Future-Proofing Your RIA: Navigating Change & Tech Adoption

New innovations — artificial intelligence, cryptocurrency, and digital wealth management platforms — are reshaping the RIA industry as we speak. If you're not adopting new technologies, you risk falling behind your competitors and the industry at large.

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The Weekly Wire: 6.3.24

If you can build this integrated offering in a way that can integrate with not just what you own, but other parts of the market — and liberate the information so that the clients, the financial advisors or the enterprises have access to their information — they can use that so they can grow. I believe that's a winning offering.

— Natalie Wolfson, CEO Orion

The Challenge of Technological Transformation

On average, advisors report that their firms only use 62% fo the tech stack they have, which is only about 50% integrated1. Meanwhile, research shows that the organizations leading their industries in tech adoption provide better client service and enjoy more efficient operations, empowering them to scale. 

Thrive in a Future Shaped by Innovation

While innovation is moving fast, it's never too late to improve your approach to tech implementation and adoption. These strategies can help prepare your firm to not just survive through technological disruption, but rather to thrive in a future shaped by it. 

Power Innovation With Orion 

Reach out today to see how Orion seamlessly connects all the technology and investment solutions you need to propel productivity, delight your clients, and grow your firm. 

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.

1 Source: Orion Advisory Technology. (2024, March). 2024 Advisor Wealthtech Survey. Omaha.