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TAMPs Competing In A Fragile Market Ask: Scale or Service, Product or Platform?

By | News

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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Fintech isn’t Just for Kids

By | News

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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What to Look For When It’s Time to Change Your Advisor Tech

By | News

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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Boomers still loom large in the future — but don’t count millennials out

By | News

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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