All Posts By

Eric Clarke

The Latest Practice to be Disrupted: Family Office Consultation

By | Industry Intel, Integrations

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke’s thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

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Orion Empowers ‘Forgotten’ Brokerages With Outsourced Asset Management and End-to-End Enterprise Offering

By | News, Orion Enterprise

“Orion”), the premier portfolio management solution provider for registered investment advisors, today announces at the T3 Enterprise Conference the expansion of its investment management capabilities with the availability of Orion Enterprise, a joint offering developed with NorthStar’s newest subsidiary FTJ FundChoice, LLC, a leading turnkey asset management platform that offers the proprietary multi-strategy investment process, Market Movement Strategies (MMS).

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Vet Your Tech Like an Executive Hire

By | News, Tech Tip

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke’s thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

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Laying the Foundation for Success

By | Newsletter Intro

The turning over of the calendar brings with it a fresh sense of purpose and new opportunities for capturing attention. You likely have set a number of new goals for yourself and your business. In this month’s Efficient Advisor, we focus on a few new ways Orion intends to help you reach those goals in 2015.

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