Understanding Your Options
When it comes to selecting technology that aligns with your business model and investment philosophy, Orion Advisor Tech offers a wide range of options to suit every advisor's goals and needs. Whether you are an RIA looking to manage all aspects of your business in-house or prefer partial outsourcing with an OCIO or fully outsourced support with a TAMP, Orion provides the flexibility to choose the path that best fits your requirements.
Exploring the Technological Spectrum
In their whitepaper, Orion Advisor Tech delves into three key points on the technological spectrum: portfolio accounting software, OCIO services, and TAMP support. They dissect the pros and cons of each option, helping advisors make informed decisions based on their specific goals and mindset. By offering insights on the advantages and considerations of each approach, Orion equips advisors with the knowledge to select technology that enhances their business operations and investment strategies.
Optimizing Investment Support
Orion Advisor Tech's comprehensive solutions extend beyond just technology – they provide support and guidance to help advisors optimize their investment processes. Whether it's through managing risk, ensuring compliance, enhancing financial planning capabilities, or streamlining client interactions, Orion's technology offerings are designed to empower advisors to deliver exceptional service while staying true to their investment philosophy.