Quarterly Commentary & Client Letter for RIA Firm Administrators with Orion
The Problem
RIA Firm Administrators write the same quarterly market commentary each client expects — and the personalization that would actually retain clients gets skipped.
What We Build in Orion
AI drafts firm-level commentary and personalizes per-client paragraphs from Orion data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Orion — uses the native API or agent integration so nothing leaves the system of record.
Orion Integration Approach
Audit your Orion configuration
We map the specific Orion objects, custom fields, and workflows the automation needs to touch for your ria operations practice.
Build on the Orion API or agent
Integration happens inside Orion — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Orion with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Orion instance
30-minute call. We'll look at your actual Orion setup and show exactly how this workflow fits.