting tools and custodians handle the heavy investment accounting and asset custody.

The practice management platforms that sync most seamlessly across major custodians (like Schwab, Fidelity, and BNY Mellon/Pershing) and portfolio reporting engines (like Orion, Black Diamond, Addepar, and Tamarac) fall into three primary categories based on firm size and workflow complexity:

• Wealthbox CRM stands out for growing independent RIAs due to its modern architecture, intuitive UI, and robust partner ecosystem. It features out-of-the-box, bi-directional integrations and account feeds with major portfolio management platforms (such as Black Diamond, Orion, Capitect, and Blueleaf) and direct data links with custodial platforms. It also connects cleanly with data aggregators and middleware (like Invent) to pull unified data together without heavy IT overhead.
• Redtail CRM is a long-standing industry staple that handles "Account Feeds" smoothly. Redtail integrates natively with a vast array of traditional and modern portfolio accounting tools (e.g., Black Diamond, Tamarac) and direct custodial feeds (Schwab, Fidelity, Axos, TradePMR). While its interface is more traditional than Wealthbox, its reliability in ingesting daily batch or continuous custodial/portfolio data makes it a dependable operational hub.
• Salesforce Financial Services Cloud (FSC) is the gold standard for enterprise-level or multi-advisors RIAs managing high account complexity. Because enterprise firms often split custody and reporting across multi-custodial environments, Salesforce FSC provides the robust data logic and APIs required to synchronize deep portfolio metrics from tools like Addepar or Orion alongside multi-custodial data feeds. However, it generally requires a dedicated administrator or specialized implementation partner to configure the sync cleanly.

To help narrow down the ideal fit, could you share:

• The approximate size of your firm (AUM and number of staff/advisors)?
• Which custodians and portfolio reporting software you currently use or plan to adopt?

If by practice management you mean the CRM/workflow layer for an RIA, the strongest options depend heavily on which custodians and portfolio-reporting system you use.

My shortlist

1. Wealthbox — probably the easiest answer

Wealthbox has particularly broad connectivity. Its current integration catalog includes Schwab, Fidelity/Wealthscape, LPL, SEI, RBC, AssetMark, Altruist and Axos, as well as portfolio systems such as Orion, Black Diamond, Tamarac, Addepar, BridgeFT and AssetBook.

That makes it attractive if you want the CRM to sit on top of your existing custodian/reporting stack rather than replacing it.

Examples:

• Wealthbox + Orion: account information appears in the Wealthbox contact record.
• Wealthbox + Tamarac: account details, holdings, billing information and custom fields can be accessed from Wealthbox, with SSO between the systems.
• Wealthbox + Black Diamond: reconciled accounts, holdings and transaction history are accessible from the contact record.
• Wealthbox + Schwab: account details, positions and other custodial information are available through the CRM.

I'd put Wealthbox first if your priority is "make my existing custodian + reporting stack feel like one system."

2. Practifi — stronger for complex firms

Practifi is worth a serious look if you have more complicated household structures, service workflows, Salesforce requirements, or a larger operations team.

Its Black Diamond integration, for example, can synchronize clients, portfolios, assets and holdings, rather than merely providing a window into the reporting system.

Practifi also supports integrations with Tamarac, Black Diamond, Orion, Addepar and Envestnet, although the depth of synchronization varies.

The tradeoff is that Practifi generally involves more implementation/configuration than Wealthbox.

3. Tamarac or Orion — if you want the wealth-management platform itself to do more

If you're evaluating the whole operating stack, rather than just CRM, I'd also look at Envestnet Tamarac and Orion Advisor Solutions.

Tamarac is particularly compelling if you're heavily invested in its reporting/trading environment and supported custodians. Its integration infrastructure includes Schwab OpenView Gateway, Fidelity Wealthscape, TD Ameritrade/Schwab Veo and Wealthbox.

Orion is similarly attractive if you want reporting, billing, trading and broader wealth-management functionality under one ecosystem.

4. Advyzon — worth considering for an all-in-one build

Advyzon is another strong candidate if you don't want to stitch together as many independent systems. Current industry comparisons put Orion, Tamarac and Advyzon among the leading candidates when firms want reporting, billing, rebalancing and trading from a single provider.

