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.
Get the inside knowledge on which type of technology conversion is best for your firm, and learn how Orion supports new advisors who convert to its award-winning portfolio management platform
As a breakaway advisor, one of the biggest decisions you’re likely facing is evaluating and choosing the best advisor technology to suit your needs. This process doesn’t have to be difficult—and you don’t have to do it alone. Check out our 5 tips for getting started in today’s blog post:
It is possible to use technology to run more efficient meetings, and make sure you have the right information, at the right time.