Whenever you add advisor technology to your firm, you want to know that you’re doing what’s best for the long-term success of your business.
One way to annually gauge the industry perception of the technology you use is by reviewing the T3 Technology Trends survey, released each year during the T3 Advisor Conference by Joel Bruckenstein and Bob Veres.
And 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 below for more details about why Orion is the right choice to be your portfolio management technology.
Ready to see what Orion can do for your business? We’d love to start a conversation. Let us know here and we’ll give you a call right away!