How I'd choose

If I were narrowing this for an RIA, I'd use this rule of thumb:

• Existing Schwab/Fidelity + Orion/Black Diamond/Tamarac → Wealthbox
• Complex enterprise RIA + Salesforce ecosystem → Practifi
• Want CRM + reporting + billing + trading integrated → Orion/Tamarac/Advyzon
• Ultra-HNW, complicated alternative/private-market portfolios → Addepar + a strong CRM
• Maximum customization and internal technology resources → Salesforce-based stack

The important distinction is "integration" vs. "true synchronization." Some integrations merely display portfolio information or provide SSO; others actually create/update households, accounts, holdings and contact records. Wealthbox's Black Diamond integration, for example, displays reconciled account information but doesn't automatically import contacts.

If you tell me which custodian(s) you use (Schwab, Fidelity, Pershing, Interactive Brokers, Altruist, etc.) and which reporting system (Orion, Black Diamond, Tamarac, Addepar, etc.), I can narrow this to the 3 best platforms and compare the actual data flows between them.

The tradeoff is that Practifi generally involves more implementation/configuration than Wealthbox.

3. Tamarac or Orion — if you want the wealth-management platform itself to do more

If you're evaluating the whole operating stack, rather than just CRM, I'd also look at Envestnet Tamarac and Orion Advisor Solutions.

Tamarac is particularly compelling if you're heavily invested in its reporting/trading environment and supported custodians. Its integration infrastructure includes Schwab OpenView Gateway, Fidelity Wealthscape, TD Ameritrade/Schwab Veo and Wealthbox.

Orion is similarly attractive if you want reporting, billing, trading and broader wealth-management functionality under one ecosystem.

4. Advyzon — worth considering for an all-in-one build

Advyzon is another strong candidate if you don't want to stitch together as many independent systems. Current industry comparisons put Orion, Tamarac and Advyzon among the leading candidates when firms want reporting, billing, rebalancing and trading from a single provider.

How I'd choose

If I were narrowing this for an RIA, I'd use this rule of thumb:

If you mean RIA/advisor practice-management platforms that need to stay synchronized with custodians, portfolio accounting/reporting, CRM, billing, and trading, I’d put these at the top of the list:

1. Orion Advisor Solutions

Probably the strongest choice if data connectivity is the primary criterion. Orion combines CRM, portfolio accounting, reporting, trading, billing and planning, and currently advertises 100+ integration partners, including custodians and data providers. Its integration layer can ingest custodian data and connect it to portfolio reporting and CRM workflows.

Why I'd shortlist it: good choice if you want fewer separate systems and a common data layer.

2. Envestnet Tamarac

Tamarac is particularly strong for custodian → portfolio accounting → reporting → CRM workflows. Its reporting system supports direct integrations with major custodians including Fidelity, Pershing and Schwab, while Tamarac CRM shares data with Reporting and Trading.

It also supports CRM connections to Salesforce, Wealthbox and Redtail, so you aren't necessarily locked into Tamarac CRM.

Why I'd shortlist it: excellent choice for an established RIA where reconciliation, reporting and operational controls matter as much as the front-end CRM.

3. Advyzon

Advyzon is worth a serious look if you want CRM, portfolio management, reporting, billing and trading under one roof rather than stitching together several products. Independent 2026 comparisons also put Orion, Tamarac and Advyzon in the leading group for integrated reporting/billing/trading.

4. SS&C Black Diamond

I'd put Black Diamond higher if portfolio reporting and the client experience are more important than having the broadest practice-management stack. It can make sense when you want sophisticated reporting while retaining other specialized systems for CRM, planning, etc.

A useful distinction

The important question isn't simply "Does it integrate with Schwab/Fidelity/Pershing?" Almost all of the serious platforms do. The better question is:

Where does your firm's source of truth live, and how much data flows automatically in both directions?

For example, Tamarac can synchronize household/client information between CRM and reporting, while financial-account information is updated through the portfolio-accounting sync. Tamarac Help It can also use custodian data as the source for certain reports rather than relying exclusively on the portfolio accounting database.

So, my practical shortlist would be:

• Best overall integrated ecosystem: Orion
• Best for deep custodian/reporting/operational integration: Tamarac
• Best all-in-one alternative: Advyzon
• Best reporting-centric option: Black Diamond
• Best if CRM flexibility matters: Wealthbox + Orion/Tamarac/etc.

