The Advisor Tech Stack Webinar Series: The Winning Practice Management Combination

Presented by

Join H. Adam Holt (CEO & Founder of Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), and Eddie Sempek (SVP of Strategic Relationships at Orion) for a discussion on the client journey and day-to-day practice management tasks that are made simpler through our integrations.


Eddie Sempek

SVP of Strategic Relationships


Adam Holt

CEO and Founder


Jomin Bishop

VP of Enterprise Sales


“With each integration we develop at Orion, the purpose remains the same: to increase efficiency and information accessibility for advisors to better serve their clients. Wealthbox shares this vision, and we're thrilled to be working with their team and advanced CRM technology.”

Eric Clarke

CEO of Orion

View All Webinars