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5 Signs You're Using Outdated Advisor Tools
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"5 Signs You're Using Outdated Advisor Tools"

Staying with the outdated technology tools you already have may seem easier, but the costs of being left behind could soon add up.

When it comes to your portfolio accounting tools, it’s tempting to just live with the devil you know. The idea of moving to a new system can bring up so many concerns; you may not even want to attempt to make improvements. Recent advances continue to change the industry landscape and what clients expect from you. By failing to move forward with better options, you run the risk of being left behind, even if it’s with the “safe” system you have in place now.

Download this fact sheet now to find out if you’re already slipping behind your peers. Take a look at five key areas of your current operation, including:

  • The role physical installation plays in your platform
  • Whether you outsource data reconciliation
  • Any overlays inherent in your current system
  • The speed of any updates
  • How long it takes to generate reports

Sticking with outdated, under-supported tools may seem like you’re saving money, but eventually, it creates more costs in missed opportunities and wasted time. Make sure you’re equipped to grow your business now!

Offered Free by: Orion Advisor Services
See All Resources from: Orion Advisor Services


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