Choosing Technology That Supports Your Business Model and Investment Philosophy

The whitepaper from Orion discusses how financial advisors can select technology solutions—ranging from in-house portfolio accounting software to partially outsourced OCIO services or fully outsourced TAMPs—that align with their business models and investment philosophies, detailing the advantages and disadvantages of each option to help advisors choose the best fit for their goals and operational preferences.

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Choosing Technology That Supports Your Business Model and Investment Philosophy

Advisor Tech

Resource Tip Sheet SEC Exam Priorities

Whitepaper

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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