Comprehensive Solution to All Your Trading Problems
Are you still relying on manual trading processes? And if that’s stopping you from scaling and growing, join us for this engaging discussion on the need for modernising trading operations to keep pace with evolving demands.
In this video, Kevin Dalrymple and Michael Stern highlight the challenges faced by firms in managing trust accounts and the inefficiencies of manual workflows, especially during volatile market periods.
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Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
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