THE BLOG

20
Mar

5 Signs it’s Time to Spring Clean Your Technology

Happy first day of Spring! Time for the warmer weather to finally arrive and for animals and humans alike to emerge from hibernation. And while the nicer weather outside prompts many of us to spring into action (excuse the pun) by spending more of our free time gardening, working out, or simply enjoying the extra daylight hours with friends and family, springtime also brings about the age-old tradition of spring cleaning! And with the advances in cloud-based solutions, web-based open APIs, data analytics and more, there’s no better area to start cleaning than your portfolio accounting technology — figuratively, of course. Here are some tell-tale signs that your technology is in need of a clean up this spring: 1. Your Platform Still Relies on Physical Installation Why does it matter if your software resides on a dusty install disc or USB stick in an office drawer, as opposed to a cloud-based service? Simply put, local software installation puts your business continuity at risk. Outdated software ties itself to your hardware. That means when the power goes out, you lose access to the data you need. If a storm, fire or other disaster destroys your local hardware, the best you can...

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15
Mar

Let Orion Take the Luck Out of Vetting Your New Advisor Tech

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post Let Orion Take the Luck Out of Vetting Your New Advisor Tech appeared first on Orion Advisor Services.