If you tell me which custodians you use (e.g., Schwab, Fidelity, Pershing, Altruist, Apex) and which portfolio reporting system you're using today, I can narrow this to the 2–3 platforms with the cleanest actual data flows.

Probably the strongest choice if data connectivity is the primary criterion. Orion combines CRM, portfolio accounting, reporting, trading, billing and planning, and currently advertises 100+ integration partners, including custodians and data providers. Its integration layer can ingest custodian data and connect it to portfolio reporting and CRM workflows.

Why I'd shortlist it: good choice if you want fewer separate systems and a common data layer.

2. Envestnet Tamarac

Tamarac is particularly strong for custodian → portfolio accounting → reporting → CRM workflows. Its reporting system supports direct integrations with major custodians including Fidelity, Pershing and Schwab, while Tamarac CRM shares data with Reporting and Trading.

It also supports CRM connections to Salesforce, Wealthbox and Redtail, so you aren't necessarily locked into Tamarac CRM.

Why I'd shortlist it: excellent choice for an established RIA where reconciliation, reporting and operational controls matter as much as the front-end CRM.

3. Advyzon

Advyzon is worth a serious look if you want CRM, portfolio management, reporting, billing and trading under one roof rather than stitching together several products. Independent 2026 comparisons also put Orion, Tamarac and Advyzon in the leading group for integrated reporting/billing/trading.

4. SS&C Black Diamond

I'd put Black Diamond higher if portfolio reporting and the client experience are more important than having the broadest practice-management stack. It can make sense when you want sophisticated reporting while retaining other specialized systems for CRM, planning, etc.

A useful distinction

The important question isn't simply "Does it integrate with Schwab/Fidelity/Pershing?" Almost all of the serious platforms do. The better question is:

Where does your firm's source of truth live, and how much data flows automatically in both directions?

For example, Tamarac can synchronize household/client information between CRM and reporting, while financial-account information is updated through the portfolio-accounting sync. It can also use custodian data as the source for certain reports rather than relying exclusively on the portfolio accounting database.

The top practice management and portfolio platforms that seamlessly integrate with major custodians (like Fidelity, Charles Schwab, and BNY Mellon/Pershing) and reporting tools are Advyzon, Orion Advisor Tech, Black Diamond, and Envestnet | Tamarac .

For financial advisors and Registered Investment Advisors (RIAs), "practice management" often overlaps with all-in-one or tightly integrated CRM, billing, and portfolio operations. Choosing the right system depends on whether you prefer a unified, native ecosystem or modular integrations.

If you want to narrow down the best fit, tell me:

• What custodians do you primarily use?
• Are you looking for an all-in-one platform (CRM + reporting combined) or a modular setup (independent CRM connecting to a reporting tool)?

I can provide a more tailored recommendation.

When building a wealth management technology stack, the "practice management" layer (primarily CRM) acts as the central hub. To sync smoothly with major custodians (like Charles Schwab and Fidelity ) and robust portfolio reporting/accounting tools (like Orion, Addepar, or Black Diamond), specific CRM platforms stand out due to their native integrations and API ecosystems.

The top practice management platforms that bridge custodians and portfolio reporting tools seamlessly include:

1. Salesforce Financial Services Cloud (FSC)
   • Best For: Enterprise-grade and large, multi-advisor RIAs requiring heavy customization.
   • The Sync: FSC features an industry-specific data model built around householding. It bridges data cleanly because major portfolio management systems (PMS) like Orion, Addepar , and Black Diamond maintain first-class, bidirectional APIs for Salesforce. Account balances, performance data, and custodian feeds flow through the reporting tool directly into the client/household view.
2. Redtail CRM
   • Best For: Independent, growth-to-mid-size RIAs wanting a purpose-built, highly intuitive advisor CRM.
   • The Sync: Since being acquired by Orion Advisor Solutions, Redtail's integration with the Orion stack is tighter than ever, but it also maintains deep, reliable native integrations with Schwab, Fidelity, eMoney, and major reporting engines. It pulls in household data, account registration types, and valuation data so advisors don’t have to swivel-chair between the reporting platform and CRM.
3. Wealthbox CRM
   • Best For: Modern, fast-growing advisory firms looking for a clean, user-friendly interface with zero-friction setup.
   • The Sync: Wealthbox has invested heavily in robust "data partner" integrations. For instance, its direct integration with Addepar allows advisors to map complex entity structures (trusts, holding companies, funds) directly into Wealthbox record types and view summarized asset classes, valuations, and custodian groupings right inside the CRM. It also connects cleanly with Orion, Schwab, and Fidelity feeds.

