Big Enough to Deliver, Small Enough to Care.
(770) 977-7779

Back Office Technologies

Redefining “Turnkey”

As an independent financial advisor, technology can be one of the most daunting aspects of running your business, and the tools that are designed to help you work more efficiently can do the exact opposite—slowing you down and taking time away from your clients. You need technologies that support your processes, support your team, and are easy to implement and integrate into your business.

Our goal: To deliver the technologies, integration, and innovation you need to make doing business faster and easier than ever.

At Lindner Capital Advisors, we understand the value of technology. We constantly research emerging technologies and offer a full suite of options to you.

We have an open architecture, instead of proprietary technologies, and take the time to understand your needs, and work with you to select, implement, integrate, and maintain the solutions that are best for your business. We provide necessary training and our team is always here to help answer your questions—one-on-one or with your entire team.

Innovative Solutions

While our “menu” is always evolving, here are just a few of the tools we support to help our advisors drive automation and innovation within their practices:

  • Orion performance reporting
  • LaserApp forms library and form filling
  • Docusign secure eSignature
Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
3350 Riverwood Pkwy. | Suite 2215 | Atlanta, GA 30339 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Form ADV Part 2

CRS Relationship Summary