“The Business Model Playbook: Mastering Technology for Firm Success”
Build your firm’s future by ensuring your technology is aligned with your vision. This playbook outlines 3 tech strategies for breakaway advisors to consider.
With 91.7% of advisors working at firms with teams of 100 or fewer, the breakaway movement is going strong.¹ While the freedom to build your own practice can be liberating, it also means you’re responsible for decisions someone else might make at a larger firm — like selecting and implementing the technology to support your firm. But what type of technology and approach is best for your situation?
This playbook delves into the diverse array of technology models available depending on what your vision and goals are for your firm. We explore the pros and cons of each of the following approaches:
- Advisor-managed model for those craving autonomy
- Partially-outsourced OCIO model providing strategic support
- Fully-outsourced TAMP model for rapid scalability
Download your playbook now to embark on a transformative journey towards firm success.
¹ https://www.investmentadviser.org/industry-snapshots/
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Disclosures:
For financial professional use only. Not intended for public distribution.
Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor. Investment advisory services offered by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. OPS and TSC are affiliated companies through their parent company, Orion Advisor Solutions, Inc. (“Orion”)
1149-OAT-5/9/2024
Offered Free by: Orion
