About Bleakley
“ When you are making changes to a trading platform you are perhaps affecting a quarter of the office : when you ’ re dealing with a CRM migration , every single user in the office has their business disrupted ”
— Kyle Wesley , CDO , Bleakley Financial with Orion . “ Orion is definitely the data hub of everything ,” he explains . “ Data flows from custodians like LPL , Pershing , Schwab , TD and Fidelity into Orion where it ’ s reconciled and made available by 0830 Eastern Time each day . We can migrate that information to Practifi / RedBlack to display it to our advisors . This is a very robust system .”
At a guess he reckons the new systems have doubled the internal efficiency of the business . It has definitely increased the capacity of Bleakley ’ s analysts and client service associates to get data to the advisor quicker ,
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About Bleakley
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