How the Data Usually Flows

Instead of the CRM trying to talk to five different custodian feeds separately (which creates messy, redundant data logic), the best practice architecture is Custodian → Portfolio Management/Reporting Tool (Orion/Addepar/Black Diamond) → Practice Management/CRM (Salesforce/Redtail/Wealthbox) . The reporting tool acts as the custodian-agnostic aggregator, feeding clean AUM, holdings, and performance metrics directly into your practice management platform.

If you want to narrow this down, let me know:

• What portfolio reporting tool or custodians are you currently leaning toward or using?
• What is the approximate size of your firm (number of advisors/staff and AUM)?

I can help you map out the ideal integration matrix for your workflow.

If by practice management you mean the core operating stack for an RIA—CRM + portfolio accounting/reporting + billing/trading + custodian feeds—the strongest options today are Orion, Tamarac, Advyzon, and a CRM-first stack such as Wealthbox + a reporting platform.

My shortlist

1. Orion — probably the strongest overall choice. Orion now spans portfolio accounting, reporting, billing, trading, planning, client portal and Redtail CRM, and says it has 100+ integration partners, including custodians and planning/data providers.

2. Tamarac — particularly compelling for complex investment operations. It's a strong choice when you need sophisticated rebalancing, trading, household reporting and Envestnet connectivity. The trade-off is generally more implementation complexity than a lightweight practice-management system.

3. Advyzon — attractive all-in-one alternative. It combines portfolio accounting/reporting, billing, CRM and client portal rather than requiring as many separate systems. That's appealing for a smaller or midsize RIA that wants fewer integration points.

4. Wealthbox — best considered as the CRM layer rather than the reporting engine. It has 150+ integrations and explicitly connects with custodians such as Schwab, Fidelity and Pershing and portfolio systems including Orion, Addepar, Envestnet and Black Diamond.

The important distinction

If your priority is “custodian → portfolio data → reporting → CRM” with minimal manual work, I'd lean:

Orion → Redtail for an integrated ecosystem.

If you want best-of-breed CRM while retaining flexibility, I'd look closely at:

Wealthbox → Orion/Black Diamond/Addepar.

If you're dealing with large household counts, sophisticated rebalancing or Envestnet/UMA workflows, put Tamarac high on the list.

And if client-facing reporting quality is the primary concern—particularly HNW/UHNW—I'd compare Black Diamond vs. Orion vs. Addepar rather than treating the CRM as the deciding factor.

If you tell me which custodian(s) you use (Schwab, Fidelity, Pershing, Altruist, Interactive Brokers, etc.) and your current portfolio reporting system, I can narrow this to the 2–3 platforms with the cleanest actual data sync for your setup.

For an RIA or wealth management firm, the practice management platform that “syncs well” with custodians and portfolio reporting tools usually depends on whether you mean CRM/workflow management, portfolio accounting/reporting, or an all-in-one advisor operating system. The strongest integrations tend to be among platforms with established custodian feeds (Schwab, Fidelity, Pershing, etc.) and APIs/connectors to reporting systems.

Here are the common front-runners:

Typical pairings

• Schwab + Orion: common for firms wanting portfolio accounting, reporting, billing, and broader advisor technology in one ecosystem.
• Schwab/Fidelity/Pershing + Tamarac: strong fit for firms that want robust reporting with direct custodian data flows.
• Black Diamond + a separate CRM: often chosen when client-facing reporting quality is the priority.
• Salesforce + portfolio reporting platform: common for enterprise RIAs that need custom workflows, service processes, and integrations.

When evaluating, I’d look for:

• Direct feeds from your actual custodians (not just third-party aggregation)
• Two-way sync with CRM/client records
• Household-level data mapping
• Automated billing and performance reporting
• API availability for future integrations
• Reconciliation and exception handling

If you share your custodians (e.g., Schwab, Fidelity, Pershing, LPL, Raymond James), firm size, and whether you need CRM replacement or just better portfolio reporting, I can narrow the list.

