your Technology products
Kingswood U.S. supports advisors by providing them with all the necessary technology tools to succeed. We aim to have a vast variety of powerful technology partners available in order to satisfy all of your needs.
Open architecture equals flexibility. Streamline your technology stack by using Kingwood’s platform or choose your own components. We fully support both. With Orion Advisor Services at the core, the Kingswood Advisory Platform provides the highest levels of portfolio accounting, performance reporting, account aggregation, and fee billing capabilities.
