"Which custodian, and what's driving the Orion requirement — compliance, integration, or preference? I want to understand whether this is a hard requirement or a preference."
"We integrate with Orion — you can use our client management and practice tools alongside your existing Orion setup. No migration, no disruption — just better workflow on top of what you already have."
"Orion is a strong platform and I understand the custodian relationship is real. Our tools are designed to complement existing platforms like Orion, not replace them. The question is whether you're getting the full practice management layer Orion doesn't provide."
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