Driving firm growth with superior service and streamlined operations.
| Sponsor content from Orion Advisor Tech | | Sponsor content from Orion Advisor Tech | Hello Voornaam, Looking to enhance efficiencies, close new business, and improve client experience? So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale. Find out how this firm:
Streamlined their quarterly upload and distribution process Fulfilled unique client requests in a fraction of the time Saved 520 hours in client report creation Increased daily trades by 79% And more. Download the case study now! 1819-OAT-6/9/2021
| |
More From Financial Planning |
You were sent this email because you signed up for Research and Knowledge Base emails from Financial Planning. These include notifications of new research, whitepapers, and upcoming webinars. |
If you no longer wish to receive emails on this topic, you can opt out here (this is a one-click opt-out). |
Arizent One State Street Plaza, 27th Floor New York, NY 10004 |
|
|