Choosing Technology That Supports Your Business Model and Investment Philosophy
The whitepaper examines various technology options for financial advisors—from in-house portfolio accounting software to partial outsourcing with an OCIO and fully outsourced TAMP solutions—analyzing their advantages and disadvantages to help advisors select the best fit based on their business model, goals, and investment philosophy.
There’s a wide range of options to suit any breakaway’s goals and needs. From advisor technology with portfolio accounting software to support RIAs who want to manage all aspects of the business in-house to partial outsourcing with an OCIO to fully outsourced support with a TAMP, you can choose the path that’s right for you.
In this whitepaper we will take a closer look at these three points on the technological spectrum. We’ll explore the pros and cons of each and highlight which structure is best for you based on your goals and mindset.
OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC
0009-OAS-1/2/2024