Orion’s new ASTRO tool can help your firm provide clients with portfolios that incorporate tax return optimization and better manage risk simultaneously.
Adam shares his perspective on why his firm chose Orion and what sets it apart from the other portfolio accounting solutions available today.
This post is the second in a three-part discussion between Orion President Eric Clarke and Ric Edelman, chairman and CEO of Edelman Financial Services. You can read part 1 here.
This is the first in a three-part series detailing a discussion between Orion President Eric Clarke and Ric Edelman, chairman and CEO of Edelman Financial Services.
How does today’s advisor counter the emergence of robo-advisor websites, which provide investors with a set of self-directed investment tools, and eliminate much of the cost of traditional advisory services? This article examines how the human element remains the differentiating factor that can give traditional advisors a distinct competitive advantage over technology-only solutions.