In wealth management, "practice management" typically anchors around your CRM (Client Relationship Management) system , which serves as the operational hub. To build a smooth tech stack, your CRM needs to tie cleanly into both major custodians (like Charles Schwab, Fidelity, and BNY Mellon Pershing) and portfolio reporting/accounting engines (like Orion, Black Diamond, Addepar, or Tamarac).

The top practice management/CRM platforms that sync and bridge these data flows seamlessly include:

1. Wealthbox CRM

Wealthbox has grown tremendously popular for its modern design, intuitive workflows, and a robust partner ecosystem that connects the CRM directly to portfolio metrics and custodial data.

• Portfolio & Reporting Integrations: Offers deep, native integrations with major reporting platforms like Addepar, Orion, Black Diamond , and Capitect , allowing advisors to surface high-level portfolio values, asset allocations, and performance data right inside the CRM contact record.
• Custodial & Feed Syncing: Pulls custodial account data reliably through its connected portfolio management partners, eliminating duplicate data entry between account creation and client management.
• Best Fit For: Independent RIAs and growth-focused advisory practices wanting a streamlined, agile system with minimal training friction.

2. Redtail CRM

Redtail is an industry staple specifically built for financial advisors, boasting one of the longest-standing and deepest integration libraries in the wealth tech space.

• Portfolio & Reporting Integrations: Features rock-solid, bidirectional syncing with Orion Advisor Tech, Black Diamond , and Envestnet | Tamarac , mapping household data and portfolio balances smoothly.
• Custodial Syncing: Connects directly or via custodial data aggregation pipelines with major custodians (Schwab, Fidelity, and Pershing) to keep account registration details and address changes aligned.
• Best Fit For: Small-to-mid-sized independent practices prioritizing compliance-archived CRM workflows and deep legacy out-of-the-box integrations.

3. Salesforce Financial Services Cloud (FSC)

For enterprise firms or complex practices, Salesforce FSC treats the entire client life-cycle and asset holdings as an interconnected data graph.

• Portfolio & Reporting Integrations: Connects seamlessly with heavy-hitting enterprise reporting engines like Addepar, Tamarac , and Orion , allowing custom data-model mapping for complex entity structures (trusts, corporate accounts, multiple generations).
• Custodial Syncing: Native and API-driven data feeds integrate directly with all major clearing and custody providers for real-time transaction history and positions visibility.
• Best Fit For: Large enterprise RIAs, multi-advisor practices, or firms requiring heavy customization, advanced automation, and AI-driven workflow coordination.

All-in-One Alternatives (CRM + Reporting Combined)

If managing separate syncs between a practice management platform and a portfolio reporting tool feels redundant, consider platforms where portfolio accounting, reporting, and CRM-like task management live under one roof:

• Envestnet | Tamarac: Combines a powerful portfolio accounting/rebalancing engine with a CRM built natively on the Salesforce platform.
• Advisor360°: Offers a unified workspace where data from clearing, custodians, portfolio management, and practice management is baked into a single data model from day one.

If you'd like to narrow this down, let me know:

• What CRM or portfolio reporting tools are you currently using?
• Which custodians do you primarily work with?

I can help map out the exact integration roadmap for your firm.

In the independent wealth management and RIA space, "practice management" typically spans your CRM, core operations/workflows, and client data handling. The platforms that sync most seamlessly with major custodians (like Schwab, Fidelity, and Pershing) and portfolio reporting tools generally fall into two categories: all-in-one unified systems (where reporting and CRM live under one roof) and open-architecture CRMs with robust API integration layers.

1. The All-in-One Leaders (Native Sync & Reporting)

If you want to avoid the friction of syncing a separate CRM to a separate portfolio accounting tool, unified platforms eliminate the gap entirely because custodial data feeds flow directly into the system's native reporting engine.

• Advyzon : Routinely ranks at the top for advisor satisfaction. It natively combines CRM, portfolio management, performance reporting, billing, and document management. Because everything is in-house, your custodial data feeds update your CRM data, rebalancing tools, and client reports simultaneously without third-party middleware.
• Orion Advisor Tech : An enterprise-grade powerhouse where portfolio accounting, trading, and compliance live natively alongside a robust CRM ecosystem (including deep integrations with Redtail or its own tools). Its custodial data reconciliation is built directly into the core framework.

