Category: Breakaway Advisors
We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.
The post How Orion Stacks Up to the Competition appeared first on Orion Advisor Services.
Orion’s CEO, Eric Clarke, writes in Financial Planning Magazine, that advisors will struggle to stand out if they all use the same bundled tech stacks with the same reporting and portfolios. Read more of Eric’s advice on choosing technology to best fit your business model.
The post Stop Buying Advisor Technology Like It’s the 1990s appeared first on Orion Advisor Services.