White Paper: Stop Swiveling & Finally Scale Wealth Management

Scale growth & enhance client relationships. Find out more!

Are you part of the 57% of advisors who say that the lack of integration between their core applications is still their biggest pain point with technology…[1]

Or the nearly 70% of advisors who believe they can make better use of their existing technology if they could only find better ways to bring them together? [2]

This integration gap is creating many inefficiencies in advisors’ workflows, creating the “swivel chair advisor” – one who is constantly switching between multiple systems, re-entering data, and copying and pasting information in order to complete a task or workflow.

With all of the recent enhancements in technology, however, surely there has to be a better way!

In this whitepaper, you’ll learn about changes to technology development driving this movement and see how top advisors are leveraging unified systems to:

• Streamline operations

• Eliminate integration friction

• Focus on client relationships

• Scale wealth management

[1] https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration

[2] https://www.napa-net.org/news-info/daily-news/cerulli-non-ideal-clients-undermine-productivity

1336-OAT-7/28/2022

Offered Free by: Orion Advisor Tech