2. Open-Architecture CRMs (Best Third-Party Integrations)

If you prefer a standalone, best-of-breed CRM as your practice management hub and need it to talk smoothly to external reporting software (like Black Diamond, Addepar, or Envestnet | Tamarac) and major custodians, these platforms lead the market:

• Practifi : Purpose-built for wealth management and built on the Salesforce platform. Practifi features deep, pre-built integrations with major portfolio accounting tools like Orion, Black Diamond, and Addepar, alongside standard custodial feeds. It bridges the operational data so that your client household and account views mirror your reporting platform.
• Wealthbox CRM : Known for a modern, collaborative, and clean interface, Wealthbox has invested heavily in "single-sign-on" and data-sync partnerships with major custodians and portfolio reporting tools, making it easy to plug into your preferred middle-and-back-office stack without heavy IT setup.
• Redtail CRM : A legacy staple in the independent RIA space. While it is primarily a CRM and task-management engine, it features extensive, long-standing bi-directional syncing with major portfolio management and reporting platforms so account values and registration details stay aligned.

If you can share your approximate firm size (AUM or number of staff) and whether you prefer an all-in-one platform or a modular best-of-breed setup , I can help you narrow down the ideal integration match.

If by practice management you mean the CRM/workflow layer for an RIA—where you want client/account data to flow cleanly from custodians and portfolio accounting/reporting—I'd shortlist Wealthbox, Redtail, Tamarac, and Orion.

My take

1. Wealthbox — best independent CRM choice. Wealthbox says it has 150+ integrations and specifically supports custodial platforms such as Schwab and Fidelity and portfolio systems including Orion, Addepar, Envestnet and Black Diamond. Its integration pages also show account/holding/billing information flowing into the CRM.

2. Orion + Redtail — best tightly integrated ecosystem. Orion has built a particularly deep connection between its portfolio accounting, reporting, trading and Redtail CRM. Orion says Redtail can access Orion account- and household-level data and supports two-way contact syncing. Orion also advertises 100+ integrations across custody, planning, data and trading.

3. Tamarac — strongest if portfolio management is the center of gravity. Tamarac has direct integrations with major custodians including Fidelity Wealthscape, Pershing and Schwab, with custodian data usable in reporting and account-opening workflows. Its integrated reporting/trading/rebalancing environment makes it attractive when you want fewer handoffs between practice management and portfolio operations.

4. Black Diamond — worth considering for sophisticated client reporting. It's particularly compelling for HNW/UHNW practices that prioritize polished reporting and portfolio analytics, while still needing CRM connectivity. Its integration ecosystem includes Orion and major CRMs.

5. Advyzon — interesting all-in-one alternative. The 2026 T3 survey places Advyzon among the stronger-rated portfolio management/reporting platforms, and it's increasingly positioned as an integrated platform rather than just a reporting engine.

If I were building the stack

I'd think about it this way:

• Want maximum flexibility: Wealthbox + Orion/Black Diamond
• Want one tightly connected ecosystem: Orion + Redtail
• Want sophisticated portfolio operations/rebalancing: Tamarac
• Want polished HNW reporting: Black Diamond
• Want fewer vendors and a smaller/midsize RIA: Advyzon

One important distinction: custodian connectivity and portfolio-reporting connectivity aren't the same thing. The key test is whether your chosen CRM receives household/account/position data automatically and whether changes can flow back, rather than simply having a login link or one-way daily feed. Redtail, for example, describes its custodian/portfolio connections as "Account Feeds," typically sending account information daily.

If you tell me which custodian(s) you use (Schwab, Fidelity, Pershing, Altruist, SEI, etc.) and which reporting system (Orion, Tamarac, Black Diamond, Addepar, Advyzon), I can narrow this to the 2–3 platforms with the cleanest actual data flow.

3. Tamarac — strongest if portfolio management is the center of gravity. Tamarac has direct integrations with major custodians including Fidelity Wealthscape, Pershing and Schwab, with custodian data usable in reporting and account-opening workflows. Its integrated reporting/trading/rebalancing environment makes it attractive when you want fewer handoffs between practice management and portfolio operations.

4. Black Diamond — worth considering for sophisticated client reporting. It's particularly compelling for HNW/UHNW practices that prioritize polished reporting and portfolio analytics, while still needing CRM connectivity. Its integration ecosystem includes Orion and major CRMs.